Company Profile

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

Client Types

- Insurance companies

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

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

Disclosure Reporting

11.D(2) Other regulator found violation

Reported AUM

413B 354B 295B 236B 177B 118B 59B
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

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

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