| As of Date | 03/25/2026 |
| Registration | SEC, Approved, 04/23/2021 |
| ADV Location | LONDON, GREATER LONDON, United Kingdom |
| Contact Info | 44 xxxxxxx |
| Websites |
| AUM* | 1,617,409,650 71% |
| of that, discretionary | 502,970,979 100% |
| Number of Employees | 16 14% |
| of those in investment advisory functions | 16 14% |
| Private Fund GAV* | 0 |
| Avg Account Size | 57,764,630 41% |
| % High Net Worth | 14.81% 226% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
No private funds