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| Happy Holidays!! thanks for using AUM13F!! |
| Evelyn Partners Asset Management Limited
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| CRD # | 160376 |
| SEC # | 801-73364 |
| CIK # | 0002065207 |
| AUM | $1.2 B (2025-05-06) |
| Employees | 89 (33% Investors, 0% Brokers) |
| Phone | 00442071314000 |
| Address | 45 Gresham Street London, United Kingdom |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0002065207 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 20.8 | ||
| Amazon Com Inc | 14.7 | ||
| Alphabet Inc | 14.1 | ||
| VISA Inc | 12.5 | ||
| Stryker Corp | 11.3 | ||
| Automatic Data Processing Inc | 11.3 | ||
| Intuit Inc | 10.7 | ||
| Walt Disney Co | 10.3 | ||
| Mastercard Inc | 9.2 | ||
| Autozone Inc | 8.4 | ||
| Waters Corp /DE/ | 8.2 | ||
| Adobe Systems Inc | 7.5 | ||
| Zoetis Inc | 6.3 | ||
| Paypal Holdings Inc | 6.3 | ||
| RELX PLC | 5.8 | ||
| ASML Holding NV | 5.8 | ||
| Novo Nordisk A S | 5.6 | ||
| Unilever PLC | 5.4 | ||
| Procter & Gamble Co | 3.9 | ||
| Facebook Inc | 3.1 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 3.0 | ||
| Arista Networks Inc | 2.7 | ||
| Nvidia Corp | 2.5 | ||
| Diageo PLC | 2.1 | ||
| Johnson & Johnson | 1.9 | ||
| Colgate Palmolive Co | 1.9 | ||
| Intuitive Surgical Inc | 1.7 | ||
| Priceline Com Inc | 1.7 | ||
| Kraft Foods Inc | 1.6 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Evelyn Partners Global IDF GP Limited | 2012-02-13 | 102.9 | |
| Other | Ingenious Global Growth Fund | 2012-02-13 | 54.9 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 296 | 0.1 |
| (b) Individuals (high net worth individuals) | 137 | 0.4 |
| (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 | 5 | 0.2 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.3 |
| (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 | 9 | 0.2 |
| (n) Other | 10 | 0.1 |
| Total | 458 | 1.2 |
| By Discretionary | ||
| Discretionary | 451 | 1.2 |
| Non-Discretionary | 7 | 0.0 |
| Total | 458 | 1.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.9 | |
| United States Persons | 0.3 | |
| Total | 458 | 1.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002065207] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Calton & Associates Inc
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FL | 1.2 |
|
Steigerwald Gordon & Koch Inc
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|
VA | 1.2 |
|
Intrua Financial LLC
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|
TX | 1.2 |
|
Recurrent Investment Advisors LLC
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|
TX | 1.2 |
|
Financial Symmetry Incorporated
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|
NC | 1.2 |
|
JGP Wealth Management LLC
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|
OR | 1.2 |
|
Seven Springs Wealth Group LLC
✚
|
TN | 1.2 |
|
Verity and Verity LLC
✚
|
SC | 1.2 |
|
Valley Wealth Strategies LLC
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|
CA | 1.2 |
|
SBK Financial Inc
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|
VA | 1.2 |