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Adviser Profile

As of Date 08/08/2024
Adviser Type - Large advisory firm
- Outside the United States
Number of Employees 12 9.09%
of those in investment advisory functions 5 -28.57%
Registration SEC, Approved, 8/9/2021
AUM* 3,720,602,200 28.13%
of that, discretionary 3,720,602,200 28.13%
Private Fund GAV* 3,152,113,882
Avg Account Size 465,075,275 12.12%
SMA’s No
Private Funds 3
Contact Info 44 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Charitable organizations

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
3B 2B 2B 2B 1B 830M 415M
2021 2022

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$2,440,079,895
Fund TypeOther Private Fund Count2 GAV$712,033,987

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Brochure Summary

Overview

Clean Energy Transition LLP (“the Firm”) launched on December 1, 2021 via the spin-out of Lansdowne Partners (UK) LLP’s (“Lansdowne”) Global Energy Team and its range of funds. The Firm was established on 26 March 2021 by its initial partners:
• Per Lekander, the majority owner of the Firm and its Portfolio Manager and Chief Executive Officer;
• Eirik Hogner, the Firm’s Chief Financial Officer and Deputy Portfolio Manager;
• Benjamin Singh, the Firm’s Chief Operating Officer and Chief Compliance Officer; and
• Paul Sheppard, the Firm’s Head of Trading. Together with Sophia Hart, Partner and Strategist, the above individuals form the Firm’s Executive Committee. The Firm is authorised and regulated by the Financial Conduct Authority (“FCA”) in the United Kingdom and provides investment advisory services on a discretionary basis to its clients, including unauthorised commingled investment vehicles, intended for institutional and other sophisticated investors, as well as delegated mandates for certain sub-funds within Irish domiciled ICAVs authorised by the Central Bank of Ireland as Qualifying Investor Alternative Investment Funds (collectively “the funds” or “the clients”). The funds managed by the Firm can be grouped as follows:
Energy Dynamics Funds – equity long/short funds investing in core energy sectors (oil and gas,
renewables, utilities, infrastructure and commodity futures) and energy linked sectors (capital goods, transport, technology, autos and mining).
Clean Energy Funds – equity long only funds investing in clean generation equipment, new energy technologies, renewables operators, electricals, infrastructure and power generators that have demonstrated a path to sustainability. Each fund and sub-fund managed by the Firm contains a number of different share classes, which differ as to matters such as reporting currency, minimum investment, redemption terms, treatment of income and fees. The funds have entered, and the Firm may in the future enter, into agreements with certain significant or strategic investors in the applicable fund, whereby such investors may be subject to terms and conditions that are different from, or more advantageous than, those set forth in such fund’s offering documents. The information contained in this Brochure summarises the details contained within the offering documents prepared for each of the funds. The Brochure is not required to provide all the information which a prospective investor will require prior to making an investment. As at 31 March 2023, the regulatory assets under management attributable to the funds managed by the Firm stood at approximately US$3.674 billion (all of which is managed on a discretionary basis).