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Adviser Profile

As of Date 08/03/2026
Registration SEC, Approved, 03/29/2012
ADV Location LONDON, United Kingdom
Contact Info 442 xxxxxxx
Websites
AUM* 1,059,392,636 -7%
of that, discretionary 1,059,392,636 -7%
Number of Employees 126 -89%
of those in investment advisory functions 34 -78%
Private Fund GAV* 93,551,532 -9%
Avg Account Size 2,273,375 -3%
% High Net Worth 36.27% 100%
SMA’s Yes
Private Funds 1

Adviser Type

- Large advisory firm
- Outside the United States

Client Types

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

Advisory Activities

- Financial planning services
- 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

3B 2B 2B 1B 1B 746M 373M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
{{ TypeColumnLabel }} {{ item.FundType }} Count{{ formatCount(item.FundsCount) }} GAV{{ formatGAV(item.AUM) }}

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Brochure Summary