CRD: 160376
Evelyn Partners Asset Management Limited
$1.1B Total AUM
$1.1B Disc. AUM
-20.0% 3Y CAGR
126 Employees
466 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Inspira Financial Trust · LLC · Northern Trust · Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-29-2012
- Office Locations
- 1
Office Locations
45 Gresham Street London --
About Evelyn Partners Asset Management Limited
Evelyn Partners Asset Management Limited is a London-based RIA. The firm has been operating for 14 years. Managing $1.1B in total assets under management, with 34 advisory representatives. They custody assets with Charles Schwab & Company and Inspira Financial Trust. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
-- AVG AGE
$31.2M AVG AUM / ADVISOR
$2.3M AVG AUM / CLIENT
3.1 yrs AVG TENURE
126 Employees
34 Advisory Reps
0 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Matrix timber Harbor Delta matrix Value beacon
Custodian
Vector prime Optima eagle Meridian
Investment Themes
Matrix radial
Investment Vehicles
Catalyst ember
Services
Glacier insight Momentum Frontier crest Radial summit
Owner & Executives
S
Sally Ann Boyle
--
- CRD
- --
- Ownership
- Less than 5%
(949) 576-3553
prime.frontier@peakcapital.com
in linkedin.com/in/peak-north
CHARLOTTE DAVIES
Partner
- CRD
- --
- Ownership
- Less than 5%
(898) 571-1012
radial.eagle@foundationcapital.com
in linkedin.com/in/bridge-catalyst
C
Capital peak
Foundation glacier
- CRD
- #35695
- Ownership
- 18.4%
(305) 589-3861
focus.optima@horizoncapital.com
in linkedin.com/in/horizon-focus
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,059,392,636 | $2,273,375 |
| Non-Discretionary | $0 | -- |
| Total | $1,059,392,636 | $2,273,375 |
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Separately Managed Accounts
Total SMA Asset: $810,028,061
Equity - Exchange:
7.4% Private Funds:
21.5% Sovereign Bonds:
9.1% U.S. Government/Agency:
26.3% Cash:
11.1% Corporate - Investment Grade:
24.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $234,865,875 | 7.4% |
| Private Funds | $682,380,583 | 21.5% |
| Sovereign Bonds | $288,821,549 | 9.1% |
| U.S. Government/Agency | $834,726,016 | 26.3% |
| Cash | $352,298,813 | 11.1% |
| Corporate - Investment Grade | $780,770,343 | 24.6% |
| Total | $3,173,863,179 | 100.0% |