Clients
Egerton Capital (uk) serves 5 clients. The average client has about $3.82 billion with the firm.
- Pooled investment vehicles5 clients100%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 5 | $19,120,001,266 | 100.0% | $3.82B |
| Total | 5 | $19,120,001,266 | 100% | $3.82B |
- Clients
- 5
- Regulatory AUM
- $19,120,001,266
- Share
- 100.0%
- Avg. per client
- $3.82B
Total
- Clients
- 5
- Regulatory AUM
- $19,120,001,266
- Share
- 100%
- Avg. per client
- $3.82B
What it does
Egerton Capital (uk) provides portfolio management for pooled vehicles. It is paid through a percentage of assets and performance-based fees.
Egerton Capital (uk) advises 3 private funds.
100.0% of assets ($19.12B across 5 accounts) are managed with discretion. 80% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
Custodians
Egerton Capital (uk) has custody of $7.01B for 2 clients.
- All other custodians$19.12B100%
Ownership and leadership
Egerton Capital Limited owns 75% or more of Egerton Capital (uk), and Jeffrey Blumberg is its CEO.
- Owns 75% or more of Egerton Capital (uk) LLP
Egerton Capital Limited
Control person · since July 2013
- Owns 50% to 75% of Egerton Capital Limited
John Armitage
Control person · since March 1994
- Owns 50% to 75% of Egerton Capital Limited
William Bollinger
Control person · since March 1994
Leadership
- Jeffrey BlumbergChief Executive Officer/Member
- Simon CookChief Operating Officer/Member
- Philip NielGeneral Counsel and Chief Compliance Officer/Member
- John ArmitageMember/Chief Investment Officer
- Nicholas BallardFinance Director
- William BollingerMember
- Raphael KanzaChairman of Ecl/Member
Staff
- 36 employees
- 8 in advisory functions
Reported holdings
Egerton Capital (uk)’s reported 13F holdings total $10.35B across 23 positions, and the ten largest make up 76.0% of it.
- $10.35B
- Reported 13F value
- 23
- Positions
- 76.0%
- In the 10 largest
- +14.9%
- Value vs. prior quarter
- Visa Inc. · Com CL A14.1%
- Alphabet Inc. · Cap Stk CL C11.2%
- Amphenol Corp. · CL A8.3%
- Amazon Com Inc.8.2%
- Moodys Corp.7.5%
- Nvidia Corporation6.6%
- Medline Inc. · Com CL A6.3%
- Vulcan Matls CO5.6%
- Crh PLC4.5%
- Applied Matls Inc.3.6%
Together, the ten largest are 76.0% of reported value.
A 13F covers only exchange-traded long positions the firm holds with discretion, so this $10.35B is not its $19.12B in regulatory assets and does not represent any individual client's portfolio.
Fees
Egerton Capital (uk) is paid through a percentage of assets under management and performance-based fees.
Egerton Capital (uk)’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Egerton Capital (uk) has 0 offices, with 1 listed address with no US state reported.
Registration details
- Legal name
- Egerton Capital (uk) LLP
- Headquarters
- Stratton House, 5 Stratton Street, London, United Kingdom W1J 8LA
- Phone
- 4402074109090
- Website
- www.egertoncapital.com
- SEC file
- 801-72167
- Structure
- limited liability partnership organized in United Kingdom
- Fiscal year end
- March
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Egerton Capital (uk) have?
Egerton Capital (uk) has 5 clients and manages $19.1 billion for them, as of May 2026.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 21 May 2026
What services does Egerton Capital (uk) offer?
Egerton Capital (uk) provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Egerton Capital (uk) have?
Egerton Capital (uk) has 0 investment adviser representatives registered with state securities authorities, out of 36 employees, and 8 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Egerton Capital (uk)?
Egerton Capital (uk) is owned through a holding company by John Armitage and William Bollinger. Its direct owner is Egerton Capital Limited (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 21 May 2026
How does Egerton Capital (uk) get paid?
Egerton Capital (uk) is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file