{"url":"https://nivawealth.com/firms/longview-partners-139390","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/139390","regulatoryAum":11506122100,"crd":"139390","secFileNumber":"801-66273","legalName":"Longview Partners LLP","displayName":"Longview Partners","website":"http://www.longview-partners.com","founded":null,"organization":"limited liability partnership organized in United Kingdom","fiscalYearEnd":"December","headquarters":{"street":"Savoystrand, 105 Strand","city":"London","state":"","stateName":"","country":"United Kingdom","postalCode":"WC2R 0AA"},"tradeNames":[],"registration":{"secApproved":"24 March 2006","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":39,"advisory":10,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":11506122100,"discretionaryAccounts":21,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":76,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":8,"regulatoryAum":5912903898},{"label":"Pension and profit-sharing plans","clients":null,"regulatoryAum":844783559},{"label":"Charitable organizations","clients":null,"regulatoryAum":305765650},{"label":"State or municipal government entities","clients":null,"regulatoryAum":2344417403},{"label":"Sovereign wealth funds and foreign official institutions","clients":null,"regulatoryAum":2069907078},{"label":"Corporations and other businesses","clients":null,"regulatoryAum":28344512}],"fees":[],"feeNotes":[],"custodians":[{"name":"The Bank of New York Mellon","shortName":"The Bank of New York Mellon","location":"New York, NY","smaAssets":2538578894},{"name":"The Northern Trust Company","shortName":"The Northern Trust","location":"London","smaAssets":1136230203},{"name":"HSBC Hong Kong","shortName":"HSBC Hong Kong","location":"Hong Kong","smaAssets":763139025},{"name":"JP Morgan London","shortName":"J.P. Morgan","location":"London","smaAssets":619701784}],"custodyNote":"Longview Partners does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Marina Lund","title":"Chief Executive Officer","crd":"4410156"},{"name":"Emma Davies","title":"Chief Financial Officer","crd":"7331174"},{"name":"Benjamin Welsher","title":"Chief Operating Officer","crd":"7331179"},{"name":"Aimee Bove","title":"Head of Compliance; Executive Committee Member","crd":"8139836"},{"name":"Emma Davies","title":"Member, Executive Committee","crd":"7331174"},{"name":"Marina Lund","title":"Member, Executive Committee","crd":"4410156"},{"name":"Alexander Philipps","title":"Chief Investment Officer","crd":"7331173"},{"name":"Tjeerd Voskamp","title":"Member, Executive Committee","crd":"8232670"},{"name":"Benjamin Welsher","title":"Member, Executive Committee","crd":"7331179"}],"ownership":[{"label":"Longview Partners (uk) Limited","detail":"Managing member of longview partners llp in the 75% or more ownership band and a control person, since July 2012."},{"label":"Longview Partners (guernsey) Limited","detail":"Indirect owner: a owner of Longview Partners (uk) Limited in the 75% or more band and a control person, since October 2001.","parent":"Longview Partners (uk) Limited"},{"label":"Northill Jersey Holdings, L.P.","detail":"Indirect owner: a owner of Northill Longview Holdings (guernsey) Limited in the 75% or more band and a control person, since March 2014.","parent":"Northill Longview Holdings (guernsey) Limited"},{"label":"Northill Capital (jersey) L.P.","detail":"Indirect owner: a limited partner of Northill Jersey Holdings, L.P. in the 25% to 50% band and a control person, since January 2011.","parent":"Northill Jersey Holdings, L.P."},{"label":"B-Flexion Am Holdings Limited","detail":"Indirect owner: general partner of Northill Capital (jersey) L.P. and a control person, since June 2012. Also general partner of Northill Jersey Holdings, L.P. and a control person, since June 2012.","parent":"Northill Capital (jersey) L.P."},{"label":"Landmark LP","detail":"Indirect owner: a limited partner of Northill Invest LP in the 75% or more band and a control person, since November 2015.","parent":"Northill Invest LP"},{"label":"Ernesto Bertarelli","detail":"Indirect owner: a limited partner of Landmark LP in the 50% to 75% band and a control person, since January 2011. Also a owner of Bertarelli Partners LTD in the 75% or more band and a control person, since August 2023. Also a owner of B-Flexion Group Holdings Sa in the 75% or more band and a control person, since August 2023.","parent":"Landmark LP"},{"label":"Donata Guichard-Bertarelli","detail":"Indirect owner: a limited partner of Landmark LP in the 25% to 50% band and a control person, since January 2011.","parent":"Landmark LP"},{"label":"LM (GP) Limited","detail":"Indirect owner: general partner of Landmark LP and a control person, since November 2008.","parent":"Landmark LP"},{"label":"Northill Longview Holdings (guernsey) Limited","detail":"Indirect owner: a owner of Longview Partners (guernsey) Limited in the 75% or more band and a control person, since June 2014.","parent":"Longview Partners (guernsey) Limited"},{"label":"Northill Invest LP","detail":"Indirect owner: a limited partner of Northill Capital (jersey) L.P. in the 75% or more band and a control person, since November 2015.","parent":"Northill Capital (jersey) L.P."},{"label":"B-Flexion GP Limited","detail":"Indirect owner: general partner of Northill Invest LP and a control person, since November 2015.","parent":"Northill Invest LP"},{"label":"B-Flexion Holdings (switzerland) Sa","detail":"Indirect owner: a owner of B-Flexion Am Holdings Limited in the 75% or more band and a control person, since June 2020. Also a owner of B-Flexion GP Limited in the 75% or more band and a control person, since June 2020.","parent":"B-Flexion Am Holdings Limited"},{"label":"B-Flexion Group Holdings Sa","detail":"Indirect owner: a owner of B-Flexion Holdings Sa in the 75% or more band and a control person, since June 2024.","parent":"B-Flexion Holdings Sa"},{"label":"Bertarelli Partners LTD","detail":"Indirect owner: a owner of LM (GP) Limited in the 75% or more band and a control person, since January 2011.","parent":"LM (GP) Limited"},{"label":"B-Flexion Holdings Sa","detail":"Indirect owner: a owner of B-Flexion Holdings (switzerland) Sa in the 75% or more band and a control person, since June 2024.","parent":"B-Flexion Holdings (switzerland) Sa"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"officesByState":[],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"4402078094100","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":"18 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/139390/PDF/139390.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Longview Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Longview Partners offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Longview Partners use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Longview Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Longview Partners invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Longview Partners?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Longview Partners get paid?","answer":"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","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."}