GOODHART PARTNERS LLP
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $570.0M |
| Discretionary | $570.0M100% of AUM |
| Client Accounts | 9 |
| Avg Account Size | $63.3M |
| Employees | 16 |
| Peak AUM | $1.07BJun 2018 |
| AUM CAGR | +2.1% /yrover 11 yrs · 21 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $570M | 16.5% | 12.7% | 10.5% | |
| Discretionary AUM | $570M | ||||
Key Metrics
| Total AUM | $570.0M |
| Discretionary | $570.0M |
| Employees | 16 |
| Client Accounts | 9 |
| Client Range | 0 |
Contact & Location
Address
QUEENSLAND HOUSE
LONDON WC2R 0LT
United Kingdom
Phone
+44 (0)20 7379 3000
Filing History
21 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Institutional)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$570M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pooled Vehicles
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Investment AdviserLaw Firm