Aspect Capital Limited is a large advisory firm based in London. It manages $2.18 billion of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2003.
Aspect Capital Limited provides portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Aspect Capital Limited is $2.18 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 692% since the beginning of its operation, and $2.18 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Aspect Capital Limited for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to investment companies, charitable organizations, pooled investment vehicles, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Eugene Patrick Lambert is pooled investment vehicles with 29 clients and $2.18 billion of assets under management. Among the 8 most similar advisory firms, Aspect Capital Limited has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $2.18 billion for 38 clients. 78% of the firm’s clients are foreign persons or businesses.
Aspect Capital Limited also advises several private funds. Namely, five hedge funds and one other private fund. The minimum investment commitment required of non-related persons ranges from $0 to $100,000.
The company employs 123 people that are either part- or full-time employees. 28 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There are 7 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Eugene Patrick Lambert has been acting as President since 1 Jan 1998. Gavin Robert Ferris has served as the Chief Investment Officer since 1 Dec 2007 and Anthony James Todd is the Chief Executive Officer of Aspect Capital Limited family office. Susanna Catherine Mary Horan joined the executive team most recently as the Chief Compliance Officer.
The principal office where Aspect Capital Limited performs its advisory services is located at 10 Portman Square, London, W1 H6 Az, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number +442071709700 or by fax +442071709701. The normal business hours are 8am-6pm(london time) on Monday - Friday. You can find more information about the New York firm at aspectcapital.com.