| As of Date | 06/23/2026 |
| Registration | SEC, Approved, 04/10/2013 |
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| ADV Location | LONDON, United Kingdom |
| Contact Info | 020 xxxxxxx |
| Websites |
| AUM* | 402,333,293 25% |
| of that, discretionary | 402,333,293 35% |
| Number of Employees | 12 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 9,356,588 88% |
| SMA’s | No |
| Private Funds | 0 |
- Pooled investment vehicles
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Publication of periodicals or newsletters
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker30303M102 | Stock NameMETA PLATFORMS INC | $ Position$11,518,458 | % Position15.00% | $ Change5.00% | # Change0.00% |
| Stck Ticker67066G104 | Stock NameNVIDIA CORPORATION | $ Position$9,727,246 | % Position13.00% | $ Change3.00% | # Change0.00% |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$6,105,973 | % Position8.00% | $ Change-19.00% | # Change-13.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$5,722,866 | % Position8.00% | $ Change-16.00% | # Change-5.00% |
| Stck Ticker02079K305 | Stock NameALPHABET INC | $ Position$4,660,187 | % Position6.00% | $ Change7818.00% | # Change7138.00% |
| Stck Ticker34959E109 | Stock NameFORTINET INC | $ Position$4,871,320 | % Position6.00% | $ Change-22.00% | # Change0.00% |
| Stck Ticker09857L108 | Stock NameBOOKING HOLDINGS INC | $ Position$4,477,895 | % Position6.00% | $ Change49.00% | # Change30.00% |
| Stck Ticker149123101 | Stock NameCATERPILLAR INC | $ Position$3,809,715 | % Position5.00% | $ Change11.00% | # Change0.00% |
| Stck Ticker172908105 | Stock NameCINTAS CORP | $ Position$3,788,435 | % Position5.00% | $ Change-3.00% | # Change0.00% |
| Stck Ticker78462F103 | Stock NameSPDR S&P 500 ETF TR | $ Position$3,512,176 | % Position5.00% | $ Change-4.00% | # Change-3.00% |