Kiltearn Partners Llp
- Regulatory AUM
- $1.3B
- Discretionary
- $1.3B
- Clients
- 4
- Avg AUM / client
- $319M
- Accounts
- 4
- Employees
- 20
AUM over time
Annual snapshots from Form ADV filings · as of Apr 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 4 | $1.3B | 100.0% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Oct 2024 · $2.5B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Kiltearn Global Equity Fund | Other Private Fund | Delaware | $2.4B | 97 |
| Kiltearn Global Equity Sri Fund | Other Private Fund | Delaware | $92.9M | 9 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Retirement Income Plan For Employees Of Northern Arizona Healthcare Northern Arizona Healthcare | 2024 | |
| Twin City Hospitals Minnesota Nurses Association Pension Plan Pension Committee Under Twin City Hospitals Minnesota Nurses | 2024 |
People (12)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Butt, Stephen, Charles | Chairman, Director, Shareholder | Apr 1995 (31y) | ≈ 9.38% – 37.5% via Silchester Partners Limited | |
| Clarke, Edward, Gerard | Supervisory Group Member, Partner | Jan 2011 (16y) | Less than 5% | |
| Murchison, Murdoch, Ross | Chief Executive Officer, Chief Investment Officer, Legal Member, Supervisory Group Member | Jan 2011 (16y) | ≈ 18.75% – 50% via Kiltearn Limited | |
| Watson, Craig, Robert | Investment Manager, Legal Member, Supervisory Group Member | Jan 2011 (16y) | Less than 5% | |
| Mohamed, Khaled | Investment Manager, Legal Member, Supervisory Group Member | Mar 2011 (15y) | Less than 5% | |
| Cheung, Raymond, K | Supervisory Group Member | Apr 2018 (8y) | Less than 5% | |
| Mcarthur, Douglas, George Robert | Chief Compliance Officer, Legal Member, Supervisory Group Member | Apr 2019 (7y) | Less than 5% | |
| Mcginty, Robert, Russell | Chief Financial Officer, Legal Member, Supervisory Group Member | Apr 2019 (7y) | Less than 5% | |
| Fong, Alex, Wei Yip | Legal Member | Apr 2021 (5y) | Less than 5% | |
| Stewart, Duncan, Findlay | Legal Member | Apr 2021 (5y) | Less than 5% | |
| Armstrong, Colin, Robert | Legal Member | Apr 2023 (3y) | Less than 5% | |
| Franklin, Helen, Potter | Partner | Apr 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Kiltearn Limited | Legal Member | Jan 2011 | A | 75% or more |
| Silchester Partners Limited | Shareholder | Jan 2011 | B | ≈ 18.75% – 50% via Kiltearn 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 Kiltearn Limited × 75% – 100% direct ≈ 9.38% – 37.5% of the firm
- Murchison, Murdoch, Ross: 25% – 50% of Kiltearn Limited × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Silchester Partners Limited: 25% – 50% of Kiltearn 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 (2, $2.5B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Kiltearn Global Equity Fund | Other Private Fund | $2.4B | $10.0M | 97 |
| Kiltearn Global Equity Sri Fund | Other Private Fund | $92.9M | $10.0M | 9 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Retirement Income Plan For Employees Of Northern Arizona Healthcare | Northern Arizona Healthcare | 162 | $147M | 01/01/2024 |
| Twin City Hospitals Minnesota Nurses Association Pension Plan | Pension Committee Under Twin City Hospitals Minnesota Nurses | 16,212 | $2.4B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/29/2026 | 1.46 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Allegations: KILTEARN SELF-REPORTED THROUGH SWISS COUNSEL IN RELATION TO A LATE DISCLOSURE OF ITS CLIENTS' HOLDING IN A SWISS COMPANY FALLING BELOW THE THREE PERCENT (3%) THRESHOLD. KILTEARN ENTERED INTO THE AGREEMENT TO DISPENSE WITH THE NEED FOR A DETERMINATION UNDER THE RELEVANT LEGISLATION BY. IN THE VIEW OF THE SWISS DEPARTMENT OF FINANCE, THE AGREEMENT REMEDIED THE LATE DISCLOSURE. Status: Final Sanction Detail: KILTEARN PAID THE SUM OF CHF 10,000 (~USD 10,900) PLUS PROCEDURAL COSTS OF CHF 1,000 (~USD 1,090) TO THE SWISS DEPARTMENT OF FINANCE AS A PART OF SETTLEMENT AGREEMENT. KILTEARN ENTERED INTO THE AGREEMENT TO DISPENSE WITH THE NEED FOR A DETERMINATION UNDER THE RELEVANT LEGISLATION BY. IN THE VIEW OF THE SWISS DEPARTMENT OF FINANCE, THE AGREEMENT REMEDIED THE LATE DISCLOSURE. KILTEARN PAID THE AGREED SUM. THE MATTER IS CLOSED. Summary: KILTEARN PAID THE AGREED SUM. THE MATTER IS CLOSED.
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- National Australia Bank Limited $1.2B (23% of AUM) May 2022
- BNY Mellon $339M (3% of AUM) Sep 2018
- J.P. Morgan $102M (2% of AUM) May 2022
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: Apr 29, 2026.
View current Form ADV (SEC/IAPD) ↗