Kiltearn Partners LLP
other8 known aliases resolved via the canonical alias map
Market position · 2024
Plans served4-2 YoYRank #2702 of mapped providers
Assets under administration$2.9B0.0%Market share · rank #2380
Fees received$530,879Median $67,990/planSum across Schedule C direct + indirect
Net wins YoY-10 won · 1 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Kiltearn Partners LLP plan look like?
Service mix · median fees per plan
Count of plans where Kiltearn Partners LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid indirectly by plan; Investment management fees paid directly by plan; Float revenueCode 28 | 3 | $86,209 | |
Custodial (other than securities); Investment management fees paid directly by planCode 18 | 1 | $49,770 |
Competitor overlap
Percent of Kiltearn Partners LLP's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Kiltearn Partners LLP.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under Kiltearn Partners LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
ADVOCATE AURORA HEALTH, INC.IL · 824184596-003 | Dodge & Cox | $1.0B |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
PENSION COMMITTEE UNDER TWIN CITY HOSPITALS - MINNESOTA NURSESMN · 416184922-001 | $2.4B | 33,805 | $379,524 | 10y | - |
TEKNOR APEX COMPANYRI · 050306609-003 | $243M | 1,689 | $49,770 | 2y | - |
NORTHERN ARIZONA HEALTHCAREAZ · 742410946-001 | $147M | 941 | $86,209 | 6y | - |
CRODA INCORPORATEDNJ · 135603841-001 | $141M | 1,089 | $15,376 | 9y | - |
Flag exposure
100.0%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (8)
Raw Schedule C names collapsed into Kiltearn Partners LLP.
- DSM
- DSM CAPITAL
- KILTEARN PARNTERS
- KILTEARN PARTNERS
- KILTEARN PARTNERS LLP
- KILTEARN PARTNERS, INC.
- KILTEARN PARTNERS, LLP
- THE KILTEARN PARTNERS
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Kiltearn Partners LLP's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Kiltearn Partners LLP. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Kiltearn Partners LLP's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| USI Consulting Group | 2 | 50.0% |
| WTW | 2 | 50.0% |
| Arrowstreet Capital | 1 | 25.0% |
| Audax | 1 | 25.0% |
| Blackstone Alternative Credit Advisors | 1 | 25.0% |
| Cambridge Associates | 1 | 25.0% |
| Castlelake L.P. | 1 | 25.0% |
| Clarion Partners | 1 | 25.0% |
| Income Research & Management | 1 | 25.0% |
| Legal & General Investment Management America | 1 | 25.0% |