| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 07/03/2024 |
| Adviser Type - Outside the United States | |
| Number of Employees | 28 21.74% |
| of those in investment advisory functions | 12 9.09% |
| Registration | SEC, Approved, 9/21/2016 |
| AUM* | 1,885,200,654 6.08% |
| of that, discretionary | 1,885,200,654 6.08% |
| Private Fund GAV* | 0 -100.00% |
| Avg Account Size | 157,100,055 14.92% |
| SMA’s | Yes |
| Private Funds | 0 1 |
| Contact Info | +44 xxxxxxx |
| Websites |
- Individuals (other than high net worth individuals)
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees