| Total AUM | $6.70B |
| Discretionary | $6.70B100% of AUM |
| Client Accounts | 18 |
| Avg Account Size | $372.0M |
| Employees | 14 |
| Peak AUM | $6.70BMar 2026 |
| AUM CAGR | +54.0% /yrover 7 yrs · 15 filings |
Total AUM
$6.7B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $6.7B | +72.5% | +86.7% | +62.8% | |
| Discretionary AUM | |||||
| Total AUM | $6.70B |
| Discretionary | $6.70B |
| Employees | 14 |
| Client Accounts | 18 |
Address
16 KINNERTON PLACE SOUTH
LONDON SW1X 8EH
United Kingdom
Phone
+ 44 207 152 6061
Filing History
15 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$6.7B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| $6.7B |
| +72.5% |
| +86.7% |
| +62.8% |
| Total Accounts | 18 | +12.5% | +14.5% | +35.1% |
| Avg Account Size | $372M | +53.3% | +63.1% | +20.5% |
| Employees | 14 | 0.0% | +11.9% | +14.9% |
| AUM / Employee | $478M | +72.5% | +66.9% | +41.8% |
Client AUM Segments | |||||
| Institutional AUM | $1.9B | +70.4% | +104.2% | +99.6% | |
| Fund / Pooled AUM | $4.8B | +73.3% | +81.1% | +55.5% | |
Client Count Segments | |||||
| Institutional | 11 | 0.0% | +11.2% | +29.7% | |
| Pooled / Fund | 7 | +40.0% | +20.5% | +28.5% | |