Velanne Asset Management Limited (London)

Name: Velanne Asset Management Limited
Address: Strand Bridge House, London, Wc2 R1 Hh
Telephone: 011-44203-636-9180

Velanne Asset Management Limited is a large advisory firm based in London. It manages $308.63 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2017.

Velanne Asset Management Limited provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Velanne Asset Management Limited: assets under management

The assets under management (AUM) of Velanne Asset Management Limited is $308.63 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 8% since the beginning of its operation, and $223.5 million of the total AUM is attributable to clients outside of the United States.

The firm manages $308.63 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $102.88 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Velanne Asset Management Limited for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Timothy John Linehan serves?

The only and largest group of clients of Timothy John Linehan is pooled investment vehicles with 3 clients and $308.63 million of assets under management. Among the 8 most similar advisory firms, Velanne Asset Management Limited has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $308.63 million for 3 clients. 66% of the firm’s clients are foreign persons or businesses.

Velanne Asset Management Limited also advises several private funds. Namely, one other private fund. The minimum investment commitment required of non-related persons is $2,000,000 for each fund.

Careers at Velanne Asset Management Limited

The company employs 11 people that are either part- or full-time employees. 36 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Timothy John Linehan has been acting as President since 1 Aug 2017. Nicholas Charles Hughes joined the executive team most recently as the Chief Compliance Officer, Chief Operating Officer, Director And Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Anne Elizabeth Gudefin	Chairman, director and shareholder	1 Aug 2017	50% - 75%	2815959
Kieran Michael Mcdonagh	Director, shareholder, chief operating officer & chief compliance officer	1 Aug 2017	Other	6882766
Jake Michael Alfred Thomson	Shareholder	1 Aug 2017	Other	6882775
Timothy John Linehan	Director	1 Aug 2017	Other	4660128
Silchester Partners Limited	Shareholder	1 Aug 2017	75% - 100%	foreign
John Patrick Reynolds	Shareholder	1 Sep 2017	Other	1477311
Nicholas Charles Hughes	Chief compliance officer, chief operating officer, director and shareholder	1 Aug 2018	Other	6127685

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Stephen Charles Butt	Chairman	1 Apr 1995	50% - 75%	1460494

Based in London

The principal office where Velanne Asset Management Limited performs its advisory services is located at Strand Bridge House, London, Wc2 R1 Hh, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 011-44203-636-9180 or by fax 011-44203-636-9199. The normal business hours are 08:00-18:00 on Monday - Friday. You can find more information about the New York firm at velanneam.com.