De Lisle Partners LLP is a large advisory firm based in Poole. It manages $29.77 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2006.
De Lisle Partners provides portfolio management for pooled investment vehicles. 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 De Lisle Partners LLP is $29.77 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay De Lisle Partners LLP for their services and products based on a percentage of assets under management and performance-based fees. 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.
Sarah Catherine De Lisle joined the executive team most recently as the Chief Compliance Officer.
The principal office where De Lisle Partners LLP performs its advisory services is located at Cliff House 8 A Westminster Road, Poole, Bh13 6 Jw, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 00 44 1202-751801 or by fax 00 44 1202-751801. The normal business hours are 9am -6pm on Monday - Friday. You can find more information about the New York firm at www.delislepartners.com.