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Adviser Profile

As of Date 06/29/2025
Adviser Type - Outside the United States
Number of Employees 3 200.00%
of those in investment advisory functions 2 100.00%
Registration SEC, Approved, 09/20/2016
AUM* 72,600,000 98.90%
of that, discretionary 72,600,000 98.90%
Private Fund GAV* 0 -100.00%
Avg Account Size 18,150,000 49.18%
SMA’s Yes
Private Funds 0
Contact Info +44 xxxxxxx
Websites

Client Types

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Publication of periodicals or newsletters

Compensation Arrangments

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

Reported AUM

37M 31M 26M 21M 16M 10M 5M
2016 2017 2018 2019 2020 2022
Discretionary
Non-discretionary

Private Funds

Employees

Brochure Summary