Adviser Profile

As of Date 09/27/2025
Registration SEC, Approved, 03/24/2014
ADV Location LONDON, United Kingdom
Contact Info +44 xxxxxxx
Websites
AUM* 1,000,000
of that, discretionary 500,000 -50%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 83,333 -81%
SMA’s No
Private Funds 0

Adviser Type

- Outside the United States

Client Types

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

1M 1M 964K 771K 579K 386K 193K
2015 2016 2017 2018 2020 2021 2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

No private funds

Employees