| Total AUM | $210.93B |
| Discretionary | $210.93B100% of AUM |
| Client Accounts | 6 |
| Avg Account Size | $35.16B |
| Employees | 23 |
| Peak AUM | $210.93BMar 2026 |
Total AUM
$210.9B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $210.9B | +31.5% | — | — | — |
| Discretionary AUM | $210.9B | +31.5% | — | — | — |
| Total Accounts | 6 | +50.0% | — | — | — |
| Avg Account Size | $35.2B | 12.3% | — | — | — |
| Employees | 23 | +43.8% | +56.9% | — | — |
| AUM / Employee | $9.2B | 8.5% | — | — | — |
Client AUM Segments | |||||
| Fund / Pooled AUM | $210.9B | +31.5% | — | — | — |
Client Count Segments | |||||
| Pooled / Fund | 6 | +50.0% | — | — | — |
| Total AUM | $210.93B |
| Discretionary | $210.93B |
| Employees | 23 |
| Client Accounts | 6 |
Address
47 ESPLANADE
ST HELIER JE1 0BD
Jersey
Phone
44-20-4570-2067
Filing History
5 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$210.9B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody