Adviser Profile

As of Date 02/29/2024
Registration status Terminated
ADV Location LONDON, United Kingdom
Contact Info 11- xxxxxxx
AUM* 500,000 -50%
of that, discretionary 500,000 -50%
Number of Employees
of those in investment advisory functions
Private Fund GAV* 0
Avg Account Size 500,000 -50%
SMA’s Yes
Private Funds 0

Adviser Type

- Outside the United States

Client Types

- Other

Advisory Activities

- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

2M 1M 1M 857K 643K 429K 214K
2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees