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| Keyboard |
| Record Currency Management Limited
✚
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|
|---|---|
| CRD # | 110893 |
| SEC # | 801-46575 |
| CIK # | |
| AUM | 114.16 B (2026-06-30) |
| Employees | 87 (43% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 442038921300 |
| Address | 3 Sheldon Square London, United Kingdom |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 132 | 16.2 |
| (g) Pension and profit sharing plans | 16 | 42.3 |
| (h) Charitable organizations | 7 | 3.1 |
| (i) State or municipal government entities | 12 | 43.3 |
| (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 | 21 | 9.1 |
| (n) Other | 0 | 0.0 |
| Total | 189 | 114.2 |
| By Discretionary | ||
| Discretionary | 189 | 114.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 189 | 114.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 93.6 | |
| United States Persons | 20.6 | |
| Total | 189 | 114.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $34.8B |
| Serves | Institutional, Retail, Research |
| LEI | BMDZF480JZJBBPMJOE66 |
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|---|---|---|
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Rathbones Investment Management Limited
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Wealth Enhancement Advisory Services LLC
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MN | 122.19 B |
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MML Investors Services LLC
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Janney Montgomery Scott LLC
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PA | 110.11 B |
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Fiducient Advisors LLC
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IL | 97.54 B |
|
Mercer Global Advisors Inc
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|
CO | 84.40 B |
|
Truist Advisory Services Inc
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|
GA | 77.39 B |
|
Invesco Asset Management Japan Limited
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|
76.06 B |