| As of Date | 04/01/2026 |
| Registration | SEC, Approved, 08/01/2017 |
| ADV Location | LONDON, United Kingdom |
| Contact Info | 00 xxxxxxx |
| Websites |
| AUM* | 1,402,597,162 78% |
| of that, discretionary | 1,115,295,546 117% |
| Number of Employees | 9 125% |
| of those in investment advisory functions | 5 67% |
| Private Fund GAV* | 0 |
| Avg Account Size | 5,156,607 17% |
| % High Net Worth | 92.65% 1% |
| SMA’s | Yes |
| Private Funds | 0 |
- High net worth individuals
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker67066G104 | Stock NameNVIDIA CORPORATION | $ Position$6,796,299,759 | % Position5.00% | $ Change22.00% | # Change1.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$5,374,034,430 | % Position4.00% | $ Change19.00% | # Change4.00% |
| Stck Ticker02079K305 | Stock NameALPHABET INC | $ Position$5,590,311,393 | % Position4.00% | $ Change20.00% | # Change-3.00% |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$4,222,788,204 | % Position3.00% | $ Change4.00% | # Change3.00% |
| Stck Ticker023135106 | Stock NameAMAZON COM INC | $ Position$2,949,336,423 | % Position2.00% | $ Change18.00% | # Change3.00% |
| Stck Ticker11135F101 | Stock NameBROADCOM INC | $ Position$2,544,924,037 | % Position2.00% | $ Change22.00% | # Change0.00% |
| Stck Ticker007903107 | Stock NameADVANCED MICRO DEVICES INC | $ Position$1,338,195,894 | % Position1.00% | $ Change208.00% | # Change8.00% |
| Stck Ticker040413205 | Stock NameARISTA NETWORKS INC | $ Position$1,073,704,965 | % Position1.00% | $ Change46.00% | # Change0.00% |
| Stck Ticker532457108 | Stock NameELI LILLY & CO | $ Position$1,036,799,286 | % Position1.00% | $ Change47.00% | # Change13.00% |
| Stck Ticker02079K107 | Stock NameALPHABET INC | $ Position$911,634,153 | % Position1.00% | $ Change25.00% | # Change2.00% |