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Adviser Profile

As of Date 09/16/2024
Adviser Type - Outside the United States
Number of Employees 28 21.74%
of those in investment advisory functions 12 9.09%
Registration SEC, Approved, 9/21/2016
AUM* 1,885,200,654 6.08%
of that, discretionary 1,885,200,654 6.08%
Private Fund GAV* 0 -100.00%
Avg Account Size 157,100,055 14.92%
SMA’s Yes
Private Funds 0 1
Contact Info +44 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

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

Recent News

Reported AUM

Discretionary
Non-discretionary
2B 2B 1B 1B 762M 508M 254M
2016 2017 2018 2019 2020 2021 2022

Private Funds



Employees