Adviser Profile

As of Date 03/31/2026
Registration SEC, Approved, 05/01/2014
ADV Location LONDON, United Kingdom
Contact Info +44 xxxxxxx
Websites
AUM* 338,803,966 97%
of that, discretionary 338,803,966 98%
Number of Employees 34 3%
of those in investment advisory functions 6 100%
Private Fund GAV* 0
Avg Account Size 56,467,328 64%
SMA’s Yes
Private Funds 0

Adviser Type

- Outside the United States
- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies
- Pooled investment vehicles
- Other investment advisers
- Insurance companies
- Other

Advisory Activities

- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

339M 290M 242M 194M 145M 97M 48M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees