Edgbaston Investment Partners Llp
- Regulatory AUM
- $944M
- Discretionary
- $944M
- Clients
- 3
- Avg AUM / client
- $315M
- Accounts
- 3
- Employees
- 11
AUM over time
Annual snapshots from Form ADV filings · as of Jun 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 2 | $626M | 66.3% |
| Pension and profit sharing plans | 1 | $318M | 33.7% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Jun 2024 · $567M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Edgbaston Asian Equity Trust | Other Private Fund | Delaware | $567M | 59 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Hunt Consolidated, Inc. Fidelity Pension Plan Hunt Consolidated, Inc. | 2024 |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Butt, Stephen, Charles | Director, Shareholder | Apr 1995 (31y) | ≈ 9.38% – 37.5% via Silchester Partners Limited | |
| Myles, Matthew, Paul | Executive Committee Member, Partner, Chief Operating Officer | May 2008 (18y) | Less than 5% | |
| Fernando, Charu, Lata | Executive Committee Member, Partner, Chief Investment Officer, Chief Executive Officer | Jun 2008 (18y) | ≈ 18.75% – 50% via Edgbaston Partners Limited | |
| Nichols, Sarah, Jane | Executive Committee Member, Partner, Senior Portfolio Manager, Head Of Research | Aug 2008 (18y) | Less than 5% | |
| Cheung, Raymond, K | Executive Committee Member (Non Executive) | Apr 2018 (8y) | Less than 5% | |
| Shepherd, Stephen, James | Chief Compliance Officer | Apr 2018 (8y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Edgbaston Partners Limited | Limited Partner | Apr 2016 | A | 75% or more |
| Silchester Partners Limited | Shareholder | May 2008 | B | ≈ 18.75% – 50% via Edgbaston Partners Limited |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Butt, Stephen, Charles: 50% – 75% of Silchester Partners Limited × 25% – 50% of Edgbaston Partners Limited × 75% – 100% direct ≈ 9.38% – 37.5% of the firm
- Fernando, Charu, Lata: 25% – 50% of Edgbaston Partners Limited × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Silchester Partners Limited: 25% – 50% of Edgbaston Partners Limited × 75% – 100% direct ≈ 18.75% – 50% 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.
Private funds (1, $567M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Edgbaston Asian Equity Trust | Other Private Fund | $567M | $5.0M | 59 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Hunt Consolidated, Inc. Fidelity Pension Plan | Hunt Consolidated, Inc. | 202 | $222M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/29/2026 | 1.21 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
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- State Street $224M (24% of AUM) Jun 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: Jun 29, 2026.
View current Form ADV (SEC/IAPD) ↗