Adviser Profile

As of Date 08/25/2026
Registration SEC, Approved, 05/28/2025
ADV Location LONDON, United Kingdom
Contact Info (21 xxxxxxx
Websites
AUM* 280,000
of that, discretionary 280,000 100%
Number of Employees 2
of those in investment advisory functions 1 -50%
Private Fund GAV* 0
Avg Account Size 280,000
SMA’s No
Private Funds 0

Adviser Type

- Outside the United States

Client Types

- Individuals (other than high net worth individuals)

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

280K 240K 200K 160K 120K 80K 40K
2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees