| As of Date | 09/10/2026 |
| Registration | SEC, Approved, 03/07/2024 |
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| ADV Location | ST HELIER, Jersey |
| Contact Info | 44- xxxxxxx |
| Websites |
| AUM* | 210,931,263,858 178% |
| of that, discretionary | 210,931,263,858 178% |
| Number of Employees | 23 92% |
| of those in investment advisory functions | 13 44% |
| Private Fund GAV* | 0 |
| Avg Account Size | 35,155,210,643 85% |
| 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