| Total AUM | $7.43B |
| Discretionary | $7.43B100% of AUM |
| Client Accounts | 11 |
| Avg Account Size | $675.5M |
| Employees | 12 |
| Peak AUM | $8.31BOct 2025 |
| AUM CAGR | +6.0% /yrover 20 yrs · 36 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $7.4B | +14.0% | +26.0% | +14.2% | |
| Discretionary AUM | |||||
| Total AUM | $7.43B |
| Discretionary | $7.43B |
| Employees | 12 |
| Client Accounts | 11 |
Address
43 ST. JAMES'S PLACE
LONDON SW1A 1NS
United Kingdom
Phone
011-44-20-7499-9980
Filing History
36 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$7.4B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
Total AUM
$7.4B
| $7.4B |
| +14.0% |
| +26.0% |
| +14.2% |
| Total Accounts | 11 | +10.0% | +6.9% | 0.0% |
| Avg Account Size | $676M | +3.7% | +17.9% | +14.2% |
| Employees | 12 | 0.0% | +2.9% | +1.7% |
| AUM / Employee | $619M | +14.0% | +22.4% | +12.3% |
Client AUM Segments | |||||
| Institutional AUM | $3.2B | +17.4% | +22.8% | +14.7% | |
| Fund / Pooled AUM | $4.3B | +11.6% | +28.6% | +15.7% | |
Client Count Segments | |||||
| Institutional | 3 | 0.0% | 15.7% | 5.4% | |
| Pooled / Fund | 8 | 0.0% | +10.1% | +5.7% | |