Adviser Profile

As of Date 09/08/2026
Registration SEC, Approved, 03/07/2024
Other registrations (1)
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 7 133%
of those in investment advisory functions 7 133%
Private Fund GAV* 161,314,569,294 116%
Avg Account Size 35,155,210,643 85%
SMA’s No
Private Funds 5 2

Adviser Type

- Large advisory firm
- Outside the United States

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- Performance-based fees

Reported AUM

211B 181B 151B 121B 90B 60B 30B
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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