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Fundsmith Equity Fund, LP

Other Private FundFund ID 805-4487796467Delaware, United States
Gross assets
$797.5M
Min. investment
$250K
Beneficial owners
233
Size rank
Top 9%
Audited
Yes
Structure
Standalone

About this fund

Fundsmith Equity Fund, LP is a other private fund managed by Fundsmith, LLP. The fund reports $797.5 million in gross assets, placing it among the top 9% of private funds by size. The stated minimum investment is $250,000. Its financial statements are audited annually. Private funds are not required to publicly disclose returns; Form ADV reports assets, structure, and service providers, shown above.

Fund details

Fund ID805-4487796467
Fund typeOther Private Fund — LONG ONLY EQUITY
3(c)(1) exclusionNo
3(c)(7) exclusionYes
Master fundNo
Feeder fundNo
Fund of fundsNo
Relies on exemption from registrationYes
Annual auditYes
Prepared per GAAPYes
Sub-advisedNo
% of assets independently valued100%

Ownership

Owned by the adviser or related persons3%
Owned by funds of funds5%
Owned by non-U.S. persons0%

Other funds from this manager

FundTypeGross assets
Fundsmith Sustainable Equity Fund, L.P.Other Private$215.3M

Frequently asked questions

How large is Fundsmith Equity Fund, LP?

Fundsmith Equity Fund, LP reports $797.5 million in gross assets, among the top 9% of private funds by size.

What is the minimum investment for Fundsmith Equity Fund, LP?

The stated minimum investment is $250,000.

Who manages Fundsmith Equity Fund, LP?

Fundsmith Equity Fund, LP is managed by Fundsmith, LLP.

Does Fundsmith Equity Fund, LP disclose returns?

No. Private funds are not required to publicly disclose performance. Form ADV reports assets, structure, and service providers.

Manager

Service providers

Prime broker
None reported
Administrator
Auditor
Marketer