Lingotto Us Llc
- Regulatory AUM
- $2.0B
- Discretionary
- $687M
- Clients
- 9
- Avg AUM / client
- $219M
- Accounts
- 10
- Employees
- 17
AUM over time
Annual snapshots from Form ADV filings · as of Apr 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 7 | $1.7B | 87.1% |
| Pension and profit sharing plans | 1 | $224M | 11.4% |
| Charitable organizations | 1 | $31.3M | 1.59% |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Fawzy, Martin, Mitchell | Chief Compliance Officer | Jul 2023 (3y) | Less than 5% | |
| Bartolotta, Michael, Joseph | Board Member | Dec 2023 (3y) | Less than 5% | |
| Battino, Steven | Chief Executive Officer | Dec 2023 (3y) | Less than 5% | |
| Ha, Bon Man, Heidi | Non Executive Director | Sep 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Lingotto Investment Management Llp | Sole Shareholder | May 2023 | A | 75% or more |
| Lingotto Investment Management (Uk) Limited | Majority Shareholder | Jul 2016 | B | ≈ 56.25% – 100% via Lingotto Investment Management Llp |
| Exor Nv | Sole Owner | Jul 2016 | B | ≈ 42.19% – 100% via Lingotto Investment Management (Uk) Limited |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Lingotto Investment Management (Uk) Limited: 75% – 100% of Lingotto Investment Management Llp × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Exor Nv: 75% – 100% of Lingotto Investment Management (Uk) Limited × 75% – 100% of Lingotto Investment Management Llp × 75% – 100% direct ≈ 42.19% – 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) | 04/20/2026 | 2.25 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
Custody
Reported custodians
- Northern Trust $255M (13% of AUM) Apr 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: Apr 20, 2026.
View current Form ADV (SEC/IAPD) ↗