EVELYN PARTNERS ASSET MANAGEMENT LIMITED other names

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Adviser Profile

As of Date:

03/28/2024

Adviser Type:

- Large advisory firm
- Outside the United States

Number of Employees:

1,103 12.90%

of those in investment advisory functions:

154 20.31%

Registration:

SEC, Approved, 3/29/2012

AUM:

1,139,348,630 7.83%

of that, discretionary:

1,137,766,487 7.95%

Private Fund GAV:

105,725,122 -13.40%

Avg Account Size:

2,344,339 -13.47%

SMA’s:

YES

Private Funds:

1

Contact Info

004 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
3B 2B 2B 1B 1B 746M 373M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Recent News

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Private Funds Structure

Fund Type Count GAV
Other Private Fund 1 $105,725,122

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Private Funds



Employees




Brochure Summary

Overview

Evelyn Partners Asset Management Limited (“We”, “Us”, “Evelyn Partners” or the “Firm”) is a United Kingdom (“UK”) based wealth Management Company which is a wholly owned subsidiary of Evelyn Partners Group Limited. The ultimate parent companies are Platinum LP. Guernsey Limited and Whitman Limited Partner LP (Cayman Islands). Evelyn Partners provides discretionary investment management services across a broad range of client account types, including (where eligible) individual investment portfolios, individual retirement accounts,
personal pensions, trust and charity accounts and insurance company accounts. The Personalised Investment Management Service allows for the purchase and sale of specific securities and can, in some circumstances, allow for you to impose certain restrictions; meaning we will not purchase any securities which, for any reason, you may not be comfortable holding. As at 31 December 2023 the Firm has US$ 1,1 billion of assets under management, all of which are managed on a discretionary basis, for U.S. connected clients.