Adviser Profile

As of Date 03/20/2026
Registration SEC, ERA - Active, 10/28/2025
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* 0
SMA’s No
Private Funds 0

Private Funds

No private funds

Employees

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker02079K305 Stock NameALPHABET INC $ Position$19,059 % Position2.00% $ Change7.00% # Change11.00%
Stck Ticker13646K108 Stock NameCANADIAN PACIFIC KANSAS CITY $ Position$16,545 % Position2.00% $ Change34.00% # Change-5.00%
Stck Ticker191216100 Stock NameCOCA COLA CO $ Position$14,911 % Position2.00% $ Change-19.00% # Change-23.00%
Stck Ticker458140100 Stock NameINTEL CORP $ Position$16,565 % Position2.00% $ Change # Change
Stck Ticker46625H100 Stock NameJPMORGAN CHASE & CO $ Position$24,353 % Position2.00% $ Change62.00% # Change59.00%
Stck Ticker478160104 Stock NameJOHNSON & JOHNSON $ Position$20,447 % Position2.00% $ Change13.00% # Change9.00%
Stck Ticker67066G104 Stock NameNVIDIA CORPORATION $ Position$22,249 % Position2.00% $ Change-12.00% # Change-24.00%
Stck Ticker776696106 Stock NameROPER TECHNOLOGIES INC $ Position$18,710 % Position2.00% $ Change124.00% # Change115.00%
Stck Ticker79466L302 Stock NameSALESFORCE INC $ Position$15,781 % Position2.00% $ Change # Change
Stck Ticker817565104 Stock NameSERVICE CORP INTL $ Position$24,135 % Position2.00% $ Change-7.00% # Change-7.00%