Albourne America Llc
SEC-registered
Investment Adviser
CRD 126582
· SEC file 801-66613
· San Francisco, CA
· www.linkedin.com
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ADV data as of Jun 30, 2026
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 207
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 125
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 0 | — | — |
| High net worth individuals | 0 | — | — |
| Banking or thrift institutions | 6 | — | — |
| Pension and profit sharing plans | 22 | — | — |
| Charitable organizations | 20 | — | — |
| State or municipal government entities | 42 | — | — |
| Other investment advisers | 46 | — | — |
| Insurance companies | 8 | — | — |
| Sovereign wealth funds and foreign official institutions | 0 | — | — |
| Corporations and other businesses | 38 | — | — |
| Other | 25 | — | — |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Cash Balance Retirement Plan Of Hallmark Cards, Inc. Hallmark Cards, Inc. | 2024 | |
| Disney Salaried Pension Plan D Twdc Enterprises 18 Corp. | 2024 | |
| Disney Salaried Pension Plan A Twdc Enterprises 18 Corp. | 2024 | |
| Disney Associated Companies' Retirement Plan Twdc Enterprises 18 Corp. | 2024 | |
| 21 St Century Fox America Retirement Plan Tfcf America, Inc. | 2024 | |
| Crayola Llc Employee's Retirement Plan Crayola Llc | 2024 | |
| Newyork Presbyterian Pension Plan The New York And Presbyterian Hospital | 2024 |
People (17)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ruddick, Simon, Bernard | Ordinary Shareholder | Mar 1994 (32y) | ≈ 14.06% – 50% via Albourne Partners Limited | |
| Harmston, David, Meadows | Elected Manager | Aug 2003 (23y) | Less than 5% | |
| John Richard Claisse | Elected Manager | Apr 2006 (20y) | Less than 5% | |
| Andrew Donald Mcculloch | Elected Manager | Jan 2008 (19y) | Less than 5% | |
| Patel, Nishith, Subhash | Chief Compliance Officer | Oct 2019 (7y) | Less than 5% | |
| Kouzapa, Annita | Chief Operating Officer | Apr 2022 (4y) | Less than 5% | |
| Shah, Heeral | Chief Financial Officer | Apr 2023 (3y) | Less than 5% | |
| Gill Heginbotham, Sarah | Elected Manager | Aug 2024 (2y) | Less than 5% | |
| Moliviatis Stavrou, Meropi | Elected Manager | Aug 2024 (2y) | Less than 5% | |
| Arabella Sinead Wuchek | Registered representative | Jun 2010 (16y) | ||
| David H Tatkow | Registered representative | Aug 2010 (16y) | ||
| Tathata Lohachitkul | Registered representative | Nov 2015 (11y) | ||
| John Paul Shearman | Registered representative | Jan 2025 (2y) | ||
| Kristen Hofflander Jones | Registered representative | Jan 2025 (2y) | ||
| G Stephen Kennedy | Registered representative | Jan 2026 (1y) | ||
| Thomas Stephen Cawkwell | Registered representative | Jan 2026 (1y) | ||
| William G Greenwood | Registered representative | Jan 2026 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Albourne Partners (International)limited | Sole Member Ordinary Shares | Aug 2001 | A | 75% or more |
| Albourne Partners Limited | Ordinary Shareholder | Nov 1994 | B | ≈ 56.25% – 100% via Albourne Partners (International)limited |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Ruddick, Simon, Bernard: 25% – 50% of Albourne Partners Limited × 75% – 100% of Albourne Partners (International)limited × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Albourne Partners Limited: 75% – 100% of Albourne Partners (International)limited × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (7)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Cash Balance Retirement Plan Of Hallmark Cards, Inc. | Hallmark Cards, Inc. | 1,380 | $427M | 01/01/2024 |
| Disney Salaried Pension Plan D | Twdc Enterprises 18 Corp. | 9,470 | $10.4B | 01/01/2024 |
| Disney Salaried Pension Plan A | Twdc Enterprises 18 Corp. | 3,998 | $4.2B | 01/01/2024 |
| Disney Associated Companies' Retirement Plan | Twdc Enterprises 18 Corp. | 27,324 | $1.8B | 01/01/2024 |
| 21 St Century Fox America Retirement Plan | Tfcf America, Inc. | 235 | $433M | 01/01/2024 |
| Crayola Llc Employee's Retirement Plan | Crayola Llc | 362 | $151M | 01/01/2024 |
| Newyork Presbyterian Pension Plan | The New York And Presbyterian Hospital | 19,908 | $2.5B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/30/2026 | 1.28 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Fixed fees
Services
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 30, 2026.
View current Form ADV (SEC/IAPD) ↗