Adviser Profile

As of Date 03/31/2026
Registration SEC, Approved, 03/15/2024
ADV Location LONDON, United Kingdom
Contact Info +44 xxxxxxx
Websites
AUM* 5,866,561,697 44%
of that, discretionary 5,866,561,697 44%
Number of Employees 5 -17%
of those in investment advisory functions 3 -40%
Private Fund GAV* 0
Avg Account Size 733,320,212 44%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm
- Outside the United States

Client Types

- Pooled investment vehicles
- State or municipal government entities

Advisory Activities

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

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

6B 5B 4B 3B 3B 2B 838M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary