|
⚲
|
| Evelyn Partners Asset Management Limited
✚
|
|
|---|---|
| CRD # | 160376 |
| SEC # | 801-73364 |
| CIK # | |
| AUM | $1.1 BB (2024-03-28) |
| Employees | 1,103 (14% Investors, 0% Brokers) |
| Phone | 00442071314000 |
| Address | 45 Gresham Street London, United Kingdom |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | Evelyn Partners Global IDF GP Limited | 2012-02-13 | 105.7 | |
| Other | Ingenious Global Growth Fund | 2012-02-13 | 54.9 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 468 | 0.4 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 7 | 0.6 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 11 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 486 | 1.1 |
| By Discretionary | ||
| Discretionary | 478 | 1.1 |
| Non-Discretionary | 8 | 0.0 |
| Total | 486 | 1.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 1.0 | |
| Total | 486 | 1.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Alphastar Capital Management LLC
✚
|
NC | 1.1 |
|
Sargent Investment Group LLC
✚
|
MD | 1.1 |
|
Rossmore Private Capital LLC
✚
|
CT | 1.1 |
|
Kavar Capital Partners Group LLC
✚
|
KS | 1.1 |
|
True Link Financial Advisors LLC
✚
|
CA | 1.1 |
|
Stephens Group Asset Management LLC
✚
|
AR | 1.1 |
|
Capital Planning Advisors LLC
✚
|
CA | 1.1 |
|
Beirne Wealth Consulting Services LLC
✚
|
CT | 1.1 |
|
SBK Financial Inc
✚
|
VA | 1.1 |
|
Burton Enright Welch
✚
|
CA | 1.1 |