9AT: CLEAN ENERGY TRANSITION LLP

other names

CLEAN ENERGY TRANSITION LLP

Adviser Profile

As of Date	06/30/2025
ADV Location	LONDON, United Kingdom
Adviser Type - Large advisory firm - Outside the United States
Number of Employees	15
of those in investment advisory functions	5 -38%
Registration	SEC, Approved, 08/09/2021

AUM^*	4,015,423,280 14%
of that, discretionary	4,015,423,280 14%
Private Fund GAV^*	3,424,254,574 9%
Avg Account Size	446,158,142 -11%
SMA’s	No
Private Funds	5 2
Contact Info	+44 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Charitable organizations

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Fund Type	Count	GAV
Fund TypeHedge Fund	Count3	GAV$2,511,951,204
Fund TypeOther Private Fund	Count2	GAV$912,303,370

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser IMARA ASSET MANAGEMENT LIMITED	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM42.8m	#Funds-
Adviser SQN INVESTORS LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM279.1m	#Funds-
Adviser WESTROCK ASSET MANAGEMENT, LLC	Hedge Fund151.4m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund29.2m	Total Private Fund GAV180.6m	AUM162.7m	#Funds5
Adviser UNIMAR	Hedge Fund66.6m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund117.9m	Total Private Fund GAV184.5m	AUM230.8m	#Funds8
Adviser CALLODINE CAPITAL MANAGEMENT	Hedge Fund562.6m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund66.4m	Total Private Fund GAV628.9m	AUM787.3m	#Funds6
Adviser INVESTCORP ABSOLUTE RETURN INVESTMENTS LLC	Hedge Fund87.5m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund522.4m	Total Private Fund GAV609.9m	AUM1.3b	#Funds3
Adviser BALEEN CAPITAL MANAGEMENT LLC	Hedge Fund136.8k	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund31.9m	Total Private Fund GAV32.0m	AUM168.7m	#Funds3
Adviser AEW CAPITAL MANAGEMENT LP	Hedge Fund172.1m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund433.1m	Total Private Fund GAV605.2m	AUM4.8b	#Funds15
Adviser ADVANTAGE ADVISERS MANAGEMENT, LLC	Hedge Fund468.8m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV468.8m	AUM468.8m	#Funds1
Adviser CRYSTAL CAPITAL PARTNERS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund1.0b	Total Private Fund GAV1.0b	AUM1.0b	#Funds9

Brochure Summary

Overview

Clean Energy Transition LLP (“the Firm”) launched on December 1, 2021 via the spin-out of Lansdowne Partners (UK) LLP’s (“Lansdowne”) Global Energy Team and its range of funds. The Firm was established on 26 March 2021 by its initial partners:
• Per Lekander, the majority owner of the Firm and its Portfolio Manager and Chief Executive Officer;
• Eirik Hogner, the Firm’s Chief Financial Officer and Deputy Portfolio Manager;
• Benjamin Singh, the Firm’s Chief Operating Officer and Chief Compliance Officer; and
• Paul Sheppard, the Firm’s Head of Trading. Together with Sophia Hart, Partner and Strategist, the above individuals form the Firm’s Executive Committee. The Firm is authorised and regulated by the Financial Conduct Authority (“FCA”) in the United Kingdom and provides investment advisory services on a discretionary basis to its clients, including unauthorised commingled investment vehicles, intended for institutional and other sophisticated investors, as well as delegated mandates for certain sub-funds within Irish domiciled ICAVs authorised by the Central Bank of Ireland as Qualifying Investor Alternative Investment Funds (collectively “the funds” or “the clients”). The funds managed by the Firm can be grouped as follows:
• Energy Dynamics Funds – equity long/short funds investing in core energy sectors (oil and gas,

renewables, utilities, infrastructure and commodity futures) and energy linked sectors (capital goods, transport, technology, autos and mining).
• Clean Energy Funds – equity long only funds investing in clean generation equipment, new energy technologies, renewables operators, electricals, infrastructure and power generators that have demonstrated a path to sustainability. Each fund and sub-fund managed by the Firm contains a number of different share classes, which differ as to matters such as reporting currency, minimum investment, redemption terms, treatment of income and fees. The funds have entered, and the Firm may in the future enter, into agreements with certain significant or strategic investors in the applicable fund, whereby such investors may be subject to terms and conditions that are different from, or more advantageous than, those set forth in such fund’s offering documents. The information contained in this Brochure summarises the details contained within the offering documents prepared for each of the funds. The Brochure is not required to provide all the information which a prospective investor will require prior to making an investment. As at 31 March 2023, the regulatory assets under management attributable to the funds managed by the Firm stood at approximately US$3.674 billion (all of which is managed on a discretionary basis).

CLEAN ENERGY TRANSITION LLP

Adviser Profile

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