Adviser Profile

As of Date 03/30/2026
Registration SEC, Approved, 08/04/2025
ADV Location LONDON, United Kingdom
Contact Info +44 xxxxxxx
Websites
AUM* 3,851,926,127 1%
of that, discretionary 2,880,201,983 -14%
Number of Employees 40 38%
of those in investment advisory functions 8 -43%
Private Fund GAV* 328,174,695 101%
Avg Account Size 132,825,039 4%
SMA’s No
Private Funds 5

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

3B 3B 2B 2B 1B 959M 479M
2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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