ISLANDBRIDGE CAPITAL LIMITED
Adviser information for ISLANDBRIDGE CAPITAL LIMITED last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Other (specify) |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | United Kingdom |
Employees
| Total Number of Employees | 14 |
|---|---|
| Investment Advisory/Research | 14 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 0 | $0 |
| Non-Discretionary | 23 | $943.2M |
| Total | 23 | $943.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 20 | $896.9M |
| HNW Individuals | <5 | $38.7M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $7.7M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 61 |
| No. of Financial Planning Clients | 11-25 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed feesPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-120247 |
|---|---|
| SEC ERA File Number | 801-120247 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 312174 |
| Legal Entity Identifier | 213800C39ZM79FFKLZ28 |
Principal Office
18-19 ALBEMARLE STREETLONDON, GREATER LONDON
United Kingdom
Monday - Friday, 8AM - 6PM
Tel: 44 20 3405 1040, Fax: None
Chief Compliance Officer
EMILY HICKS
18-19 ALBEMARLE STREET
LONDON
United Kingdom
Tel:
+44 203 405 1052
C*********@*************M
(Full email address available in API data)
Regulatory Contact
18-19 ALBEMARLE STREET
LONDON
United Kingdom
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| McCarthy, Joseph, Michael | Individual | – | CHIEF EXECUTIVE OFFICER AND DIRECTOR | 10/2007 | < 5% |
| Harrison, Andrew, Nigel | Individual | – | DIRECTOR | 10/2012 | < 5% |
| Couch, Gary, Patrick | Individual | – | DIRECTOR | 08/2020 | < 5% |
| ISLANDBRIDGE GROUP LIMITED (UK) | Foreign Entity | – | OWNER | 11/2017 | > 75% |
| McCarthy, Joseph, Michael | Individual | ISLANDBRIDGE GROUP LIMITED (UK) | DIRECTOR | 11/2017 | 50-75% |
| Couch, Gary, Patrick | Individual | ISLANDBRIDGE GROUP LIMITED (UK) | DIRECTOR | 02/2018 | 50-75% |
| Hicks, Emily, Louise | Individual | – | CHIEF COMPLIANCE OFFICER | 11/2023 | < 5% |