Adviser Profile

As of Date 05/28/2026
Registration SEC, ERA - Active, 12/19/2024
ADV Location LONDON, United Kingdom
Contact Info +44 xxxxxxx
Websites
Exempt Reporting Adviser

2B(2)- PF<150mn Qualify for the exemption from registration because you act solely as an adviser to private funds and have assets under management, as defined in rule 203(m)-1, in the United States of less than $150 million

Private Fund GAV* 293,523,349 110%
SMA’s No
Private Funds 3

Private Funds

Employees

Private Funds Structure

Count GAV
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Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker023135106 Stock NameAMAZON COM INC $ Position$50,718,752 % Position33.00% $ Change28.00% # Change12.00%
Stck Ticker980745103 Stock NameWOODWARD INC $ Position$25,781,664 % Position17.00% $ Change-15.00% # Change-29.00%
Stck Ticker57636Q104 Stock NameMASTERCARD INCORPORATED $ Position$25,680,000 % Position17.00% $ Change88.00% # Change82.00%
Stck Ticker422806208 Stock NameHEICO CORP NEW $ Position$24,377,653 % Position16.00% $ Change22.00% # Change0.00%
Stck Ticker530909308 Stock NameLIBERTY LIVE HOLDINGS INC $ Position$16,353,072 % Position11.00% $ Change-6.00% # Change-16.00%
Stck Ticker80004C200 Stock NameSANDISK CORP $ Position$8,913,022 % Position6.00% $ Change # Change