Clients
Life Cycle Investment Partners Limited serves 27 clients, 9 of them pooled investment vehicles. The average client has about $1.09 billion with the firm.
- Pooled investment vehicles9 clients22%
- Pension and profit-sharing plans9 clients66%
- State or municipal government entities4 clients8%
- OtherSovereign wealth funds and foreign official institutions, Other4%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 9 | $6,530,553,414 | 22.2% | $725.6M |
| Pension and profit-sharing plans | 9 | $19,257,436,501 | 65.5% | $2.14B |
| State or municipal government entities | 4 | $2,439,284,062 | 8.3% | $609.8M |
| Sovereign wealth funds and foreign official institutions | 1 | $566,305,991 | 1.9% | $566.3M |
| Other | 4 | $587,107,110 | 2.0% | $146.8M |
| Total | 27 | $29,380,687,078 | 100% | $1.09B |
- Clients
- 9
- Regulatory AUM
- $6,530,553,414
- Share
- 22.2%
- Avg. per client
- $725.6M
- Clients
- 9
- Regulatory AUM
- $19,257,436,501
- Share
- 65.5%
- Avg. per client
- $2.14B
- Clients
- 4
- Regulatory AUM
- $2,439,284,062
- Share
- 8.3%
- Avg. per client
- $609.8M
- Clients
- 1
- Regulatory AUM
- $566,305,991
- Share
- 1.9%
- Avg. per client
- $566.3M
- Clients
- 4
- Regulatory AUM
- $587,107,110
- Share
- 2.0%
- Avg. per client
- $146.8M
Total
- Clients
- 27
- Regulatory AUM
- $29,380,687,078
- Share
- 100%
- Avg. per client
- $1.09B
What it does
Life Cycle Investment Partners Limited provides portfolio management for pooled vehicles and portfolio management for institutions. It is paid through a percentage of assets and performance-based fees.
Life Cycle Investment Partners Limited advises no private funds.
100.0% of assets ($29.38B across 27 accounts) are managed with discretion. 78% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
What the accounts hold
- Stocks99%
- Cash1%
Custodians
Life Cycle Investment Partners Limited’s client accounts are held mainly at State Street Bank International GMBH, with 16% of managed assets. Life Cycle Investment Partners Limited does not have custody of client assets.
- State Street Bank International GMBHState Street Bank International GMBH · Gdansk · $4.58B16%
- All other custodians$24.80B84%
Ownership and leadership
Pinnacle Investment Management Limited owns 25% to 50% of Life Cycle Investment Partners Limited.
- Owns 25% to 50% of Life Cycle Investment Partners Limited
Pinnacle Investment Management Limited
Control person · since May 2025
- Owns 25% to 50% of Pinnacle Investment Management Limited
Pinnacle Investment Management Group Limited
Control person · since May 2025
- Owns 25% to 50% of Life Cycle Investment Partners Limited
Akureyri Holdings Limited
Control person · since May 2025
- Owns 75% or more of Akureyri Holdings Limited
Peter Rutter
Control person · since May 2025
- Owns 10% to 25% of Life Cycle Investment Partners Limited
9tb Limited
Control person · since May 2025
- Owns 75% or more of 9tb Limited
William Kenney
Control person · since May 2025
- Owns 10% to 25% of Life Cycle Investment Partners Limited
Jec PM Limited
Control person · since May 2025
- Owns 75% or more of Jec PM Limited
James Clarke
Control person · since May 2025
- Owns 10% to 25% of Life Cycle Investment Partners Limited
Kingsmead Capital Limited
Control person · since May 2025
- Owns 75% or more of Kingsmead Capital Limited
Christopher Parr
Control person · since May 2025
- Owns 5% to 10% of Life Cycle Investment Partners Limited
Lancelot Equity Limited
Control person · since May 2025
- Owns 75% or more of Lancelot Equity Limited
Nikolai De Walden
Control person · since May 2025
Leadership
- Jessica FreckletonChief Compliance Officer
- Marek BonhamHead of Trading and Business Operations
- James ClarkeDirector, Senior Portfolio Manager
- William KenneyDirector, Senior Portfolio Manager
- Christopher ParrDirector, Portfolio Manager
- Peter RutterDirector, Managing Director, Senior Portfolio Manager
Staff
- 14 employees
- 8 in advisory functions
- 1 soliciting firm
Fees
Life Cycle Investment Partners Limited is paid through a percentage of assets under management and performance-based fees.
Life Cycle Investment Partners Limited’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Life Cycle Investment Partners Limited has 0 offices, with 1 listed address with no US state reported.
Registration details
- Legal name
- Life Cycle Investment Partners Limited
- Headquarters
- 4 Frederick'S Place, London, United Kingdom EC2R 8AB
- Phone
- 442045918446
- Website
- Not reported
- SEC file
- 801-134273
- Structure
- other (specify) organized in United Kingdom
- Fiscal year end
- June
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 Life Cycle Investment Partners Limited have?
Life Cycle Investment Partners Limited has 27 clients and manages $29.4 billion for them, as of September 2026. They include 9 pooled investment vehicles, 9 pension and profit-sharing plans and 4 state or municipal government entities.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 16 September 2026
What services does Life Cycle Investment Partners Limited offer?
Life Cycle Investment Partners Limited provides portfolio management for pooled vehicles and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Life Cycle Investment Partners Limited use?
Life Cycle Investment Partners Limited’s separately managed account assets are held at State Street Bank International GMBH (Gdansk), with $4,583,967,298. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 16 September 2026
How many financial advisors does Life Cycle Investment Partners Limited have?
Life Cycle Investment Partners Limited has 0 investment adviser representatives registered with state securities authorities, out of 14 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 Life Cycle Investment Partners Limited invest in?
At the end of its last fiscal year, Life Cycle Investment Partners Limited’s separately managed accounts held 99% exchange-traded equities and 1% cash and equivalents. It advises no private funds of its own.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Life Cycle Investment Partners Limited?
Life Cycle Investment Partners Limited is owned through holding companies by Pinnacle Investment Management Group Limited, Peter Rutter, Christopher Parr, James Clarke, William Kenney and Nikolai De Walden. Its direct owners are Pinnacle Investment Management Limited, Lancelot Equity Limited, Akureyri Holdings Limited, 9tb Limited, Jec PM Limited and Kingsmead Capital Limited, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 16 September 2026
How does Life Cycle Investment Partners Limited get paid?
Life Cycle Investment Partners Limited 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