BROAD REACH INVESTMENT MANAGEMENT LLP
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $2.56B |
| Discretionary | $2.56B100% of AUM |
| Client Accounts | 7 |
| Avg Account Size | $365.8M |
| Employees | 29 |
| Peak AUM | $2.96BJun 2025 |
| AUM CAGR | +13.4% /yrover 10 yrs · 17 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $2.6B | 13.5% | +31.4% | +35.5% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $2.56B |
| Discretionary | $2.56B |
| Employees | 29 |
| Client Accounts | 7 |
Contact & Location
Address
20 AIR STREET
LONDON W1B 5AN
United Kingdom
Phone
+44 20 7531 2460
Filing History
17 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Institutional)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$2.6B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pooled Vehicles
Other
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Investment AdviserLaw Firm