Investment adviser · CRD 284916
MOUNT KENDAL LIMITED
Investment adviser filing (IA)
LONDON, United Kingdom · Form ADV filed Jul 26, 2022
- Regulatory AUM
- $34.4M Form ADV · Item 5.F
- Client accounts
- 2 Accounts, not individual clients
- Employees
- 42 Reported in this filing
- Advisory professionals
- 27 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 |
|---|---|---|---|
| Corporations & businesses | 2 | $34,391,934 | 100.0% |
Filing source
Form ADV 1664406 · Jul 26, 2022 · 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
0 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.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 26, 2022. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Fixed
Principal office
LANSDOWNE HOUSE, 57 BERKELEY SQUARELONDON, W1J 6ER, United Kingdom
CRD 284916
Filing source
Form ADV 1664406 · Jul 26, 2022 · 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.