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EVELYN PARTNERS ASSET MANAGEMENT LIMITED

CRD 160376 · SEC 801-73364

Corporate platformOther (specify)

Large incorporated asset manager or corporate group — typically not a local adviser team.

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45 GRESHAM STREET, LONDON, EC2V 7BG, United Kingdom

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.06B

Discretionary AUM

$1.06B

Team

126 total employees; 34 advisory reps

Clients

11-25

Fees

Percentage of AUM

Org form

Other (specify)

Filing date

2026-04-01

Disciplinary history

No

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  • SEC IAPD →

    Investment Adviser Public Disclosure — Form ADV filings, disciplinary history, and registration details from the SEC.

  • FINRA BrokerCheck →

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Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)

Client types

TypeClientsAUM
Individuals291$117.9M
High net worth individuals169$575.8M
Pooled investment vehicles1$249.4M
Corporations/business entities5$116.4M

All web addresses on file

Official SEC filing: View on IAPD