| As of Date | 03/26/2026 |
| ADV Location | United Kingdom |
| Adviser Type - Large advisory firm | |
| Number of Employees | 47 57% |
| of those in investment advisory functions | 21 -19% |
| AUM* | 14,324,247,494 20% |
| of that, discretionary | 14,324,247,494 20% |
| Private Fund GAV* | 21,694,974,437 10% |
| Avg Account Size | 1,591,583,055 -33% |
| SMA’s | Yes |
| Private Funds | 30 4 |
| Websites |
- Insurance companies
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees
| 11.D(2) | Other regulator found violation |
| Fund Type | Count | GAV |
|---|---|---|
| Fund TypePrivate Equity Fund | Count18 | GAV$11,480,218,549 |
| Fund TypeReal Estate Fund | Count3 | GAV$539,365,183 |
| Fund TypeOther Private Fund | Count9 | GAV$9,675,390,705 |