9AT: THE ANALYST

Adviser Profile

As of Date	07/01/2026
Registration	SEC, Approved, 06/15/2012
ADV Location	LONDON, United Kingdom
Contact Info	+44 xxxxxxx
Websites

AUM^*	0
of that, discretionary
Number of Employees	18 -14%
of those in investment advisory functions	10
Private Fund GAV^*	0
SMA’s	No
Private Funds	0

Adviser Type

- Outside the United States

Client Types

Advisory Activities

- Publication of periodicals or newsletters

Compensation Arrangments

- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Performance-based fees

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser ACCESS EQUITY MANAGEMENT LIMITED	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser PERSPECTEC INCORPORATED	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser EPICURUS FUND MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser RADIAN INVESTMENT MANAGEMENT LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser BRIDPORT INVESTMENTS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser XUEQIU HOLDINGS LIMITED	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser WEALTH SOLUTIONS USA, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser FINELY CAPITAL	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser PLANVISION, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser BULLTICK4U ADVISOR, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM142.8k	#Funds-

Brochure Summary

Overview

Analyst Alpha Generation Limited (hereinafter “The Analyst”) is an SEC-registered investment adviser with its place of business located in London, United Kingdom. The Analyst began conducting business, under the name, The Analyst Research LLP in 2014. In 2022, it changed its legal status and name to Analyst Alpha Generation Limited. Prior to this, The Analyst operated under the name of The Investment Analyst Limited, which began conducting business in 2010. Registration with the SEC does not imply a certain level of skill or training. Only Mark Hiley directly owns 25% or more of Analyst Alpha Generation Limited . However, Mark Hiley, Thomas Whyman, Neil Madden, and James Armstrong, each have voting authority. The Analyst offers the following advisory services to our clients: RESEARCH AND CONSULTING SERVICES The Analyst provides independent equity investment research and ideas to its clients via a subscription-based website, a weekly newsletter, a mobile app, by email and in-person and remote meetings. Based on proprietary research and analysis, The Analyst

provides these professional (or self- elected professional) clients with securities selections for use in their own managed portfolios or managed portfolio of their end-clients. Clients are not required to adopt our recommendations and The Analyst is not responsible for implementing any of the recommendations it so provides. Our investment recommendations are not limited to any specific product or service offered by a broker-dealer or insurance company. Our investment universe is global, across the market capitalization range, and across industries. Currently, we primarily cover European mid and large cap stocks. On occasion, an existing client may request bespoke research from The Analyst on a specific security. It is solely at The Analyst’s discretion as to whether or not to produce this research. If we choose to research the requested security, the client will directly receive the research when it is complete. After a period of time as negotiated between The Analyst and the client, the bespoke research may then be made available to the rest of our research subscribers.

THE ANALYST

THE ANALYST

ANALYST ALPHA GENERATION LIMITED

THE INVESTMENT ANALYST LIMITED

THE ANALYST RESEARCH LLP

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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THE ANALYST THE ANALYST ANALYST ALPHA GENERATION LIMITED THE INVESTMENT ANALYST LIMITED THE ANALYST RESEARCH LLP

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

THE ANALYST

THE ANALYST

ANALYST ALPHA GENERATION LIMITED

THE INVESTMENT ANALYST LIMITED

THE ANALYST RESEARCH LLP