Falists
← Back to search

ISAM FUNDS (UK) LIMITED

CRD 307680 · SEC 801-122825

Advisory firmOther (specify)

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

Visit website

40 LEADENHALL STREET, LONDON, EC3A 2BJ, United Kingdom

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$2.33B

Discretionary AUM

$2.33B

Team

100 total employees; 44 advisory reps; 8 broker-dealer reps

Clients

Fees

Percentage of AUM; Performance-based fees

Org form

Other (specify)

Filing date

2025-12-09

Disciplinary history

No

Verify reputation

Falists does not score or rank advisers. Use these official sources to check BBB ratings, FINRA disclosures, and SEC registration before hiring anyone.

  • SEC IAPD

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

  • FINRA BrokerCheck

    FINRA’s BrokerCheck database — firm registration, disclosures, and regulatory actions when applicable.

  • Better Business Bureau

    Search BBB for business ratings, accreditation status, and consumer complaints in this firm’s market.

Services

Portfolio management (pooled vehicles)Portfolio management (institutions)

Client types

TypeClientsAUM
Pooled investment vehicles13$2.33B

All web addresses on file

Official SEC filing: View on IAPD