{"url":"https://nivawealth.com/firms/life-cycle-investment-partners-limited-337788","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/337788","regulatoryAum":29380687078,"crd":"337788","secFileNumber":"801-134273","legalName":"Life Cycle Investment Partners Limited","displayName":"Life Cycle Investment Partners Limited","website":null,"linkedinUrl":"https://www.linkedin.com/company/life-cycle-investment-partners/","founded":null,"organization":"other (specify) organized in United Kingdom","fiscalYearEnd":"June","headquarters":{"street":"4 Frederick'S Place","city":"London","state":"","stateName":"","country":"United Kingdom","postalCode":"EC2R 8AB"},"tradeNames":[],"registration":{"secApproved":"8 December 2025","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":14,"advisory":8,"brokerDealerReps":0,"insuranceAgents":0,"promoters":1},"aum":{"discretionary":29380687078,"discretionaryAccounts":27,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":78,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":9,"regulatoryAum":6530553414},{"label":"Pension and profit-sharing plans","clients":9,"regulatoryAum":19257436501},{"label":"State or municipal government entities","clients":4,"regulatoryAum":2439284062},{"label":"Sovereign wealth funds and foreign official institutions","clients":1,"regulatoryAum":566305991},{"label":"Other","clients":4,"regulatoryAum":587107110}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[{"name":"State Street Bank International GMBH","shortName":"State Street Bank International GMBH","location":"Gdansk","smaAssets":4583967298}],"custodyNote":"Life Cycle Investment Partners Limited does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Jessica Freckleton","title":"Chief Compliance Officer","crd":"8181009"},{"name":"Marek Bonham","title":"Head of Trading and Business Operations","crd":"8142047"},{"name":"James Clarke","title":"Director, Senior Portfolio Manager","crd":"8137611"},{"name":"William Kenney","title":"Director, Senior Portfolio Manager","crd":"8137614"},{"name":"Christopher Parr","title":"Director, Portfolio Manager","crd":"8137605"},{"name":"Peter Rutter","title":"Director, Managing Director, Senior Portfolio Manager","crd":"8137600"}],"ownership":[{"label":"Pinnacle Investment Management Limited","detail":"Shareholder in the 25% to 50% ownership band and a control person, since May 2025."},{"label":"Lancelot Equity Limited","detail":"Shareholder in the 5% to 10% ownership band and a control person, since May 2025."},{"label":"Akureyri Holdings Limited","detail":"Shareholder in the 25% to 50% ownership band and a control person, since May 2025."},{"label":"9tb Limited","detail":"Shareholder in the 10% to 25% ownership band and a control person, since May 2025."},{"label":"Jec PM Limited","detail":"Shareholder in the 10% to 25% ownership band and a control person, since May 2025."},{"label":"Kingsmead Capital Limited","detail":"Shareholder in the 10% to 25% ownership band and a control person, since May 2025."},{"label":"Pinnacle Investment Management Group Limited","detail":"Indirect owner: a shareholder of Pinnacle Investment Management Limited in the 25% to 50% band and a control person, since May 2025.","parent":"Pinnacle Investment Management Limited"},{"label":"Peter Rutter","detail":"Indirect owner: a shareholder of Akureyri Holdings Limited in the 75% or more band and a control person, since May 2025.","parent":"Akureyri Holdings Limited"},{"label":"Christopher Parr","detail":"Indirect owner: a shareholder of Kingsmead Capital Limited in the 75% or more band and a control person, since May 2025.","parent":"Kingsmead Capital Limited"},{"label":"James Clarke","detail":"Indirect owner: a shareholder of Jec PM Limited in the 75% or more band and a control person, since May 2025.","parent":"Jec PM Limited"},{"label":"William Kenney","detail":"Indirect owner: a shareholder of 9tb Limited in the 75% or more band and a control person, since May 2025.","parent":"9tb Limited"},{"label":"Nikolai De Walden","detail":"Indirect owner: a shareholder of Lancelot Equity Limited in the 75% or more band and a control person, since May 2025.","parent":"Lancelot Equity Limited"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"officesByState":[],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"442045918446","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)","Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":99},{"label":"Cash and cash equivalents","percent":1}],"privateFunds":0},"sources":{"adv1FilingDate":"16 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/337788/PDF/337788.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Life Cycle Investment Partners Limited have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Life Cycle Investment Partners Limited offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Life Cycle Investment Partners Limited use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Life Cycle Investment Partners Limited have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Life Cycle Investment Partners Limited invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Life Cycle Investment Partners Limited?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Life Cycle Investment Partners Limited get paid?","answer":"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","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."}