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KILTEARN PARTNERS
Legal name: KILTEARN PARTNERS LLP
CRD 158789File 801-72673
APPROVED
Custody
Disclosure events
Filing as of Aug 19, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.28B
Above cohort median (national)
Discretionary AUM
$1.28B
Clients
4
4 accounts
Employees
20
Identity & registration
ADV Item 1- Organization form
- Limited Liability Partnership
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Aug 23, 2011
- Principal office
- 22 CHARLOTTE SQUARE, EDINBURGH, EH2 4DF
- Phone
- 011 44 131 460 1040
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.28B
- Discretionary AUM
- $1.28B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 4
- Non-discretionary accounts
- 0
- Total accounts
- 4
- AUM per client
- $319.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 4 | $1.28B |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11D2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 23, 2026 | AUM | $1,274,207,239 | $1,277,437,725 | increased by$3,230,486 |
| Aug 17, 2026 | Custody | No | Yes | |
| May 1, 2026 | AUM | $1,742,304,848 | $1,274,207,239 | decreased by$468,097,609 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 22 | 20 | decreased by2 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 3 | 4 | increased by1 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $3,100,271,407 | $1,742,304,848 | decreased by$1,357,966,559 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 3 | 4 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 21 | 22 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 5 | 3 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $5,292,690,594 | $3,100,271,407 | decreased by$2,192,419,187 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 5 | 3 | decreased by2 |
| Jun 1, 2022 | AUM | $6,327,266,375 | $5,292,690,594 | decreased by$1,034,575,781 |
| May 1, 2021 | Employees | 20 | 21 | increased by1 |
| May 1, 2021 | Disclosures | No | Yes | |
| May 1, 2021 | AUM | $5,806,129,651 | $6,327,266,375 | increased by$521,136,724 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “KILTEARN PARTNERS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“KILTEARN PARTNERS” 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.