EVELYN PARTNERS ASSET MANAGEMENT LIMITED
Adviser information for EVELYN PARTNERS ASSET MANAGEMENT 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 | 1103 |
|---|---|
| Investment Advisory/Research | 154 |
| 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 | 478 | $1.1B |
| Non-Discretionary | 8 | $1.6M |
| Total | 486 | $1.1B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 468 | $432.9M |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 7 | $584.6M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| 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 | 11 | $121.9M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 39 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-73364 |
|---|---|
| SEC ERA File Number | 801-73364 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 160376 |
| Legal Entity Identifier | 213800STIAB337CE2L24 |
Principal Office
45 GRESHAM STREETLONDON
United Kingdom
Monday - Friday, 08:30 - 17:30 GMT
Tel: 00442071314000, Fax: 00442071314001
Websites
Chief Compliance Officer
BINDESH SAVJANI
CHIEF RISK OFFICER & GROUP HEAD OF COMPLIANCE DESIGNATE
45 GRESHAM STREET
LONDON
United Kingdom
Tel:
00442071318901
R**************@*********M
(Full email address available in API data)
Regulatory Contact
ALISON PHILLIPS
REGULATORY MANAGER
45 GRESHAM STREET
LONDON
United Kingdom
Tel:
00442079367309
R**************@*********M
(Full email address available in API data)
Industry Affiliates
| EVELYN PARTNERS GLOBAL IDF GP LIMITED | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| EVELYN PARTNERS INVESTMENT MANAGEMENT SERVICES LIMITED | Broker-dealer, municipal securities dealer, or gov securities broker or dealerOther investment adviser, including financial planners |
| EVELYN PARTNERS LLP | Accountant or accounting firm |
| EVELYN PARTNERS SECURITIES | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| EVELYN PARTNERS GLOBAL IDF GP LIMITED | INSURANCE DEDICATED FUND (IDF) | $105.7M | $0.1M | 2 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| EVELYN PARTNERS GROUP LIMITED | Foreign Entity | – | SHAREHOLDER | 10/2022 | > 75% |
| BADDELEY, ANDREW, MARTIN | Individual | – | DIRECTOR, CHIEF FINANCIAL OFFICER | 09/2018 | < 5% |
| VIOLIN DEBTCO GUERNSEY LIMITED | Foreign Entity | EVELYN PARTNERS GROUP LIMITED | SHAREHOLDER | 08/2020 | > 75% |
| VIOLIN EQUITYCO GUERNSEY LIMITED | Foreign Entity | VIOLIN DEBTCO GUERNSEY LIMITED | SHAREHOLDER | 08/2020 | > 75% |
| VIOLIN TOPCO GUERNSEY LIMITED | Foreign Entity | VIOLIN EQUITYCO GUERNSEY LIMITED | SHAREHOLDER | 08/2020 | > 75% |
| SYMMETRY TOPCO GUERNSEY LIMITED | Foreign Entity | VIOLIN TOPCO GUERNSEY LIMITED | SHAREHOLDER | 08/2020 | > 75% |
| COBB, DAVID, MARTIN | Individual | – | NON EXECUTIVE DIRECTOR | 06/2021 | < 5% |
| DEMING, PETER, HEPBURN | Individual | – | NON EXECUTIVE DIRECTOR | 09/2020 | < 5% |
| JONES, KEITH | Individual | – | INDEPENDENT NON EXECUTIVE DIRECTOR | 09/2020 | < 5% |
| Muelder, Philip, Sebastian | Individual | – | NON EXECUTIVE DIRECTOR | 09/2020 | < 5% |
| Pell, Christopher, Jon | Individual | – | NON EXECUTIVE DIRECTOR | 09/2020 | < 5% |
| Stent, Carla, Rosaline | Individual | – | INDEPENDENT NON EXECUTIVE DIRECTOR | 09/2020 | < 5% |
| SYMMETRY JOINT VENTURE L.P. | Foreign Entity | SYMMETRY TOPCO GUERNSEY LIMITED | SHAREHOLDER | 08/2020 | > 75% |
| PLATINUM L.P. GUERNSEY LIMITED | Foreign Entity | SYMMETRY JOINT VENTURE L.P. | SHAREHOLDER | 08/2020 | 50-75% |
| WHITMAN LIMITED PARTNER L.P. | Foreign Entity | SYMMETRY JOINT VENTURE L.P. | SHAREHOLDER | 09/2020 | 25-50% |
| Grigg, Christopher, Montague | Individual | – | NON EXECUTIVE CHAIRMAN | 02/2022 | < 5% |
| Prakash, Mayank | Individual | – | CHIEF OPERATIONS OFFICER | 03/2022 | < 5% |
| Wiklund, Kjersti | Individual | – | INDEPENDENT NON EXECUTIVE DIRECTOR | 09/2022 | < 5% |
| Davies, Charlotte | Individual | – | GROUP GENERAL COUNSEL | 09/2022 | < 5% |
| Geddes, Paul, Robert | Individual | – | DIRECTOR, CHIEF EXECUTIVE OFFICER | 10/2023 | < 5% |
| SAVJANI, BINDESH | Individual | – | CHIEF RISK OFFICER & GROUP HEAD OF COMPLIANCE DESIGNATE | 11/2023 | < 5% |
| Boyle, Sally, Ann | Individual | – | INDEPENDENT NON EXECUTIVE DIRECTOR | 03/2024 | < 5% |