{"url":"https://nivawealth.com/firms/lingotto-investment-management-324295","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/324295","regulatoryAum":12707822976,"crd":"324295","secFileNumber":"801-131276","legalName":"Lingotto Investment Management LLP","displayName":"Lingotto Investment Management","website":"https://www.lingotto.com","linkedinUrl":"https://uk.linkedin.com/company/lingotto-investment-management-llp","founded":null,"organization":"limited liability partnership organized in United Kingdom","fiscalYearEnd":"December","headquarters":{"street":"7 Seymour Street","city":"London","state":"","stateName":"","country":"United Kingdom","postalCode":"W1H 7JW"},"tradeNames":[],"registration":{"secApproved":"22 October 2024","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":35,"advisory":14,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":12707822976,"discretionaryAccounts":16,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":60,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":14,"regulatoryAum":12452660796},{"label":"Pension and profit-sharing plans","clients":1,"regulatoryAum":223827151},{"label":"Charitable organizations","clients":1,"regulatoryAum":31335029}],"fees":[],"feeNotes":[],"custodians":[{"name":"The Northern Trust Company","shortName":"The Northern Trust","location":"Chicago, IL","smaAssets":255162180}],"custodyNote":"Lingotto Investment Management has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Enrico Vellano","title":"Chief Executive Officer","crd":"7740976"},{"name":"Bon Man Ha","title":"Chief Operating Officer","crd":"6239765"},{"name":"Loise Kabucho","title":"Chief Compliance Officer","crd":"8050853"}],"ownership":[{"label":"Lingotto Investment Management (uk) Limited","detail":"Majority shareholder in the 75% or more ownership band and a control person, since October 2021."},{"label":"Exor N.V.","detail":"Indirect owner: a sole owner of Exor Investments Limited in the 75% or more band and a control person, since July 2016. Also a sole owner of Lingotto Investment Management (uk) Limited in the 75% or more band and a control person, since January 2021.","parent":"Exor Investments Limited"},{"label":"Giovanni Agnelli B.V.","detail":"Indirect owner: a majority shareholder of Exor N.V. in the 75% or more band and a control person, since December 2016.","parent":"Exor N.V."},{"label":"Dicembre Societa Semplice","detail":"Indirect owner: a shareholder of Giovanni Agnelli B.V. in the 25% to 50% band and a control person, since December 2016.","parent":"Giovanni Agnelli B.V."},{"label":"John Elkann","detail":"Indirect owner: a majority shareholder of Dicembre Societa Semplice in the 50% to 75% band and a control person, since May 2003.","parent":"Dicembre Societa Semplice"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"officesByState":[],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"4402039579252","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":94},{"label":"Cash and cash equivalents","percent":6}],"privateFunds":3},"sources":{"adv1FilingDate":"20 April 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/324295/PDF/324295.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Lingotto Investment Management have?","answer":"Lingotto Investment Management has 16 clients and manages $12.7 billion for them, as of April 2026. They include 14 pooled investment vehicles, 1 pension and profit-sharing plans and 1 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 20 April 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Lingotto Investment Management offer?","answer":"Lingotto Investment Management 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 Lingotto Investment Management use?","answer":"Lingotto Investment Management’s separately managed account assets are held at The Northern Trust Company (Chicago, IL), with $255,162,180. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 20 April 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Lingotto Investment Management have?","answer":"Lingotto Investment Management has 0 investment adviser representatives registered with state securities authorities, out of 35 employees, and 14 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 Lingotto Investment Management invest in?","answer":"At the end of its last fiscal year, Lingotto Investment Management’s separately managed accounts held 94% exchange-traded equities and 6% cash and equivalents. It advises 3 private funds.","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 Lingotto Investment Management?","answer":"Lingotto Investment Management is owned through a chain of holding companies by John Elkann. Its direct owners are Lingotto Investment Management (uk) Limited (75% or more) and Exor N.V. (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 20 April 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Lingotto Investment Management get paid?","answer":"Lingotto Investment Management 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."}