Adviser Profile

As of Date 09/03/2026
Registration SEC, Approved, 10/07/2024
Other registrations (1)
ADV Location LONDON, United Kingdom
Contact Info +44 xxxxxxx
AUM* 220,000,000 38%
of that, discretionary 220,000,000 38%
Number of Employees 3 -25%
of those in investment advisory functions 2
Private Fund GAV* 20,000,000
Avg Account Size 44,000,000 -17%
SMA’s No
Private Funds 1 1

Adviser Type

- Large advisory firm
- Outside the United States

Client Types

- Pooled investment vehicles
- Corporations or other businesses not listed above

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

148M 126M 105M 84M 63M 42M 21M
2024 2025
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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