Adviser Profile

As of Date 05/29/2026
Registration SEC, Approved, 03/22/2024
Other registrations (1)
ADV Location EDINBURGH, United Kingdom
Contact Info +44 xxxxxxx
Websites
AUM* 1,297,347,739 -2%
of that, discretionary 1,297,347,739 -2%
Number of Employees 17
of those in investment advisory functions 8
Private Fund GAV* 248,249,918 61%
Avg Account Size 129,734,774 -22%
SMA’s No
Private Funds 1

Adviser Type

- Large advisory firm
- Outside the United States
- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies
- Pooled investment vehicles

Advisory Activities

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

Compensation Arrangments

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

Reported AUM

2B 1B 1B 878M 658M 439M 219M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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