| As of Date | 06/26/2025 |
| Registration | SEC, Approved, 09/21/2016 |
| ADV Location | LONDON, United Kingdom |
| Contact Info | +44 xxxxxxx |
| Websites |
| AUM* | 1,885,200,654 19% |
| of that, discretionary | 1,885,200,654 19% |
| Private Fund GAV* | 0 -100% |
| Avg Account Size | 157,100,055 29% |
| SMA’s | Yes |
| Private Funds | 0 1 |
Number of Employees 19 -27%
of those in investment advisory functions 9 -25%
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Other investment advisers
- Corporations or other businesses not listed above
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers
- A percentage of assets under your management
- Performance-based fees