Cinven, Inc.
- Regulatory AUM
- $3.3B
- Discretionary
- $0
- Clients
- 1
- Avg AUM / client
- $3.3B
- Accounts
- 12
- Employees
- 20
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Other investment advisers | 1 | $3.3B | 100.0% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Cargill, Inc. And Associated Companies Pension Plan For Union Represented Hourly Wage Employees Cargill, Incorporated | 2024 | |
| Cargill, Inc. And Associated Companies Salaried Employees Pension Plan Cargill, Incorporated | 2024 | |
| Cargill, Inc And Assoc. Co's Pension Plan For Production Employees Cargill, Incorporated | 2024 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kahr, Julia, Casper | President And Director | Jul 2022 (4y) | Less than 5% | |
| Moore, Peter, James | Chief Compliance Officer | Oct 2022 (4y) | Less than 5% | |
| Richardson, John, Robert | Director, Secretary And Treasurer | Oct 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Cinven Holdings Limited | Shareholder | Aug 2020 | A | 75% or more |
| Cinven Group Limited | Shareholder | Aug 2020 | B | ≈ 56.25% – 100% via Cinven Holdings Limited |
| Cinven Holdings Guernsey Limited | Shareholder | Aug 2020 | B | ≈ 42.19% – 100% via Cinven Group Limited |
| The Cinven Group 2008 Employee Benefit Trust | Shareholder | Aug 2020 | B | ≈ 31.64% – 100% via Cinven Holdings Guernsey Limited |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Cinven Group Limited: 75% – 100% of Cinven Holdings Limited × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Cinven Holdings Guernsey Limited: 75% – 100% of Cinven Group Limited × 75% – 100% of Cinven Holdings Limited × 75% – 100% direct ≈ 42.19% – 100% of the firm
- The Cinven Group 2008 Employee Benefit Trust: 75% – 100% of Cinven Holdings Guernsey Limited × 75% – 100% of Cinven Group Limited × 75% – 100% of Cinven Holdings Limited × 75% – 100% direct ≈ 31.64% – 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 (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Cargill, Inc. And Associated Companies Pension Plan For Union Represented Hourly Wage Employees | Cargill, Incorporated | 0 | $396M | 01/01/2024 |
| Cargill, Inc. And Associated Companies Salaried Employees Pension Plan | Cargill, Incorporated | 2,989 | $2.0B | 01/01/2024 |
| Cargill, Inc And Assoc. Co's Pension Plan For Production Employees | Cargill, Incorporated | 2,853 | $598M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.24 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
- • Other fees
- • COSTS FOR ADVISORY SERVICES + AN ADDITIONAL PERCENTAGE OF COSTS
Services
- • 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: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗