RIA Intel›Advisers›Connecticut›PHILLIMORE INVESTMENTS, LP

PHILLIMORE INVESTMENTS, LP

Advisory

N·GREENWICH, CT

Data as of Aug 30, 2019 · Source: SEC Form ADV

Total AUM

$416M

1-Year AUM Growth

+280.7%

3-Year CAGR

0.0%

Employees

3

Assets Under Management

Total AUM$416M

Discretionary AUM$116M

Non-Discretionary AUM$300M

Discretionary %27.8%

Total Clients—

Team

Total Employees3

Investment Advisers7

Employee Growth (1Y)—

Filing History

Total Filings on Record7

First FilingAug 17, 2017

Latest FilingAug 30, 2019

🔒 Full AUM trend chart and 7 historical filings spanning 2+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on PHILLIMORE INVESTMENTS, LP

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.