Longview Partners (Guernsey) Limited (St. Peter Port)

Name: Longview Partners (Guernsey) Limited
Address: Mill Court, St. Peter Port, Gy1 6 Jg
Telephone: 44-1481-712414

Longview Partners (Guernsey) Limited is a large advisory firm based in St. Peter Port. It manages $24.55 billion of regulatory assets for 82 client accounts. It has been registered with the SEC as an adviser since 2007.

Longview Partners (Guernsey) 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.

Longview Partners (Guernsey) Limited: assets under management

The assets under management (AUM) of Longview Partners (Guernsey) Limited is $24.55 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 675% since the beginning of its operation, and $16.11 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $24.55 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $299.33 million each.

Investments

The firm invests in exchange traded securities the most. They account for 99% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 1% of the firm’s portfolio.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Longview Partners (Guernsey) Limited 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.

What kind of clients Philip Rex Corbet serves?

The firm provides services to charitable organizations, pooled investment vehicles, corporations or other businesses, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Philip Rex Corbet is state or municipal government entities with 15 clients and $11.53 billion of assets under management. Among the 10 most similar advisory firms, Longview Partners (Guernsey) Limited has the highest percentage of state or municipal government entities out of all clients.

The amount of regulatory assets under management is $23.18 billion for 75 clients. 65% of the firm’s clients are foreign persons or businesses.

Longview Partners (Guernsey) Limited also advises several private funds. Namely, one other private fund. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.

Careers at Longview Partners (Guernsey) Limited

The company employs 8 people that are either part- or full-time employees. No employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There’s a single person 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.

Longview Partners (Guernsey) Limited is owned by Ramzi Youssef Rishani. Philip Rex Corbet has been acting as President since 1 Sep 2009. Panayiotis Christakis Papageorgiou joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Antar Trust	Owner	1 Oct 2001	25% - 50%	foreign
Ramzi Youssef Rishani	Owner	1 Oct 2001	Other	1877250
Intertrust Fiduciary Company Limited	Trustee to antar trust	1 Oct 2001	25% - 50%	foreign
Keith Ellister Mcdermott	Owner - class f shares	1 Oct 2001	Other	326629
Rabobank Investments Guernsey Limited	Owner - class p shares	1 Oct 2001	25% - 50%	foreign
Page Farm Trust	Owner - class f shares	1 Oct 2001	25% - 50%	22-6919038
Laurie Hall	Trustee for page farm trust	1 Oct 2001	25% - 50%	5094057
Atc Trustees (Guernsey) Limited	Trustee for antar trust	1 Oct 2001	25% - 50%	foreign
Eric Menoyo	Trustee for page farm trust	1 Oct 2001	25% - 50%	5094054
Eric Menoyo (Deceased)	Trustee for page farm trust	1 Oct 2001	25% - 50%	5094054
Peter Gerard Crook	Director	1 Nov 2001	Other	5352568
Anthony Le Tissier	Director	1 Sep 2002	Other	5352563
Daryn Hutchinson	Director	1 Apr 2003	Other	5094049
Philip Rex Corbet	Chief compliance officer	1 Aug 2004	Other	5352566
Philip Rex Corbet	Director	1 Sep 2009	Other	5352566
Jay D Rosenbaum	Trustee for page farm trust	1 Nov 2009	25% - 50%	5094054
Atc Trustees (Guernsey) Limited	Trustee for jacques auguste trust	1 Sep 2011	Other	foreign
Jacques Auguste Trust	Owner - class f shares	1 Sep 2011	Other	foreign
Intertrust Fiduciary Company Limited	Trustee for jacques auguste trust	1 Sep 2011	25% - 50%	foreign
Northill Longview Holdings (Guernsey) Limited	Owner	1 Jun 2014	50% - 75%	foreign
Panayiotis Christakis Papageorgiou	Director	1 Jun 2014	Other	6356005
David John Michael Hazzard	Director	1 Jun 2014	Other	6356008
Northill Pallas Holdings (Guernsey) Limited	Owner	1 Jun 2014	50% - 75%	foreign
Stuart Tostevin	Compliance officer	1 Oct 2014	Other	6052233
Stuart James Tostevin	Compliance officer	1 Oct 2014	Other	6052233
Frank Michael Shane Moon	Director	1 Jul 2015	Other	6540073
James Edward Denniston Buchanan	Director	1 Oct 2015	Other	6573340
Barbara Sanderson	Managing director designate	1 Dec 2015	Other	6608524
Michael Joseph Hunt	Managing director	1 May 2016	Other	6653864
Andrew Michael Henton	Director	1 Jun 2016	Other	6678974
Richard John Crowder	Director	1 Dec 2016	Other	6739095
Elizabeth Mary Kate Campbell	Finance director	1 Dec 2016	Other	6770405
Elizabeth Mary Kate Campbell	Director	1 Sep 2017	Other	6770405
Panayiotis Christakis Papageorgiou	Director	1 Jan 2018	Other	6356005

Indirect Owners

The SEC currently registers 16 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Lm (Gp) Limited	General partner	1 Nov 2008	Other	foreign
Northill Capital (Jersey) L.P.	Limited partner	1 Jan 2011	75% - 100%	foreign
Landmark Lp	Limited partner	1 Jan 2011	75% - 100%	foreign
Ernesto Silvio Maurizio Bertarelli	Limited partner	1 Jan 2011	50% - 75%	6148538
Donata Bertarelli	Limited partner	1 Jan 2011	25% - 50%	6148540
Donata Guichard Bertarelli	Limited partner	1 Jan 2011	25% - 50%	6148540
Ernesto Bertarelli Northill Discretionary Trust (Acting Through Its Trustee Nc T Limited)	Owner	1 May 2011	50% - 75%	foreign
Nc T Limited	Trustee	1 May 2011	Other	foreign
Nc T Limited) Donata Bertarelli Northill Discretionary Trust (Acting Through Its Trustee	Owner	1 May 2011	25% - 50%	foreign
Northill Purpose Trust	Owner	1 May 2011	75% - 100%	foreign
Nc Pt Limited	Trustee	1 May 2011	Other	foreign
Northill Capital Holdings Limited	General partner	1 Jun 2012	Other	foreign
L.P. Northill Jersey Holdings	Owner	1 Mar 2014	75% - 100%	foreign
Northill Invest Lp	Limited partner	1 Nov 2015	75% - 100%	foreign
Waypoint Gp Limited	General partner	1 Nov 2015	Other	foreign
Nh Asset Management Lp	Limited partner	1 Nov 2015	75% - 100%	foreign

Based in St. Peter Port

The principal office where Longview Partners (Guernsey) Limited performs its advisory services is located at Mill Court, St. Peter Port, Gy1 6 Jg, 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 44-1481-712414 or by fax 44-1481-713057. The normal business hours are 9.00 a.m. to 5.00 p.m. gmt on Monday - Friday. You can find more information about the New York firm at longview-partners.com/.