Federated Hermes (Uk) Llp
- Regulatory AUM
- $24.7B
- Discretionary
- $24.7B
- Clients
- 18
- Avg AUM / client
- $1.4B
- Accounts
- 18
- Employees
- 11
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 5 | $4.2B | 16.8% |
| Pooled investment vehicles (non-investment companies) | 11 | $16.9B | 68.2% |
| Sovereign wealth funds and foreign official institutions | 2 | $3.7B | 14.9% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $9.4B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Federated Hermes Short Term Sterling Prime Fund | Liquidity Fund | United Kingdom | $9.4B | 528 |
People (9)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Benson, Judith, M | Chief Operating Officer; Chief Compliance Officer (Uk) | Apr 2012 (14y) | Less than 5% | |
| Dulski, Gregory, Philip | Chair Of Governing Body | Apr 2012 (14y) | Less than 5% | |
| Gepp, Dennis, F | Managing Director/Chief Investment Officer | Apr 2012 (14y) | Less than 5% | |
| Novak, Richard, Anthony | Treasurer | Apr 2013 (13y) | Less than 5% | |
| Stephen Paul Van Meter | Chief Compliance Officer U.S. Operations | Jul 2015 (11y) | Less than 5% | |
| Boyce, Michael, Joseph | Member Of Governing Body | Sep 2019 (7y) | Less than 5% | |
| Deborah Ann Cunningham | Member Of Governing Body | Sep 2019 (7y) | Less than 5% | |
| Walsh, Ronan | Member Of Governing Body | Sep 2019 (7y) | Less than 5% | |
| Kennedy, Ian, Marshall | Member Of Governing Body | Jan 2023 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Federated Hermes Ltd | Partner | Mar 2024 | A | 75% or more |
| Federated Global Holdings Llc | Partner | Apr 2012 | A | Less than 5% |
| Federated International Holdings Bv | Shareholder | Dec 2011 | B | ≈ 42.19% – 100% via Federated Holdings (Uk) Ii Limited |
| Fii Holdings, Inc. | Shareholder | Dec 1998 | B | ≈ 31.64% – 100% via Federated International Holdings Bv |
| Federated Hermes, Inc. | Shareholder | Mar 1983 | B | ≈ 23.73% – 100% via Fii Holdings, Inc. |
| Federated Holdings (Uk) Ii Limited | Shareholder | Aug 2018 | B | ≈ 56.25% – 100% via Federated Hermes Ltd |
| Federated Hermes Ltd | Shareholder | Mar 2024 | B | ≈ 0% – 5% via Federated Global Holdings Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Federated International Holdings Bv: 75% – 100% of Federated Holdings (Uk) Ii Limited × 75% – 100% of Federated Hermes Ltd × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Fii Holdings, Inc.: 75% – 100% of Federated International Holdings Bv × 75% – 100% of Federated Holdings (Uk) Ii Limited × 75% – 100% of Federated Hermes Ltd × 75% – 100% direct ≈ 31.64% – 100% of the firm
- Federated Hermes, Inc.: 75% – 100% of Fii Holdings, Inc. × 75% – 100% of Federated International Holdings Bv × 75% – 100% of Federated Holdings (Uk) Ii Limited × 75% – 100% of Federated Hermes Ltd × 75% – 100% direct ≈ 23.73% – 100% of the firm
- Federated Holdings (Uk) Ii Limited: 75% – 100% of Federated Hermes Ltd × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Federated Hermes Ltd: 75% – 100% of Federated Global Holdings Llc × 0% – 5% direct ≈ 0% – 5% 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 (1, $9.4B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Federated Hermes Short Term Sterling Prime Fund | Liquidity Fund | $9.4B | $10.0M | 528 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.92 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
- • Other fees
- • COST PLUS MARGIN
Services
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- State Street $3.7B (15% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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 27, 2026.
View current Form ADV (SEC/IAPD) ↗