Soditic Cbip LLP (London)

Soditic Cbip LLP is a large advisory firm based in London. It manages $91.69 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2009.

Soditic Cbip provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Soditic Cbip: assets under management

The assets under management (AUM) of Soditic Cbip LLP is $91.69 million. The firm's AUM has gone down by -28% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $81.68 million in discretionary accounts and $10.01 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $20.42 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $3.34 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Soditic Cbip LLP for their services and products based on a percentage of assets under management and fixed fees. 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.

Careers at Soditic Cbip LLP

James Henry Denham joined the executive team most recently as the Chief Operating Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Carol Consuelo Brooke	Member	1 May 2008	Other	5590508
C Brooke Investment Partners Ltd	Member	1 May 2008	Other	foreign
Michael John Stanes	Chief executive officer	1 Dec 2008	Other	3195215
Marc Edouard Dwek	Member	1 Dec 2008	Other	1568658
Soditic Asset Management Limited	Member	1 Dec 2008	75% - 100%	foreign entity
Roger Norman Balkwill	Chief compliance officer	1 Dec 2008	Other	4386414
James Henry Denham	Chief operating officer	1 Nov 2009	Other	5033380

Indirect Owners

The SEC currently registers 5 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Jej Foundation	Shareholder	1 Apr 1996	75% - 100%	foreign
Carol Consuelo Brooke	Shareholder	1 Apr 2002	25% - 50%	5590508
Anthony Leonard Brooke	Shareholder	1 Apr 2002	25% - 50%	5175392
Jej Limited	Shareholder	1 Jun 2008	75% - 100%	foreign
Soditic Asset Management Holdings Limited	Shareholder	1 Sep 2008	75% - 100%	foreign

Based in London

The principal office where Soditic Cbip LLP performs its advisory services is located at Wellington House, London, Wc2 R Oap, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number +44 20 7872 7050 or by fax +44 20 7872 7065. The normal business hours are 8am to 6pm on Monday - Friday.