EVELYN PARTNERS ASSET MANAGEMENT LIMITED

other names
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Adviser Profile
As of Date 03/28/2025
Adviser Type - Large advisory firm
- Outside the United States
Number of Employees 89 -90.89%
of those in investment advisory functions 29 -77.34%
Registration SEC, Approved, 03/29/2012
AUM* 1,213,158,729 14.81%
of that, discretionary 1,208,382,837 14.65%
Private Fund GAV* 102,917,787 -2.66%
Avg Account Size 2,648,818 -2.23%
% High Net Worth 29.98% 100.00%
SMA’s Yes
Private Funds 1
Contact Info 004 xxxxxxx
Websites

Client Types

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

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$102,917,787

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Brochure Summary