{ "crd_number": 158789, "slug": "kiltearn-partners-edinburgh-158789", "primary_business_name": "KILTEARN PARTNERS", "legal_name": "KILTEARN PARTNERS LLP", "dbas": [], "city": "Edinburgh", "state": null, "country": "United Kingdom", "cbsa_code": null, "metro": null, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2011-08-23", "years_registered": 15, "period": "2026-10-01", "filing_date": "2026-08-19", "carried_forward": false, "raum_total": 1277437725.0, "raum_discretionary": 1277437725.0, "raum_non_discretionary": 0.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 20, "advisory_employees": 8, "client_count_bucket": null, "clients_by_type": { "pooled_investment_vehicles": { "raum": 1277437725.0, "count": 4 } }, "compensation_types": [ "percentage_of_aum" ], "advisory_activities": [ "portfolio_management_businesses_institutional", "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 1, "states_registered": [], "websites": [ "https://kiltearnpartners.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/158789", "disclosure_items": [ { "item": "11.D(2)", "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?" } ], "city_as_filed": "EDINBURGH", "url": "https://advisorcensus.com/firm/kiltearn-partners-edinburgh-158789", "display_name": "Kiltearn Partners", "summary": "Kiltearn Partners is an SEC-registered investment advisory firm in Edinburgh, United Kingdom, registered since 2011, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated August 19, 2026.", "citation": "AdvisorCensus. Kiltearn Partners (CRD 158789): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)", "Portfolio management for businesses (other than small businesses) or institutional clients" ], "quick_answers": [ { "q": "How is Kiltearn Partners compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Kiltearn Partners reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Kiltearn Partners located?", "a": "Kiltearn Partners' principal office is in Edinburgh, United Kingdom, according to its Form ADV." }, { "q": "Is Kiltearn Partners registered with the SEC or a state?", "a": "Kiltearn Partners is an SEC-registered investment advisory firm, registered since 2011. Status as filed: Approved. CRD 158789." }, { "q": "How much does Kiltearn Partners manage?", "a": "Kiltearn Partners reports $1,277,437,725 in regulatory assets under management in its Form ADV filing dated August 19, 2026 (100% discretionary)." }, { "q": "How have Kiltearn Partners' assets and staff changed since 2021?", "a": "In the Form ADV data for Kiltearn Partners: Regulatory assets under management: $6,327,266,375 in the October 2021 data and $1,277,437,725 in the October 2026 data, down 80%. Total employees: 21 in October 2021 and 20 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Kiltearn Partners serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (4)." }, { "q": "Does Kiltearn Partners report any disciplinary disclosures?", "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/158789" }, { "q": "What changed in Kiltearn Partners' recent Form ADV filings?", "a": "In the May 2026 filing data: Regulatory assets under management went from $1,742,304,848 to $1,274,207,239 (-27%)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 6327266375.0, "total_employees": 21, "filing_date": "2021-04-21" }, { "period": "2022-10-01", "regulatory_assets_under_management": 5292690594.0, "total_employees": 21, "filing_date": "2022-05-25" }, { "period": "2023-10-01", "regulatory_assets_under_management": 3433848952.0, "total_employees": 20, "filing_date": "2023-04-28" }, { "period": "2024-10-01", "regulatory_assets_under_management": 3100271407.0, "total_employees": 22, "filing_date": "2024-08-29" }, { "period": "2025-10-01", "regulatory_assets_under_management": 1742304848.0, "total_employees": 20, "filing_date": "2025-06-19" }, { "period": "2026-10-01", "regulatory_assets_under_management": 1277437725.0, "total_employees": 20, "filing_date": "2026-08-19" } ], "recent_changes": [ { "period": "2026-05-01", "period_label": "May 2026", "notes": [ "Regulatory assets under management went from $1,742,304,848 to $1,274,207,239 (-27%)." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/kiltearn-partners-edinburgh-158789.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 4, "fewer_than_5": false, "raum": 1277437725.0 } ], "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.", "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/158789", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }