| As of Date | 06/24/2026 |
| Registration | SEC, Approved, 02/22/2024 |
| ADV Location | LONDON, United Kingdom |
| Contact Info | +44 xxxxxxx |
| Websites |
| AUM* | 3,796,579,755 99% |
| of that, discretionary | 3,796,579,755 99% |
| Number of Employees | 21 5% |
| of those in investment advisory functions | 10 -17% |
| Private Fund GAV* | 0 |
| Avg Account Size | 180,789,512 52% |
| % High Net Worth | 6.25% |
| SMA’s | No |
| Private Funds | 0 |
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Other investment advisers
- Insurance companies
- Corporations or other businesses not listed above
- 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
- Fixed fees (other than subscription fees)
- Performance-based fees
No private funds