Affirmative Investment Management Partners Limited is a large advisory firm based in London. It manages $427.2 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2016.
Affirmative Investment Management Partners Limited provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Affirmative Investment Management Partners Limited is $427.2 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 4172% since the beginning of its operation, and $348.02 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay Affirmative Investment Management Partners Limited for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to investment companies, high net worth individuals, and pooled investment vehicles. The largest group of clients of Stephen Charles Fitzgerald is investment companies with 3 clients and $333.02 million of assets under management. Among the 9 most similar advisory firms, Affirmative Investment Management Partners Limited has the highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $427.2 million for 6 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 67% of the firm’s clients are foreign persons or businesses.
Affirmative Investment Management Partners Limited also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $5,000,000 for each fund.
The company employs 19 people that are either part- or full-time employees. 63 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Stephen Charles Fitzgerald has been acting as President since 1 Jun 2014. Michelle Anne Smith joined the executive team most recently as the Senior Partner; Chief Operating Officer; Chief Compliance Officer.
The principal office where Affirmative Investment Management Partners Limited performs its advisory services is located at 7 Birchin Lane, 3 Rd Floor, London, Ec3 V 9 Bw, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number +44 (0)2039496900. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at affirmativeim.com/.