Longview Partners Llp
SEC-registered
Private Fund Manager · Large ($10B–$100B)
CRD 139390
· SEC file 801-66273
· London
· WWW.LONGVIEW-PARTNERS.COM
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ADV data as of Mar 18, 2026
- Regulatory AUM
- $11.5B
- Discretionary
- $11.5B
- Clients
- 8
- Avg AUM / client
- $1.4B
- Accounts
- 21
- Employees
- 39
AUM over time
$9.9B
$31.9B
Dec 2011
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 18, 2026
Asset allocation (SMA assets by investment type)
as of Mar 18, 2026
Exchange-traded equities
$11.4B
99%
Cash & equivalents
$115M
1%
Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 8 | $5.9B | 51.4% |
| Pension and profit sharing plans | Fewer than 5 clients | $845M | 7.34% |
| Charitable organizations | Fewer than 5 clients | $306M | 2.66% |
| State or municipal government entities | Fewer than 5 clients | $2.3B | 20.4% |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 clients | $2.1B | 18.0% |
| Corporations and other businesses | Fewer than 5 clients | $28.3M | 0.25% |
People (7)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bertarelli, Ernesto, Silvio Maurizio | Limited Partner | Jan 2011 (16y) | ≈ 6.67% – 75% via Landmark Lp | |
| Guichard Bertarelli, Donata | Limited Partner | Jan 2011 (16y) | ≈ 3.34% – 50% via Landmark Lp | |
| Lund, Marina, Bronwen | Chief Executive Officer | Jun 2014 (12y) | Less than 5% | |
| Welsher, Benjamin, Tristan | Member, Executive Committee | Jul 2020 (6y) | Less than 5% | |
| Davies, Emma, Louise | Chief Financial Officer | Dec 2020 (6y) | Less than 5% | |
| Philipps, Alexander, Gervaise | Chief Investment Officer | Jan 2021 (6y) | Less than 5% | |
| Lee, Fergus, Brendan | Head Of Compliance | Oct 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Longview Partners (Uk) Limited | Managing Member Of Longview Partners Llp | Jul 2012 | A | 75% or more |
| Longview Partners (Guernsey) Limited | Owner | Oct 2001 | B | ≈ 56.25% – 100% via Longview Partners (Uk) Limited |
| Northill Jersey Holdings, L.P. | Owner | Mar 2014 | B | ≈ 31.64% – 100% via Northill Longview Holdings (Guernsey) Limited |
| Northill Capital (Jersey) L.P. | Limited Partner | Jan 2011 | B | ≈ 23.73% – 100% via Northill Jersey Holdings, L.P. |
| Landmark Lp | Limited Partner | Nov 2015 | B | ≈ 13.35% – 100% via Northill Invest Lp |
| Northill Longview Holdings (Guernsey) Limited | Owner | Jun 2014 | B | ≈ 42.19% – 100% via Longview Partners (Guernsey) Limited |
| Northill Invest Lp | Limited Partner | Nov 2015 | B | ≈ 17.8% – 100% via Northill Capital (Jersey) L.P. |
| B Flexion Holdings (Switzerland) Sa | Owner | Jun 2020 | B | 75% or more of B Flexion Am Holdings Limited (indirect) |
| B Flexion Group Holdings Sa | Owner | Jun 2024 | B | 75% or more of B Flexion Holdings Sa (indirect) |
| Bertarelli Partners Ltd | Owner | Jan 2011 | B | 75% or more of Lm (Gp) Limited (indirect) |
| B Flexion Holdings Sa | Owner | Jun 2024 | B | 75% or more of B Flexion Holdings (Switzerland) Sa (indirect) |
| B Flexion Am Holdings Limited | General Partner | Jun 2012 | B | GP / trustee / elected manager of Northill Capital (Jersey) L.P. (indirect) |
| Lm (Gp) Limited | General Partner | Nov 2008 | B | GP / trustee / elected manager of Landmark Lp (indirect) |
| B Flexion Gp Limited | General Partner | Nov 2015 | B | GP / trustee / elected manager of Northill Invest Lp (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Bertarelli, Ernesto, Silvio Maurizio: 50% – 75% of Landmark Lp × 75% – 100% of Northill Invest Lp × 75% – 100% of Northill Capital (Jersey) L.P. × 75% – 100% of Northill Jersey Holdings, L.P. × 75% – 100% of Northill Longview Holdings (Guernsey) Limited × 75% – 100% of Longview Partners (Guernsey) Limited × 75% – 100% of Longview Partners (Uk) Limited × 75% – 100% direct ≈ 6.67% – 75% of the firm
- Guichard Bertarelli, Donata: 25% – 50% of Landmark Lp × 75% – 100% of Northill Invest Lp × 75% – 100% of Northill Capital (Jersey) L.P. × 75% – 100% of Northill Jersey Holdings, L.P. × 75% – 100% of Northill Longview Holdings (Guernsey) Limited × 75% – 100% of Longview Partners (Guernsey) Limited × 75% – 100% of Longview Partners (Uk) Limited × 75% – 100% direct ≈ 3.34% – 50% of the firm
- Longview Partners (Guernsey) Limited: 75% – 100% of Longview Partners (Uk) Limited × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Northill Jersey Holdings, L.P.: 75% – 100% of Northill Longview Holdings (Guernsey) Limited × 75% – 100% of Longview Partners (Guernsey) Limited × 75% – 100% of Longview Partners (Uk) Limited × 75% – 100% direct ≈ 31.64% – 100% of the firm
- Northill Capital (Jersey) L.P.: 75% – 100% of Northill Jersey Holdings, L.P. × 75% – 100% of Northill Longview Holdings (Guernsey) Limited × 75% – 100% of Longview Partners (Guernsey) Limited × 75% – 100% of Longview Partners (Uk) Limited × 75% – 100% direct ≈ 23.73% – 100% of the firm
- Landmark Lp: 75% – 100% of Northill Invest Lp × 75% – 100% of Northill Capital (Jersey) L.P. × 75% – 100% of Northill Jersey Holdings, L.P. × 75% – 100% of Northill Longview Holdings (Guernsey) Limited × 75% – 100% of Longview Partners (Guernsey) Limited × 75% – 100% of Longview Partners (Uk) Limited × 75% – 100% direct ≈ 13.35% – 100% of the firm
- Northill Longview Holdings (Guernsey) Limited: 75% – 100% of Longview Partners (Guernsey) Limited × 75% – 100% of Longview Partners (Uk) Limited × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Northill Invest Lp: 75% – 100% of Northill Capital (Jersey) L.P. × 75% – 100% of Northill Jersey Holdings, L.P. × 75% – 100% of Northill Longview Holdings (Guernsey) Limited × 75% – 100% of Longview Partners (Guernsey) Limited × 75% – 100% of Longview Partners (Uk) Limited × 75% – 100% direct ≈ 17.8% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/18/2026 | 1.09 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- State Street $3.0B (19% of AUM) Jul 2025
- BNY Mellon $2.5B (22% of AUM) Mar 2026
- Northern Trust $1.1B (10% of AUM) Mar 2026
- Hsbc Hong Kong $763M (7% of AUM) Mar 2026
- J.P. Morgan $620M (5% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 18, 2026.
View current Form ADV (SEC/IAPD) ↗