Clients
Federated Hermes (uk) serves 18 clients, 11 of them pooled investment vehicles. The average client has about $1.37 billion with the firm.
- Investment companies5 clients17%
- Pooled investment vehicles11 clients68%
- Sovereign wealth funds and foreign official institutions2 clients15%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Investment companies | 5 | $4,164,876,326 | 16.8% | $833.0M |
| Pooled investment vehicles | 11 | $16,858,313,988 | 68.2% | $1.53B |
| Sovereign wealth funds and foreign official institutions | 2 | $3,694,866,563 | 14.9% | $1.85B |
| Total | 18 | $24,718,056,877 | 100% | $1.37B |
- Clients
- 5
- Regulatory AUM
- $4,164,876,326
- Share
- 16.8%
- Avg. per client
- $833.0M
- Clients
- 11
- Regulatory AUM
- $16,858,313,988
- Share
- 68.2%
- Avg. per client
- $1.53B
- Clients
- 2
- Regulatory AUM
- $3,694,866,563
- Share
- 14.9%
- Avg. per client
- $1.85B
Total
- Clients
- 18
- Regulatory AUM
- $24,718,056,877
- Share
- 100%
- Avg. per client
- $1.37B
What it does
Federated Hermes (uk) provides portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions and other activities. It is paid through a percentage of assets and other arrangements.
Federated Hermes (uk) advises 1 private funds.
100.0% of assets ($24.72B across 18 accounts) are managed with discretion. 39% of clients are outside the U.S., and 2 clients received advice without assets under management last fiscal year.
What the accounts hold
- Bonds97%
- Investment grade corporate bonds96%
- State and local bonds1%
- Cash3%
Custodians
Federated Hermes (uk)’s client accounts are held mainly at State Street Bank & Trust, with 15% of managed assets. Federated Hermes (uk) does not have custody of client assets.
- State Street Bank & TrustState Street Bank & Trust Company · North Quincy, MA · $3.69B15%
- All other custodians$21.02B85%
Ownership and leadership
Federated Hermes LTD owns 75% or more of Federated Hermes (uk), and Dennis Gepp is its CEO.
- Owns 75% or more of Federated Hermes (uk) LLP
Federated Hermes LTD
Control person · since March 2024
- Owns 75% or more of Federated Hermes LTD
Federated Holdings (uk) II Limited
Control person · since July 2018
- Owns 75% or more of Federated Holdings (uk) II Limited
Federated International Holdings BV
Control person · since December 2011
- Owns 75% or more of Federated International Holdings BV
Fii Holdings, Inc.
Control person · since December 1998
- Owns 75% or more of Fii Holdings, Inc.
Federated Hermes, Inc.
Control person · since March 1983
Leadership
- Dennis GeppManaging Director/Chief Executive Officer
- Stephen Van MeterChief Compliance Officer - U.S. Operations
- Judith BensonHead of Compliance (uk) and GDPR
- Michael BoyceMember of Governing Body
- Deborah CunninghamMember of Governing Body
- Gregory DulskiChair of Governing Body
- Richard NovakTreasurer
- Ronan WalshMember of Governing Body
Staff
- 11 employees
- 8 in advisory functions
Fees
Federated Hermes (uk) is paid through a percentage of assets under management and other.
Federated Hermes (uk)’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Federated Hermes (uk) has 0 offices, with 1 listed address with no US state reported.
Registration details
- Legal name
- Federated Hermes (uk) LLP
- Headquarters
- 150 Cheapside, London, United Kingdom EC2V 6ET
- Phone
- 442072928620
- Website
- Not reported
- SEC file
- 801-78591
- Structure
- limited liability partnership organized in United Kingdom
- 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 Federated Hermes (uk) have?
Federated Hermes (uk) has 18 clients and manages $24.7 billion for them, as of March 2026. They include 11 pooled investment vehicles, 5 investment companies and 2 sovereign wealth funds and foreign official institutions.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026
What services does Federated Hermes (uk) offer?
Federated Hermes (uk) provides portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions and other activities.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Federated Hermes (uk) use?
Federated Hermes (uk)’s separately managed account assets are held at State Street Bank & Trust Company (North Quincy, MA), with $3,694,866,563. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026
How many financial advisors does Federated Hermes (uk) have?
Federated Hermes (uk) has 0 investment adviser representatives registered with state securities authorities, out of 11 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
What does Federated Hermes (uk) invest in?
At the end of its last fiscal year, Federated Hermes (uk)’s separately managed accounts held 96% investment grade corporate bonds, 3% cash and equivalents and 1% state and local bonds. It advises 1 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Federated Hermes (uk)?
Federated Hermes (uk) is owned through a chain of holding companies by Federated Hermes, Inc. Its direct owner is Federated Hermes LTD (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 27 March 2026
How does Federated Hermes (uk) get paid?
Federated Hermes (uk) is paid through a percentage of assets under management and other arrangements. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file