Adviser Profile

As of Date 08/25/2026
Registration SEC, Approved, 12/13/2007
ADV Location ST. PETER PORT, Guernsey
Contact Info 44- xxxxxxx
Websites
AUM* 11,506,122,100 -35%
of that, discretionary 11,506,122,100 -35%
Number of Employees 7 17%
of those in investment advisory functions
Private Fund GAV* 0
Avg Account Size 547,910,576 -11%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm
- Outside the United States

Client Types

- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Sovereign wealth funds and foreign official institutions
- 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

32B 27B 23B 18B 14B 9B 5B
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Brochure Summary