Company Profile

As of Date 03/31/2026
ADV Location United Kingdom
Adviser Type - Large advisory firm
- Outside the United States
Number of Employees 41 58%
of those in investment advisory functions 15 88%
AUM* 2,993,407,382 141%
of that, discretionary 2,961,293,413 142%
Private Fund GAV* 1,881,336,732 94%
Avg Account Size 115,131,053 79%
SMA’s No
Private Funds 45 20
Websites

Client Types

- Pooled investment vehicles
- Other investment advisers

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

1B 997M 831M 664M 498M 332M 166M
2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count45 GAV$1,881,336,732

Related Companies

Adviser City, State AUM Employees SMA’s Private Funds
ERA {{c.Name}} City, State{{c.City}}, {{c.State}}, {{c.Country}} AUM{{ c.AUM | formatUSD }} Employees{{ c.Employees | formatNumber }} SMA’sYES SMA’sNO Private Funds{{ c.PrivateFundsCount | formatNumber }}

Related Companies Historical AUM