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Building 2PRINCIPAL ORIGIN

Map pinLONDON
Phone+44 207100225
NotebookSEC #801-67539
Total AUM
$4.6B
Employees
12
Clients
15

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE WOOD STREET
LONDON
EC2V 7JV
United Kingdom
Operating Hours
8:00 - 18:00
Monday - Friday
Phone
+44 207100225

ReceiptFinancials

Total AUM
$4.6B
Accounts
15
Discretionary
$4.6B
Accounts
15
Non-Discretionary
$0
Accounts
0

ContactClients

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Investment Company Clients
3
AUM
$3.3B
Pension/Profit Sharing Plan Clients
12
AUM
$1.3B

Briefcase businessServices

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

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 56 business affiliates.
Claimed Affiliates
Reported as an affiliate by 10 other businesses.

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