← Directory
INDEPENDENT FRANCHISE PARTNERS LLP
CRD 150108File 801-70126
APPROVED
Custody
Filing as of Jul 2, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$23.85B
Top 10% of cohort (national)
Discretionary AUM
$23.85B
Clients
30
35 accounts
Employees
34
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
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 1, 2026 | Employees | 35 | 34 | decreased by1 |
| Jul 1, 2026 | Employees | 31 | 35 | increased by4 |
| Jul 1, 2026 | Clients | 17 | 30 | increased by13 |
| Jul 1, 2026 | AUM | $22,300,489,302 | $23,845,058,541 | increased by$1,544,569,239 |
| Jul 1, 2026 | Accounts | 31 | 35 | increased by4 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $16,538,393,282 | $22,300,489,302 | increased by$5,762,096,020 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 24 | 31 | increased by7 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 27 | 31 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 22 | 17 | decreased by5 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $18,738,698,747 | $16,538,393,282 | decreased by$2,200,305,465 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 29 | 24 | decreased by5 |
| Apr 1, 2022 | Employees | 22 | 27 | increased by5 |
| Apr 1, 2022 | AUM | $17,643,489,627 | $18,738,698,747 | increased by$1,095,209,120 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “INDEPENDENT FRANCHISE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“INDEPENDENT FRANCHISE” may also match similarly-named firms). Confirm identity against each filing.
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.