Investment adviser · CRD 160376
EVELYN PARTNERS ASSET MANAGEMENT LIMITED
Investment adviser filing (IA)
NATWEST BANK PLC (UK)
LONDON, United Kingdom · Form ADV filed Aug 3, 2026
- Regulatory AUM
- $1.06B Form ADV · Item 5.F
- Client accounts
- 466 Accounts, not individual clients
- Employees
- 126 Reported in this filing
- Advisory professionals
- 34 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 169 | $575,752,039 | 54.3% |
| Pooled investment vehicles | 1 | $249,364,575 | 23.5% |
| Individuals | 291 | $117,919,593 | 11.1% |
| Corporations & businesses | 5 | $116,356,429 | 11.0% |
Filing source
Form ADV 2123564 · Aug 3, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
2 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
EVELYN PARTNERS GLOBAL IDF GP LIMITEDOther Private Fund · Last reported Aug 3, 2026$93.6MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
DELOITTE
PCAOB 5230
THE NORTHERN TRUST COMPANY
LEI 6PTKHDJ8HDUF78PFWH30
Fund details & source
- Fund ID
- 805-4426850547
- Reported beneficial owners
- 2
- Minimum commitment
- $100K
Form ADV 2123564 · Aug 3, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
INGENIOUS GLOBAL GROWTH FUNDOther Private Fund · Last reported Jul 1, 2014$87.4MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
Fund details & source
- Fund ID
- 805-2672630077
- Reported beneficial owners
- 3
- Minimum commitment
- $1.67K
Form ADV 832546 · Jul 1, 2014 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Aug 3, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management
Compensation
Percentage of assets
Principal office
45 GRESHAM STREETLONDON, EC2V 7BG, United Kingdom
CRD 160376
Filing source
Form ADV 2123564 · Aug 3, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.