| Total AUM | $802.6M |
| Discretionary | $802.6M100% of AUM |
| Client Accounts | 7 |
| Avg Account Size | $114.7M |
| Employees | 9 |
| Peak AUM | $802.6MMay 2026 |
| AUM CAGR | 0.0% /yrover 1 yrs · 4 filings |
Total AUM
$803M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $803M | — | — | — | — |
| Discretionary AUM | $803M | — | — | ||
| Total AUM | $802.6M |
| Discretionary | $802.6M |
| Employees | 9 |
| Client Accounts | 7 |
Address
IVYBRIDGE HOUSE
LONDON WC2N 6LE
United Kingdom
Phone
+44 203 957 7510
Filing History
4 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$803M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Custody
— |
| Total Accounts | 7 | — | — | — | — |
| Avg Account Size | $115M | — | — | — | — |
| Employees | 9 | — | — | — | — |
| AUM / Employee | $89M | — | — | — | — |
Client AUM Segments | |||||
| Institutional AUM | $68M | — | — | — | — |
| Fund / Pooled AUM | $734M | — | — | — | — |
Client Count Segments | |||||
| Pooled / Fund | 6 | — | — | — | — |