| As of Date | 06/30/2026 |
| Registration | SEC, Approved, 08/12/2025 |
| ADV Location | LONDON, United Kingdom |
| Contact Info | 44 xxxxxxx |
| Websites |
| AUM* | 773,912,131 32% |
| of that, discretionary | 224,108,008 106% |
| Number of Employees | 17 6% |
| of those in investment advisory functions | 9 |
| Private Fund GAV* | 0 |
| Avg Account Size | 492,311 13% |
| % High Net Worth | 24.63% -21% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds