Data / Investment advisers / Independent Franchise Partners LLP
Independent Franchise Partners LLP, London, United Kingdom: $23.8 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Independent Franchise Partners LLP is an SEC registered investment adviser with its main office in London, United Kingdom and reports $23.8 billion in regulatory assets under management in its Form ADV filed July 2, 2026. Its clients include pooled investment vehicles, state and municipal governments and investment companies. It is paid through a percentage of assets under management. It advises 2 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 150108
- SEC file number
- 801-70126
- SEC status
- Approved, effective May 15, 2009
- Main office
- Level 1 10 Portman Square, London, United Kingdom W1H 6AZ
- Phone
- +44 207 495 9070
- Regulatory AUM
- $23,845,058,541 in the Form ADV filed July 2, 2026
- Discretionary AUM
- $23,845,058,541
- Accounts
- 35
- Employees
- 34, of which 12 give investment advice
- Form of organization
- Limited Liability Partnership
- Paid through
- a percentage of assets under management
- Private funds
- 2: 2 other private funds
- Gross assets of private funds
- $4,507,324,818
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 2, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 12 | $16.32 billion |
| State or municipal government entities | 7 | $2.71 billion |
| Investment companies | 1 | $1.53 billion |
| Pension and profit sharing plans | Fewer than 5 | $1.28 billion |
| Charitable organizations | 5 | $1.04 billion |
| Corporations or other businesses | 5 | $677.3 million |
| Insurance companies | Fewer than 5 | $286.7 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| July 1, 2026 | $23.85 billion | June 26, 2026 |
| December 1, 2025 | $22.30 billion | June 25, 2025 |
Also on SpecStream
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers serving state and municipal governments
- Advisers that manage private funds
- Independent Franchise Partners LLP on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.