Cevian Capital Ii Gp Limited (St. Helier)

Cevian Capital Ii Gp Limited 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.

Cevian Capital Ii Gp Limited: assets under management

The assets under management (AUM) of Cevian Capital Ii Gp Limited is $14.03 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 3323% since the beginning of its operation, and $14.03 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $14.03 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.75 billion each.

Cevian Capital Ii Gp Limited has custody of $14.03 billion in cash and securities for 8 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cevian Capital Ii Gp Limited for their services and products based on a percentage of assets under management and performance-based 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.

What kind of clients Laurence Wing Yiu Cheng serves?

The only and largest group of clients of Laurence Wing Yiu Cheng is pooled investment vehicles with 8 clients and $14.03 billion of assets under management. Among the 8 most similar advisory firms, Cevian Capital Ii Gp Limited has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $14.03 billion for 8 clients. 100% of the firm’s clients are foreign persons or businesses.

Cevian Capital Ii Gp Limited also advises several private funds. Namely, five hedge funds. The minimum investment commitment required of non-related persons ranges from $3,000,000 to $50,000,000.

Careers at Cevian Capital Ii Gp Limited

The company employs 48 people that are either part- or full-time employees. 65 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.

Laurence Wing Yiu Cheng has been acting as President since 1 Apr 2006. Mark Steven Caterer joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Indirect Owners

The SEC currently registers 37 indirect owners.

Based in St. Helier

The principal office where Cevian Capital Ii Gp Limited performs its advisory services is located at 4 Bond Street, St. Helier, Je4 5 Qr The mailing address of the firm is Aztec Group House, St.Helier, Je4 0 Qh. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 44 1534 828513 or by fax 44 1534 828519. The normal business hours are 0900 - 1700 gmt on Monday - Friday. You can find more information about the New York firm at ceviancapital.com.

Registered investment advisers similar to Cevian Capital Ii Gp Limited

• Tiedemann Advisors
• Dimeo Schneider & Associates
• Valueact Capital Management
• Ruane, Cunniff & Co.
• Virtus Fund Advisers
• Power Shares Capital Management
• Cornerstone Capital Management Holdings
• Honeywell Capital Management
• Chenavari Credit Partners
• Southeastern Asset Management
• Frank Russell Securities
• Banc Of America Investment Services
• Bentall Kennedy (U.S.)
• Bentallgreenoak (U.S.) Limited Partnership
• Transamerica Investment Management