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Adviser Profile

As of Date 06/24/2024
Adviser Type - Large advisory firm
- Outside the United States
Number of Employees 6 -33.33%
of those in investment advisory functions 2 -33.33%
Registration SEC, Approved, 03/29/2021
Other registrations (1)
AUM* 1,153,624,527 -30.80%
of that, discretionary 1,153,624,527 -30.80%
Private Fund GAV* 787,809,235 -55.85%
Avg Account Size 164,803,504 -30.80%
SMA’s Yes
Private Funds 5
Contact Info +44 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Charitable organizations

Advisory Activities

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

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
3B 2B 2B 2B 1B 818M 409M
2018 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count5 GAV$787,809,235

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