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Building 2AUBREY CAPITAL MANAGEMENT

Map pinEDINBURGH, MID LOTHIAN
Phone+44 131 226 2083
NotebookSEC #801-108789
Total AUM
$1.2B
Employees
26
Clients
208

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10 COATES CRESCENT
EDINBURGH, MID LOTHIAN
EH3 7AL
United Kingdom
Operating Hours
8:30 AM TO 5:30 PM
Monday - Friday
Phone
+44 131 226 2083
Other Offices
2

ReceiptFinancials

Total AUM
$1.2B
Accounts
208
Discretionary
$1.2B
Accounts
208
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
193
AUM
$225.4M
Pooled Vehicle Clients
8
AUM
$649.3M
Pension/Profit Sharing Plan Clients
7
AUM
$277.3M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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