Clients
Egerton Capital (us) serves 5 clients. The average client has about $3.91 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 | $19,526,014,402 | 100.0% | $3.91B |
| Total | 5 | $19,526,014,402 | 100% | $3.91B |
- Clients
- 5
- Regulatory AUM
- $19,526,014,402
- Share
- 100.0%
- Avg. per client
- $3.91B
Total
- Clients
- 5
- Regulatory AUM
- $19,526,014,402
- Share
- 100%
- Avg. per client
- $3.91B
What it does
Egerton Capital (us) provides portfolio management for pooled vehicles. It is paid through a percentage of assets and performance-based fees.
Egerton Capital (us) advises no private funds.
100.0% of assets ($19.53B 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 (us) has custody of client assets.
- All other custodians$19.53B100%
Ownership and leadership
Egerton Capital (us) GP, LLC owns 75% or more of Egerton Capital (us).
- Owns 75% or more of Egerton Capital (us), LP
Egerton Capital (us) GP, LLC
Control person · since June 2015
- Owns 75% or more of Egerton Capital (us) GP, LLC
Egerton Capital (uk) LLP
Control person · since June 2015
- Owns 50% to 75% of Egerton Capital (uk) LLP
John Armitage
Control person · since June 2015
- Owns 50% to 75% of Egerton Capital (uk) LLP
William Bollinger
Control person · since June 2015
Leadership
- Philip NielGeneral Counsel and Chief Compliance Officer
- John ArmitageLimited Partner / Chief Investment Officer
- Joshua StudholmeLimited Partner / Director of Egerton Capital (us) GP, LLC, General Partner of Egerton Capital (us), LP
Staff
- 8 employees
- 7 in advisory functions
Fees
Egerton Capital (us) is paid through a percentage of assets under management and performance-based fees.
Egerton Capital (us)’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 (us) has 1 office, with 2 listed addresses across 2 states.
California · 1 listed address
- Suite 302, Larkspur
New York · 1 listed address
- 20th Floor, 667 Madison Avenue, New YorkHQ
Registration details
- Legal name
- Egerton Capital (us), LP
- Headquarters
- 20th Floor, 667 Madison Avenue, New York, NY 10065
- Phone
- 16462932570
- Website
- www.egertoncapital.com
- SEC file
- 801-113876
- Structure
- Delaware limited partnership
- Fiscal year end
- December
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 (us) have?
Egerton Capital (us) has 5 clients and manages $19.5 billion for them, as of March 2026.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 26 March 2026
What services does Egerton Capital (us) offer?
Egerton Capital (us) 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 (us) have?
Egerton Capital (us) has 0 investment adviser representatives registered with state securities authorities, out of 8 employees, and 7 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 (us)?
Egerton Capital (us) is owned through a chain of holding companies by John Armitage and William Bollinger. Its direct owner is Egerton Capital (us) GP, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 26 March 2026
How does Egerton Capital (us) get paid?
Egerton Capital (us) 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