| As of Date | 09/08/2026 |
| Registration | SEC, Approved, 03/07/2024 |
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| ADV Location | ST HELIER, Jersey |
| Contact Info | 44 xxxxxxx |
| Websites |
| AUM* | 273,220,429,199 70% |
| of that, discretionary | 273,220,429,199 70% |
| Number of Employees | 40 -25% |
| of those in investment advisory functions | 27 35% |
| Private Fund GAV* | 0 |
| Avg Account Size | 45,536,738,200 14% |
| SMA’s | No |
| Private Funds | 0 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Performance-based fees
No private funds