9AT: LANSDOWNE PARTNERS (UK) LLP

other names

Adviser Profile

As of Date	06/27/2024
Adviser Type - Large advisory firm - Outside the United States
Number of Employees	71 10.94%
of those in investment advisory functions	20 5.26%
Registration	SEC, Approved, 08/01/2014

AUM^*	7,227,404,099 -5.83%
of that, discretionary	7,227,404,099 -5.83%
Private Fund GAV^*	3,010,768,920 -11.42%
Avg Account Size	212,570,709 -11.37%
SMA’s	Yes
Private Funds	18 10
Contact Info	44- xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- State or municipal government entities
- Sovereign wealth funds and foreign official institutions

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	Count17	GAV$2,404,865,409
Fund TypeOther Private Fund	Count1	GAV$605,903,511

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 ADVISORY RESEARCH INC	Hedge Fund148.0m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV148.0m	AUM721.5m	#Funds2
Adviser OPTIMA ASSET MANAGEMENT LLC	Hedge Fund599.9m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund79.1m	Total Private Fund GAV679.0m	AUM807.4m	#Funds20
Adviser BAYVIEW ASSET MANAGEMENT, LLC	Hedge Fund45.7b	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund426.4m	Total Private Fund GAV46.1b	AUM44.8b	#Funds50
Adviser SAMLYN CAPITAL, LLC	Hedge Fund11.7b	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund972.6k	Total Private Fund GAV11.7b	AUM9.7b	#Funds10
Adviser RADCLIFFE CAPITAL MANAGEMENT, L.P.	Hedge Fund2.5b	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund906.5m	Total Private Fund GAV3.4b	AUM4.4b	#Funds15
Adviser HILLSDALE INVESTMENT MANAGEMENT INC.	Hedge Fund835.7m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund6.1m	Total Private Fund GAV841.9m	AUM4.5b	#Funds7
Adviser DALTON INVESTMENTS, INC.	Hedge Fund296.7m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund236.0m	Total Private Fund GAV532.7m	AUM4.1b	#Funds18
Adviser AVENUE ASIA CAPITAL MANAGEMENT, L.P.	Hedge Fund1.8b	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund37.5m	Total Private Fund GAV1.8b	AUM1.8b	#Funds7
Adviser FORMULA GROWTH LIMITED	Hedge Fund242.1m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund127.1m	Total Private Fund GAV369.2m	AUM369.2m	#Funds7
Adviser AMUNDI ASSET MANAGEMENT US, INC.	Hedge Fund1.1b	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund16.5m	Total Private Fund GAV1.1b	AUM122.1b	#Funds6

Brochure Summary

Overview

On July 1, 2014, Lansdowne Partners (UK) LLP (“the Adviser”) succeeded to the business of Lansdowne Partners Limited Partnership ("LPLP"), which acted by its general partner Lansdowne Partners Limited ("LPL"), both of which were previously registered with the SEC since 2004. LPL is the first Corporate Member of the Adviser. Sir Paul Ruddock and Steven Heinz founded LPLP in 1998 and are the principal owners of LPL. Peter Davies is also a shareholder of LPL. Suzanna Nutton acts as the Chief Executive Officer and Brian Heyworth acts as Co-Managing Partner. The Adviser provides investment advisory services on a discretionary basis to its clients, including commingled investment vehicles intended for institutional investors and other sophisticated investors and investment vehicles formed for particular investors (collectively, the “Funds”), and separately managed accounts for sophisticated financial institutions (the “Accounts”). The Adviser

also provides ancillary support services to other third party investment advisers and also its affiliate, Lansdowne Partners Austria GmbH, which is licensed as an investment firm by the Austrian Financial Market Authority. The Adviser provides advice to client accounts based on specific investment objectives and strategies. Under certain circumstances, certain clients may impose restrictions on the Adviser in relation to investing in certain securities or types of securities. The Adviser and/or the Funds have entered, and 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. As of May 31, 2023, the Adviser managed approximately $6,580,105,263 of client assets on a discretionary basis.

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LANSDOWNE PARTNERS (UK) LLP

Adviser Profile

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Compensation Arrangments

Reported AUM

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Overview