{"url":"https://nivawealth.com/firms/egerton-capital-us-297738","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/297738","regulatoryAum":19526014402,"crd":"297738","secFileNumber":"801-113876","legalName":"Egerton Capital (us), LP","displayName":"Egerton Capital (us)","website":"http://www.egertoncapital.com","founded":null,"organization":"Delaware limited partnership","fiscalYearEnd":"December","headquarters":{"street":"20th Floor, 667 Madison Avenue","city":"New York","state":"NY","stateName":"New York","country":"United States","postalCode":"10065"},"tradeNames":[],"registration":{"secApproved":"23 August 2018","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":8,"advisory":7,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":19526014402,"discretionaryAccounts":5,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":80,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":5,"regulatoryAum":19526014402}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Egerton Capital (us) has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Philip Niel","title":"General Counsel and Chief Compliance Officer","crd":"5817867"},{"name":"John Armitage","title":"Limited Partner / Chief Investment Officer","crd":"5887016"},{"name":"Joshua Studholme","title":"Limited Partner / Director of Egerton Capital (us) GP, LLC, General Partner of Egerton Capital (us), LP","crd":"8240106"}],"ownership":[{"label":"Egerton Capital (us) GP, LLC","detail":"General partner of egerton capital (us), lp in the 75% or more ownership band and a control person, since June 2015."},{"label":"John Armitage","detail":"Indirect owner: a shareholder of egerton capital limited, corporate member of egerton capital (uk) llp of Egerton Capital (uk) LLP in the 50% to 75% band and a control person, since June 2015.","parent":"Egerton Capital (uk) LLP"},{"label":"William Bollinger","detail":"Indirect owner: a shareholder of egerton capital limited, corporate member of egerton capital (uk) llp of Egerton Capital (uk) LLP in the 50% to 75% band and a control person, since June 2015.","parent":"Egerton Capital (uk) LLP"},{"label":"Egerton Capital (uk) LLP","detail":"Indirect owner: a shareholder of Egerton Capital (us) GP, LLC in the 75% or more band and a control person, since June 2015.","parent":"Egerton Capital (us) GP, LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"Suite 302","city":"Larkspur"}]},{"state":"New York","offices":1,"addresses":[{"street":"20th Floor, 667 Madison Avenue","city":"New York","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"16462932570","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":0},"sources":{"adv1FilingDate":"26 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/297738/PDF/297738.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 (us) have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Egerton Capital (us) offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Egerton Capital (us) have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Egerton Capital (us)?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Egerton Capital (us) get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. 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."}