| As of Date | 06/29/2026 |
| Registration | SEC, Approved, 09/21/2016 |
| ADV Location | LONDON, United Kingdom |
| Contact Info | +44 xxxxxxx |
| Websites |
| AUM* | 2,401,901,363 27% |
| of that, discretionary | 2,401,901,363 27% |
| Number of Employees | 20 -29% |
| of those in investment advisory functions | 9 -25% |
| Private Fund GAV* | 0 |
| Avg Account Size | 200,158,447 27% |
| % High Net Worth | 10.00% 100% |
| SMA’s | Yes |
| Private Funds | 0 |
- High net worth individuals
- Pooled investment vehicles
- Charitable organizations
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers
- A percentage of assets under your management
- Performance-based fees