EVELYN PARTNERS ASSET MANAGEMENT LIMITED

other names
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Adviser Profile
As of Date 03/28/2025
Adviser Type - Large advisory firm
- Outside the United States
Number of Employees 89 -90.89%
of those in investment advisory functions 29 -77.34%
Registration SEC, Approved, 03/29/2012
AUM* 1,213,158,729 14.81%
of that, discretionary 1,208,382,837 14.65%
Private Fund GAV* 102,917,787 -2.66%
Avg Account Size 2,648,818 -2.23%
% High Net Worth 29.98% 100.00%
SMA’s Yes
Private Funds 1
Contact Info 004 xxxxxxx
Websites

Client Types

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

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

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$102,917,787

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Brochure Summary