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$17,790 % Position2.00% $ Change70.00% # Change32.00%
Stck Ticker191216100 Stock NameCOCA COLA CO $ Position$18,327 % Position2.00% $ Change307.00% # Change276.00%
Stck Ticker29250N105 Stock NameENBRIDGE INC $ Position$20,647 % Position2.00% $ Change0.00% # Change-2.00%
Stck Ticker478160104 Stock NameJOHNSON & JOHNSON $ Position$18,097 % Position2.00% $ Change-7.00% # Change-13.00%
Stck Ticker67066G104 Stock NameNVIDIA CORPORATION $ Position$25,242 % Position2.00% $ Change15.00% # Change-2.00%
Stck Ticker912008109 Stock NameUS FOODS HLDG CORP $ Position$17,215 % Position2.00% $ Change-37.00% # Change-44.00%
Stck Ticker92826C839 Stock NameVISA INC $ Position$23,299 % Position2.00% $ Change-38.00% # Change-45.00%
Stck Ticker97650W108 Stock NameWINTRUST FINL CORP $ Position$16,602 % Position2.00% $ Change-34.00% # Change-45.00%
Stck TickerG8267P108 Stock NameSMURFIT WESTROCK PLC $ Position$21,959 % Position2.00% $ Change # Change
Stck Ticker907818108 Stock NameUNION PAC CORP $ Position$19,394 % Position2.00% $ Change-12.00% # Change-22.00%