|
⚲
|
| Record Currency Management Limited
✚
|
|
|---|---|
| CRD # | 110893 |
| SEC # | 801-46575 |
| CIK # | |
| AUM | $114.2 B (2026-06-30) |
| Employees | 87 (43% Investors, 0% Brokers) |
| Phone | 442038921300 |
| Address | 3 Sheldon Square London, United Kingdom |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 132 | 16.2 |
| (g) Pension and profit sharing plans | 16 | 42.3 |
| (h) Charitable organizations | 7 | 3.1 |
| (i) State or municipal government entities | 12 | 43.3 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 21 | 9.1 |
| (n) Other | 0 | 0.0 |
| Total | 189 | 114.2 |
| By Discretionary | ||
| Discretionary | 189 | 114.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 189 | 114.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 93.6 | |
| United States Persons | 20.6 | |
| Total | 189 | 114.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
NEPC LLC
✚
|
MA | 152.7 |
|
Cambridge Investment Research Advisors Inc
✚
|
IA | 138.7 |
|
Rathbones Investment Management Limited
✚
|
135.1 | |
|
Wealth Enhancement Advisory Services LLC
✚
|
MN | 122.2 |
|
MML Investors Services LLC
✚
|
MA | 115.6 |
|
Janney Montgomery Scott LLC
✚
|
PA | 110.1 |
|
Fiducient Advisors LLC
✚
|
IL | 97.5 |
|
Mercer Global Advisors Inc
✚
|
CO | 84.4 |
|
Truist Advisory Services Inc
✚
|
GA | 77.4 |
|
Invesco Asset Management Japan Limited
✚
|
76.1 |