Adviser Profile

As of Date 09/10/2026
Registration SEC, Approved, 01/20/2026
ADV Location LONDON, United Kingdom
Contact Info 004 xxxxxxx
Websites
AUM* 53,486,109
of that, discretionary 53,486,109
Number of Employees 8
of those in investment advisory functions 5
Private Fund GAV* 0
Avg Account Size 2,057,158
% High Net Worth 57.69%
SMA’s No
Private Funds 0

Adviser Type

- Mid-sized advisory firm
- Outside the United States

Client Types

- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

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

Reported AUM

53M 45M 38M 30M 23M 15M 8M
2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees