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EVELYN PARTNERS ASSET MANAGEMENT LIMITED

dba EVELYN PARTNERS ASSET MANAGEMENT LIMITED · CRD 160376 · Registered Investment Adviser

Manages private funds

EVELYN PARTNERS ASSET MANAGEMENT LIMITED is a Registered Investment Adviser. The firm reports $1,059,392,636 in regulatory assets under management across 466 accounts, and manages 1 private fund(s). It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$1,059,392,636
Non-discretionary$0
Total RAUM$1,059,392,636
Accounts466

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 160376. adviserinfo.sec.gov/firm/summary/160376.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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