| As of Date | 06/29/2026 |
| Registration | SEC, Approved, 01/18/2023 |
| ADV Location | LONDON, United Kingdom |
| Contact Info | +44 xxxxxxx |
| Websites |
| AUM* | 2,234,876,930 74% |
| of that, discretionary | 1,857,631,879 55% |
| Number of Employees | 42 50% |
| of those in investment advisory functions | 12 20% |
| Private Fund GAV* | 0 |
| Avg Account Size | 31,039,957 57% |
| % High Net Worth | 72.22% 327% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Charitable organizations
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees
No private funds