{"url":"https://nivawealth.com/firms/egerton-capital-uk-156384","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/156384","regulatoryAum":19120001266,"crd":"156384","secFileNumber":"801-72167","legalName":"Egerton Capital (uk) LLP","displayName":"Egerton Capital (uk)","website":"http://www.egertoncapital.com","founded":null,"organization":"limited liability partnership organized in United Kingdom","fiscalYearEnd":"March","headquarters":{"street":"Stratton House, 5 Stratton Street","city":"London","state":"","stateName":"","country":"United Kingdom","postalCode":"W1J 8LA"},"tradeNames":[],"registration":{"secApproved":"25 February 2011","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":36,"advisory":8,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":19120001266,"discretionaryAccounts":5,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":80,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":5,"regulatoryAum":19120001266}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Egerton Capital (uk) has custody of $7.01B for 2 clients.","otherCustodians":[],"leadership":[{"name":"Jeffrey Blumberg","title":"Chief Executive Officer/Member","crd":"3104093"},{"name":"Simon Cook","title":"Chief Operating Officer/Member","crd":"6521404"},{"name":"Philip Niel","title":"General Counsel and Chief Compliance Officer/Member","crd":"5817867"},{"name":"John Armitage","title":"Member/Chief Investment Officer","crd":"5887016"},{"name":"Nicholas Ballard","title":"Finance Director","crd":"8122946"},{"name":"William Bollinger","title":"Member","crd":"721123"},{"name":"Raphael Kanza","title":"Chairman of Ecl/Member","crd":"5887017"}],"ownership":[{"label":"Egerton Capital Limited","detail":"Corporate member in the 75% or more ownership band and a control person, since July 2013."},{"label":"John Armitage","detail":"Indirect owner: a shareholder of Egerton Capital Limited in the 50% to 75% band and a control person, since March 1994.","parent":"Egerton Capital Limited"},{"label":"William Bollinger","detail":"Indirect owner: a shareholder of Egerton Capital Limited in the 50% to 75% band and a control person, since March 1994.","parent":"Egerton Capital Limited"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"officesByState":[],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"4402074109090","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":3},"sources":{"adv1FilingDate":"21 May 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/156384/PDF/156384.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Egerton Capital (uk) have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Egerton Capital (uk) offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Egerton Capital (uk) have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Egerton Capital (uk)?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Egerton Capital (uk) get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":{"url":"https://nivawealth.com/firms/egerton-capital-uk-156384/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-07-21","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1581811/000158181126000007/0001581811-26-000007-index.html","totalValue":10351358177,"positionCount":23,"top10Share":0.760172738731423,"top10":[{"issuer":"VISA INC","titleOfClass":"COM CL A","cusip":"92826C839","value":1463159112,"shares":4264651,"shareType":"SH","priorValue":1242499573,"priorShares":4110970},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL C","cusip":"02079K107","value":1163018908,"shares":3291594,"shareType":"SH","priorValue":992434912,"priorShares":3459649},{"issuer":"AMPHENOL CORP","titleOfClass":"CL 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Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}