Adviser Profile

As of Date 09/18/2024
Registration status Terminated
ADV Location HENLEY-ON-THAMES, United Kingdom
Contact Info +44 xxxxxxx
Websites
AUM* 51,763,707 11%
of that, discretionary 51,763,707 11%
Number of Employees 7
of those in investment advisory functions 4
Private Fund GAV* 0
Avg Account Size 51,763,707 11%
SMA’s Yes
Private Funds 0

Adviser Type

- Outside the United States

Client Types

- Pension and profit sharing plans

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

419M 359M 299M 239M 180M 120M 60M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary