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Adviser Profile

As of Date 06/27/2025
Adviser Type - Large advisory firm
- An investment adviser (or subadviser) to an investment company
Number of Employees 35 29.63%
of those in investment advisory functions 23 53.33%
Registration SEC, Approved, 05/11/2016
AUM* 307,001,573 -51.72%
of that, discretionary 307,001,573 -51.72%
Private Fund GAV* 0 -100.00%
Avg Account Size 76,750,393 56.91%
SMA’s Yes
Private Funds 0 1
Contact Info +44 xxxxxxx
Websites

Client Types

- Investment companies
- Other investment advisers

Advisory Activities

- Portfolio management for investment companies
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

636M 545M 454M 363M 273M 182M 91M
2016 2017 2018 2019 2020 2021 2022
Discretionary
Non-discretionary

Private Funds

Employees

Brochure Summary