PRAXIS ALPHA PARTNERS LLP

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Adviser Profile
As of Date 06/24/2024
Adviser Type - Large advisory firm
Number of Employees 7 -12.50%
of those in investment advisory functions 5 -16.67%
Registration SEC, Approved, 2/18/2022
AUM* 526,108,010 -19.28%
of that, discretionary 495,065,720 -24.04%
Private Fund GAV* 0 -100.00%
Avg Account Size 52,610,801 -51.57%
SMA’s No
Private Funds 0 1
Contact Info 078 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
652M 559M 466M 372M 279M 186M 93M
2022

Private Funds



Employees

Brochure Summary

Overview

A. General Description of Advisory Firm Praxis Alpha Partners LLP (“Praxis Alpha Partners” or the “Firm”) is an independent investment manager owned by its staff. Praxis Alpha Partners LLP is authorised and regulated by the Financial Conduct Authority (the “FCA”) in the United Kingdom and the Securities and Exchange Commission (the “SEC”) in the United States. It was formed as a limited liability partnership on 28th May 2021 and commenced business on 4th January 2022 when it was authorised by the FCA. Praxis Alpha Partners has been registered with the SEC as an investment adviser since 18th February 2022. B. Description of Advisory Services The Firm provides investment management to funds and managed accounts intended for sophisticated and institutional investors. The Firm’s investment management services are with respect to a single equity investment universe. The Firm provides discretionary advisory services to (i) a Praxis Alpha Partners sponsored private investment fund offered to US and no-US investors (the Fund); and (ii) separately managed accounts. The Firm provides non-discretionary advisory services to certain client accounts. Praxis may share investment views and receive compensation from parties for whom it does not provide investment advisory services. These clients may additionally use these investment views in their own investment advisory business practices. Praxis has implemented controls to ensure these sharing
arrangements do not present an unmitigated conflict for client accounts. An investor or prospect in the Fund should refer to its confidential private placement memorandum and other governing documents for more complete information about the investment objectives and investment restrictions applicable to the Fund. There is no assurance that any client account’s investment objectives will be achieved. The Firm has entered into “side letters” or similar agreements with certain investors in the Fund granting the investor certain specific rights, benefits or privileges that are not made available to investors generally. C. Availability of Tailored Services for Individual Clients The Firm provides discretionary and non-discretionary advisory services to client accounts based on a specific investment objective and strategy. The Firm may agree to tailor advisory services to the individual needs of clients including creating new investment strategies in response to specific client requests. Clients may impose restrictions on investing in certain securities or certain types of securities. D. Wrap Fee Programs The Firm does not participate in wrap fee programs. E. Client Assets Under Management As of 31st March 2023, the Firm managed the following client assets: Non-Discretionary Client Assets: $US 19,569,812 Discretionary Client Assets: $US 461,605,200 Total Assets Under Management: $US 481,175,012