Clients
Longview Partners serves 8 clients. The average client has about $1.44 billion with the firm.
- Pooled investment vehicles8 clients51%
- Pension and profit-sharing plans7%
- Charitable organizations3%
- State or municipal government entities20%
- Sovereign wealth funds and foreign official institutions18%
- Corporations and other businesses0%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 8 | $5,912,903,898 | 51.4% | $739.1M |
| Pension and profit-sharing plans | Not reported | $844,783,559 | 7.3% | — |
| Charitable organizations | Not reported | $305,765,650 | 2.7% | — |
| State or municipal government entities | Not reported | $2,344,417,403 | 20.4% | — |
| Sovereign wealth funds and foreign official institutions | Not reported | $2,069,907,078 | 18.0% | — |
| Corporations and other businesses | Not reported | $28,344,512 | 0.2% | — |
| Total | 8 | $11,506,122,100 | 100% | $1.44B |
- Clients
- 8
- Regulatory AUM
- $5,912,903,898
- Share
- 51.4%
- Avg. per client
- $739.1M
- Clients
- Not reported
- Regulatory AUM
- $844,783,559
- Share
- 7.3%
- Avg. per client
- —
- Clients
- Not reported
- Regulatory AUM
- $305,765,650
- Share
- 2.7%
- Avg. per client
- —
- Clients
- Not reported
- Regulatory AUM
- $2,344,417,403
- Share
- 20.4%
- Avg. per client
- —
- Clients
- Not reported
- Regulatory AUM
- $2,069,907,078
- Share
- 18.0%
- Avg. per client
- —
- Clients
- Not reported
- Regulatory AUM
- $28,344,512
- Share
- 0.2%
- Avg. per client
- —
Total
- Clients
- 8
- Regulatory AUM
- $11,506,122,100
- Share
- 100%
- Avg. per client
- $1.44B
What it does
Longview Partners provides portfolio management for pooled vehicles and portfolio management for institutions. It is paid through a percentage of assets and performance-based fees.
Longview Partners advises no private funds.
100.0% of assets ($11.51B across 21 accounts) are managed with discretion. 76% 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
Longview Partners’ client accounts are held mainly at The Bank of New York Mellon, with 22% of managed assets, and The Northern Trust, with 10%. Longview Partners does not have custody of client assets.
- The Bank of New York MellonThe Bank of New York Mellon · New York, NY · $2.54B22%
- The Northern TrustThe Northern Trust Company · London · $1.14B10%
- HSBC Hong KongHSBC Hong Kong · Hong Kong · $763.1M7%
- J.P. MorganJP Morgan London · London · $619.7M5%
- All other custodians$6.45B56%
Ownership and leadership
Longview Partners (uk) Limited owns 75% or more of Longview Partners, and Marina Lund is its CEO.
- Owns 75% or more of Longview Partners LLP
Longview Partners (uk) Limited
Control person · since July 2012
- Owns 75% or more of Longview Partners (uk) Limited
Longview Partners (guernsey) Limited
Control person · since October 2001
- Owns 75% or more of Longview Partners (guernsey) Limited
Northill Longview Holdings (guernsey) Limited
Control person · since June 2014
- Owns 75% or more of Northill Longview Holdings (guernsey) Limited
Northill Jersey Holdings, L.P.
Control person · since March 2014
- Owns 25% to 50% of Northill Jersey Holdings, L.P.
Northill Capital (jersey) L.P.
Control person · since January 2011
- Owns 75% or more of Northill Capital (jersey) L.P.
Northill Invest LP
Control person · since November 2015
- Owns 75% or more of Northill Invest LP
Landmark LP
Control person · since November 2015
- Owns 50% to 75% of Landmark LP
Ernesto Bertarelli
Control person · since January 2011
- Owns 25% to 50% of Landmark LP
Donata Guichard-Bertarelli
Control person · since January 2011
LM (GP) Limited
General partner · Control person · since November 2008
- Owns 75% or more of LM (GP) Limited
Bertarelli Partners LTD
Control person · since January 2011
B-Flexion GP Limited
General partner · Control person · since November 2015
B-Flexion Am Holdings Limited
General partner · Control person · since June 2012
- Owns 75% or more of B-Flexion Am Holdings Limited
B-Flexion Holdings (switzerland) Sa
Control person · since June 2020
- Owns 75% or more of B-Flexion Holdings (switzerland) Sa
B-Flexion Holdings Sa
Control person · since June 2024
- Owns 75% or more of B-Flexion Holdings Sa
B-Flexion Group Holdings Sa
Control person · since June 2024
Leadership
- Marina LundChief Executive Officer
- Emma DaviesChief Financial Officer
- Benjamin WelsherChief Operating Officer
- Aimee BoveHead of Compliance; Executive Committee Member
- Emma DaviesMember, Executive Committee
- Marina LundMember, Executive Committee
- Alexander PhilippsChief Investment Officer
- Tjeerd VoskampMember, Executive Committee
- Benjamin WelsherMember, Executive Committee
Staff
- 39 employees
- 10 in advisory functions
Fees
Longview Partners is paid through a percentage of assets under management and performance-based fees.
Longview Partners’ fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Longview Partners has 0 offices, with 1 listed address with no US state reported.
Registration details
- Legal name
- Longview Partners LLP
- Headquarters
- Savoystrand, 105 Strand, London, United Kingdom WC2R 0AA
- Phone
- 4402078094100
- Website
- www.longview-partners.com
- SEC file
- 801-66273
- 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 Longview Partners have?
Longview Partners has 8 clients and manages $11.5 billion for them, as of March 2026.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 18 March 2026
What services does Longview Partners offer?
Longview Partners 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 Longview Partners use?
Longview Partners’ separately managed account assets are held at The Bank of New York Mellon (New York, NY), with $2,538,578,894, The Northern Trust Company (London), with $1,136,230,203, HSBC Hong Kong (Hong Kong), with $763,139,025 and JP Morgan London (London), with $619,701,784. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 March 2026
How many financial advisors does Longview Partners have?
Longview Partners has 0 investment adviser representatives registered with state securities authorities, out of 39 employees, and 10 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 Longview Partners invest in?
At the end of its last fiscal year, Longview Partners’ 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 Longview Partners?
Longview Partners is owned through a chain of holding companies by Ernesto Bertarelli, Donata Guichard-Bertarelli, B-Flexion Group Holdings Sa and Bertarelli Partners LTD. Its direct owner is Longview Partners (uk) Limited (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 18 March 2026
How does Longview Partners get paid?
Longview Partners 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