| Total AUM | $5.93B |
| Discretionary | $5.93B100% of AUM |
| Client Accounts | 12 |
| Avg Account Size | $494.5M |
| Employees | 24 |
| Peak AUM | $13.13BMar 2022 |
Total AUM
$5.9B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $5.9B | 37.1% | 17.5% | 5.2% | |
| Discretionary AUM | $5.9B | ||||
| Total AUM | $5.93B |
| Discretionary | $5.93B |
| Employees | 24 |
| Client Accounts | 12 |
Address
11 CHARLES II STREET
LONDON SW1Y 4NS
United Kingdom
Phone
44 20 7907 2400
Filing History
12 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$5.9B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| 37.1% |
| 17.5% |
| 5.2% |
| Total Accounts | 12 | 36.8% | 21.7% | 10.6% |
| Avg Account Size | $495M | 0.4% | +5.3% | +6.0% |
| Employees | 24 | 11.1% | 0.0% | +2.7% |
| AUM / Employee | $247M | 29.2% | 17.5% | 7.7% |
Client AUM Segments | |||||
| Institutional AUM | $538M | 71.7% | 51.1% | 26.7% | |
| Fund / Pooled AUM | $5.4B | 20.4% | +2.1% | +2.2% | |
Client Count Segments | |||||
| Pooled / Fund | 6 | 33.3% | 5.0% | 3.0% | |