INDEPENDENT FRANCHISE PARTNERS LLP

CRD 150108File 801-70126

APPROVED

Custody

Filing as of Jul 2, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$23.85B

Top 10% of cohort (national)

Discretionary AUM

$23.85B

Clients

35 accounts

Employees

Identity & registration

ADV Item 1

Organization form: Limited Liability Partnership
Firm type: Registered
SEC region: HQ
Registration date: May 15, 2009
Principal office: LEVEL 1, 10 PORTMAN SQUARE, LONDON, W1H 6AZ
Phone: +44 207 495 9070
Website: HTTPS://www.linkedin.com/company/independent-franchise-partners-llp

Assets & accounts

ADV Item 5F

Total regulatory AUM: $23.85B
Discretionary AUM: $23.85B
Non-discretionary AUM: $0
Discretionary accounts: 35
Non-discretionary accounts: 0
Total accounts: 35
AUM per client: $794.8M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	5	$677.3M
Insurance companies	Fewer than 5	$286.7M
Investment companies	1	$1.53B
Charitable organizations	5	$1.04B
Pooled investment vehicles	12	$16.32B
Pension and profit sharing plans	Fewer than 5	$1.28B
State or municipal government entities	7	$2.71B

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Portfolio management for businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: No
Related Person Custody Cash: Yes
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.