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GOODHART PARTNERS LLP
CRD 281566File 801-106822
APPROVED
Disclosure events
Filing as of Jun 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$570.0M
Above cohort median (national)
Discretionary AUM
$570.0M
Clients
9
9 accounts
Employees
16
Identity & registration
ADV Item 1- Organization form
- Limited Liability Partnership
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Oct 28, 2015
- Principal office
- QUEENSLAND HOUSE, 393 STRAND, LONDON, WC2R 0LT
- Phone
- +44 (0)20 7379 3000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $570.0M
- Discretionary AUM
- $570.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 9
- Non-discretionary accounts
- 0
- Total accounts
- 9
- AUM per client
- $63.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 9 | $570.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- 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
- No
Disclosure events
ADV Item 11- Q11D2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jul 1, 2026 | Employees | 18 | 16 | decreased by2 |
| Jul 1, 2026 | Clients | 4 | 9 | increased by5 |
| Jul 1, 2026 | AUM | $683,019,240 | $569,984,701 | decreased by$113,034,539 |
| Jul 1, 2026 | Accounts | 6 | 9 | increased by3 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 11 | 18 | increased by7 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 3 | 4 | increased by1 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $537,193,703 | $683,019,240 | increased by$145,825,537 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 5 | 6 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 10 | 11 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 4 | 3 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $914,796,342 | $537,193,703 | decreased by$377,602,639 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 7 | 5 | decreased by2 |
| Jul 1, 2022 | Employees | 9 | 10 | increased by1 |
| Jul 1, 2022 | AUM | $878,323,280 | $914,796,342 | increased by$36,473,062 |
| Mar 1, 2022 | AUM | $994,036,508 | $878,323,280 | decreased by$115,713,228 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “GOODHART PARTNERS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GOODHART 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.