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| Happy Holidays!! thanks for using AUM13F!! |
| Record Currency Management Limited
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|---|---|
| CRD # | 110893 |
| SEC # | 801-46575 |
| CIK # | |
| AUM | $100.6 B (2025-06-27) |
| Employees | 86 (45% Investors, 0% Brokers) |
| Phone | 442038921300 |
| Address | 3 Sheldon Square London, United Kingdom |
| Source | [IAPD] [Website] [Twitter] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 109 | 15.3 |
| (g) Pension and profit sharing plans | 15 | 38.1 |
| (h) Charitable organizations | 7 | 7.6 |
| (i) State or municipal government entities | 12 | 38.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.4 |
| (n) Other | 0 | 0.0 |
| Total | 146 | 100.6 |
| By Discretionary | ||
| Discretionary | 146 | 100.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 146 | 100.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 82.9 | |
| United States Persons | 17.7 | |
| Total | 146 | 100.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Cambridge Investment Research Advisors Inc
✚
|
IA | 102.4 |
|
Janney Montgomery Scott LLC
✚
|
PA | 100.8 |
|
Wealth Enhancement Advisory Services LLC
✚
|
MN | 94.6 |
|
MML Investors Services LLC
✚
|
MA | 90.0 |
|
Truist Advisory Services Inc
✚
|
GA | 67.7 |
|
Fiducient Advisors LLC
✚
|
IL | 67.6 |
|
Goldman Sachs Asset Management Co Ltd
✚
|
67.6 | |
|
Rathbones Investment Management Limited
✚
|
67.0 | |
|
Invesco Asset Management Japan Limited
✚
|
61.5 | |
|
Mercer Global Advisors Inc
✚
|
CO | 60.3 |