EVELYN PARTNERS ASSET MANAGEMENT LIMITED

other names
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Adviser Profile
As of Date 03/28/2024
Adviser Type - Large advisory firm
- Outside the United States
Number of Employees 1,103 12.90%
of those in investment advisory functions 154 20.31%
Registration SEC, Approved, 03/29/2012
AUM* 1,139,348,630 7.83%
of that, discretionary 1,137,766,487 7.95%
Private Fund GAV* 105,725,122
Avg Account Size 2,344,339 -13.47%
SMA’s Yes
Private Funds 1
Contact Info 004 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- Pooled investment vehicles
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

3B 2B 2B 1B 1B 746M 373M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count1 GAV$105,725,122

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Brochure Summary