| Total AUM | $58.4M |
| Discretionary | $58.4M100% of AUM |
| Client Accounts | 28 |
| Avg Account Size | $2.1M |
| Employees | 14 |
| Peak AUM | $1.20BJun 2015 |
| AUM CAGR | -18.4% /yrover 13 yrs · 16 filings |
Total AUM
$58M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $58M | 80.9% | 43.6% | 37.6% | |
| Discretionary AUM | $58M | ||||
| Total AUM | $58.4M |
| Discretionary | $58.4M |
| Employees | 14 |
| Client Accounts | 28 |
Address
6 STRATTON STREET
LONDON W1J 8LD
United Kingdom
Phone
44 207 640 3200
Filing History
16 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$58M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| 80.9% |
| 43.6% |
| 37.6% |
| Total Accounts | 28 | 75.2% | 39.4% | 27.5% |
| Avg Account Size | $2M | 23.1% | 7.1% | 13.9% |
| Employees | 14 | 0.0% | 2.2% | 1.3% |
| AUM / Employee | $4M | 80.9% | 42.4% | 36.7% |
Client AUM Segments | |||||
| Wealth AUM | $27M | 74.0% | 37.8% | 22.0% | |
| Institutional AUM | $21M | +409.1% | +14.2% | +75.2% | |
| Other AUM | $11M | — | — | — | |
Client Count Segments | |||||
| Institutional | 10 | +66.7% | 0.0% | +26.7% | |
| Individuals | 12 | 81.5% | 48.0% | 32.9% | |