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Adviser Profile

As of Date 05/13/2024
Adviser Type - Large advisory firm
- Outside the United States
Number of Employees 25 13.64%
of those in investment advisory functions 18 20.00%
Registration SEC, Approved, 07/27/2017
AUM* 2,328,940,154 26.18%
of that, discretionary 2,328,940,154 26.18%
Private Fund GAV* 2,419,950,532
Avg Account Size 582,235,039 -36.91%
SMA’s Yes
Private Funds 3 2
Contact Info +44 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Pension and profit sharing plans

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

Discretionary
Non-discretionary
2B 2B 1B 1B 791M 527M 264M
2017 2018 2019 2020 2021 2022

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count3 GAV$2,419,950,532

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Brochure Summary