|
⚲
|
| Keyboard |
| Evelyn Partners Asset Management Limited
✚
|
|
|---|---|
| CRD # | 160376 |
| SEC # | 801-73364 |
| CIK # | 0002065207 |
| AUM | 1,059.4 M (2026-04-01) |
| Employees | 126 (27% Investors, 0% Brokers) |
| Phone | 442071314000 |
| Address | 45 Gresham Street London, United Kingdom |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0002065207 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 26.5 | ||
| Microsoft Corp | 14.9 | ||
| Alphabet Inc | 13.0 | ||
| Amazon Com Inc | 11.6 | ||
| Visa Inc | 11.0 | ||
| Apple Inc | 10.1 | ||
| Stryker Corp | 9.7 | ||
| Priceline Com Inc | 9.4 | ||
| ETFS Gold Trust | 8.1 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 8.0 | ||
| Mastercard Inc | 7.8 | ||
| Automatic Data Processing Inc | 7.4 | ||
| Waters Corp /DE/ | 7.3 | ||
| Walt Disney Co | 7.1 | ||
| CME Group Inc | 6.9 | ||
| iShares Comex Gold Trust | 6.7 | ||
| Intuit Inc | 6.6 | ||
| Autozone Inc | 6.3 | ||
| Zoetis Inc | 6.0 | ||
| RELX PLC | 5.2 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | Evelyn Partners Global IDF GP Limited | 2012-02-13 | 93.6 M | |
| Other | Ingenious Global Growth Fund | 2012-02-13 | 54.9 M |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 291 | 0.1 |
| (b) Individuals (high net worth individuals) | 169 | 0.6 |
| (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 | 1 | 0.2 |
| (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 | 5 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 466 | 1.1 |
| By Discretionary | ||
| Discretionary | 466 | 1.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 466 | 1.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 0.6 | |
| Total | 466 | 1.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002065207] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $2.3B |
| Serves | Institutional, Retail |
| LEI | 213800STIAB337CE2L24 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Uptick Partners LLC
✚
|
TX | 1,063.2 M |
|
Schnieders Capital Management LLC
✚
|
CA | 1,061.8 M |
|
McGuire Investment Group LLC
✚
|
RI | 1,061.1 M |
|
Talon LLC
✚
|
PR | 1,060.3 M |
|
Fourpath Capital Management LLC
✚
|
OK | 1,058.7 M |
|
GIA Partners LLC
✚
|
NY | 1,058.6 M |
|
Clearview Financial Partners LLC
✚
|
PA | 1,058.2 M |
|
BRIO Consultants LLC
✚
|
CA | 1,058.0 M |
|
Worthpointe LLC
✚
|
1,057.4 M | |
|
Sequent Asset Management LLC
✚
|
TX | 1,055.8 M |