| Total AUM | $204.76B |
| Discretionary | $204.76B100% of AUM |
| Client Accounts | 4 |
| Avg Account Size | $51.19B |
| Employees | 57 |
| Peak AUM | $204.76BNov 2025 |
Total AUM
$204.8B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $204.8B | +169.9% | — | — | |
| Discretionary AUM | $204.8B | +169.9% | — | — | |
| Total Accounts | 4 | 0.0% | — | — | |
| Avg Account Size | $51.2B | +169.9% | — | — | |
| Employees | 57 | +21.3% | +28.0% | — | |
| AUM / Employee | $3.6B | +122.5% | — | — | |
Client AUM Segments | |||||
| Fund / Pooled AUM | $204.8B | +169.9% | — | — | |
Client Count Segments | |||||
| Pooled / Fund | 4 | 0.0% | — | — | |
| Total AUM | $204.76B |
| Discretionary | $204.76B |
| Employees | 57 |
| Client Accounts | 4 |
Address
47 ESPLANADE
ST HELIER JE1 0BD
Jersey
Phone
44 20 4570 2067
Filing History
7 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$204.8B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody