Holowesko Partners Ltd.
- Regulatory AUM
- $904M
- Discretionary
- $904M
- Clients
- 7
- Avg AUM / client
- $129M
- Accounts
- 7
- Employees
- 13
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 6 | $685M | 75.8% |
| Charitable organizations | 1 | $219M | 24.2% |
Private funds (4)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $540M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Holowesko Global Fund Ltd. | Hedge Fund | Cayman Islands | $182M | 20 |
| Holowesko Global Equity Fund Llc | Hedge Fund | Delaware | $144M | 26 |
| Holowesko Global Fund Llc | Hedge Fund | Delaware | $110M | 9 |
| Holowesko Global Equity Fund (Segregated Portfolio) | Hedge Fund | Cayman Islands | $104M | 13 |
People (7)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Cleare, Gregory, Paul | Director, Cfo | Nov 2000 (26y) | 5% – 10% | |
| Holowesko, Mark, Gordon | Director, Ceo, Cio | Nov 2000 (26y) | 50% – 75% | |
| Farrington, Richard, Sean | Director, Portfolio Manager | Jan 2001 (26y) | 10% – 25% | |
| Holowesko, Stephen, Geoffrey | Head Trader | Jan 2001 (26y) | Less than 5% | |
| Fair, Ian, Dennis | Director | Apr 2001 (25y) | Less than 5% | |
| Johnson, Greg, Eugene | Director | Sep 2005 (21y) | Less than 5% | |
| Zyp, Karen, Catherine | Chief Compliance Officer | Jan 2007 (20y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Templeton Global Holdings Ltd. | Shareholder | Sep 2000 | A | 5% – 10% |
| Templeton International, Inc. | Parent | Oct 1992 | B | ≈ 3.75% – 10% via Templeton Global Holdings Ltd. |
| Templeton Worldwide, Inc. | Parent | Oct 1992 | B | ≈ 2.81% – 10% via Templeton International, Inc. |
| Franklin Resources, Inc. | Parent | Jul 2020 | B | ≈ 1.58% – 10% via Legg Mason, Inc. |
| Legg Mason, Inc. | Parent | Jun 2021 | B | ≈ 2.11% – 10% via Templeton Worldwide, Inc. |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Templeton International, Inc.: 75% – 100% of Templeton Global Holdings Ltd. × 5% – 10% direct ≈ 3.75% – 10% of the firm
- Templeton Worldwide, Inc.: 75% – 100% of Templeton International, Inc. × 75% – 100% of Templeton Global Holdings Ltd. × 5% – 10% direct ≈ 2.81% – 10% of the firm
- Franklin Resources, Inc.: 75% – 100% of Legg Mason, Inc. × 75% – 100% of Templeton Worldwide, Inc. × 75% – 100% of Templeton International, Inc. × 75% – 100% of Templeton Global Holdings Ltd. × 5% – 10% direct ≈ 1.58% – 10% of the firm
- Legg Mason, Inc.: 75% – 100% of Templeton Worldwide, Inc. × 75% – 100% of Templeton International, Inc. × 75% – 100% of Templeton Global Holdings Ltd. × 5% – 10% direct ≈ 2.11% – 10% 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.
Private funds (4, $540M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Holowesko Global Fund Ltd. | Hedge Fund | $182M | $3.0M | 20 |
| Holowesko Global Equity Fund Llc | Hedge Fund | $144M | $3.0M | 26 |
| Holowesko Global Fund Llc | Hedge Fund | $110M | $3.0M | 9 |
| Holowesko Global Equity Fund (Segregated Portfolio) | Hedge Fund | $104M | $3.0M | 13 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/20/2026 | 1.97 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
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- State Street $219M (24% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 20, 2026.
View current Form ADV (SEC/IAPD) ↗