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LINGOTTO INVESTMENT MANAGEMENT LLP

CRD 324295File 801-131276
APPROVED
Custody
Filing as of Apr 20, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$12.71B
Top 10% of cohort (national)
Discretionary AUM
$12.71B
Clients
16
16 accounts
Employees
35

Identity & registration

ADV Item 1
Organization form
Limited Liability Partnership
Firm type
Registered
SEC region
HQ
Registration date
Oct 22, 2024
Principal office
7 SEYMOUR STREET, LONDON, W1H 7JW
Phone
+44(0) 2039579252

Assets & accounts

ADV Item 5F
Total regulatory AUM
$12.71B
Discretionary AUM
$12.71B
Non-discretionary AUM
$0
Discretionary accounts
16
Non-discretionary accounts
0
Total accounts
16
AUM per client
$794.2M

Clients by type

ADV Item 5D
Client typeClientsAUM
Charitable organizations1$31.3M
Pooled investment vehicles14$12.45B
Pension and profit sharing plans1$223.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • 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
Yes
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
Yes
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

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

Filed changes

DateFieldFromToChange
May 1, 2026DisclosuresYesNo
Apr 1, 2026Employees3635decreased by1
Apr 1, 2026Clients1316increased by3
Apr 1, 2026AUM$7,497,461,165$12,707,822,976increased by$5,210,361,811
Apr 1, 2026Accounts1316increased by3
May 1, 2025Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “LINGOTTO INVESTMENT” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LINGOTTO INVESTMENT” 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.