EVELYN PARTNERS ASSET MANAGEMENT LIMITED

other names
{{ Info.Overview }}
Revenue {{ Info.Revenue | formatUSD }}
Headquarters {{ Info.Headquarters }}
cb

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, 03/29/2012
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

- Individuals (other than high net worth individuals)
- Pooled investment vehicles
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management

Recent News

Reported AUM

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

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count1 GAV$105,725,122

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser GAVEKAL CAPITAL LIMITED Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM1.1b #Funds-
Adviser SP ASSET MANAGEMENT LLC Hedge Fund- Liquidity Fund- Private Equity Fund4.3m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV4.3m AUM1.4b #Funds1
Adviser RED SWAN PRIVATE CLIENT Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM2.5b #Funds-
Adviser QUATTRO FINANCIAL ADVISORS Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund698.6m Total Private Fund GAV698.6m AUM1.3b #Funds2
Adviser JADE MOUNTAIN PARTNERS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund1.6b Total Private Fund GAV1.6b AUM960.3m #Funds9
Adviser PARTNERS FOR GROWTH Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund991.6m Total Private Fund GAV991.6m AUM991.6m #Funds6
Adviser AUBREY CAPITAL MANAGEMENT Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund43.5m Total Private Fund GAV43.5m AUM841.6m #Funds1
Adviser OCCUDO QUANTITATIVE STRATEGIES LP Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund2.7m Total Private Fund GAV2.7m AUM851.2m #Funds1
Adviser LIBERTY WEALTH MANAGEMENT, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund7.0m Total Private Fund GAV7.0m AUM1.2b #Funds1
Adviser BENEFIT FINANCIAL SERVICES GROUP Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM1.1b #Funds-

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.