This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

other adviserderivedprivate_client_share=0.2 fund_share=0.56 institutional_share=0.24 related_bd=true related_bank=false bd_reps=0.0

Regulatory AUM

$1.2BItem 5.F on the latest filing (2026-08-07); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$1.2B

Private client RAUM

$225MderivedItem 5.D individuals plus high net worth individuals

Private client share

20%derivedprivate client RAUM over total RAUM

Advisors on IAPD

1

RAUM per advisor

$1.2Bderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

26

Advisory employees

9

Offices

2Schedule D 1.F, beyond the principal office

Accounts

208

High net worth clients

193

Private funds

1Schedule D 7.B(1)

SEC number

801-108789

CIK

1730754

CRD

285802

Filings on the tape

18

First filed

Dec 2, 2016

Latest filed

Aug 7, 2026

Organised

Corporation

• Occurred

  Nov 20, 2024
  Control person joined

  Lesley Inglis (Trustee) appeared on Schedule A of Aubrey Capital Management

  Form ADVobserved 4 days ago
• Occurred

  Jan 29, 2024
  Control person joined

  Leonidas Vial Echeverria (Owner) appeared on Schedule A of Aubrey Capital Management

  Form ADVobserved 4 days ago
• Occurred

  Jan 31, 2023
  Regulatory AUM changed

  Aubrey Capital Management reported RAUM $1.0B, down 37% from $1.6B (2022-03-18 to 2023-01-31)

  Form ADVobserved 4 days ago
  $-592M
• Occurred

  Jan 31, 2022
  Regulatory AUM changed

  Aubrey Capital Management reported RAUM $1.6B, up 26% from $1.3B (2021-12-20 to 2022-01-31)

  Form ADVobserved 4 days ago
  $334M
• Occurred

  Jan 27, 2021
  Regulatory AUM changed

  Aubrey Capital Management reported RAUM $1.3B, up 46% from $868.4M (2020-01-31 to 2021-01-27)

  Form ADVobserved 4 days ago
  $402M
• Occurred

  Jan 31, 2020
  Regulatory AUM changed

  Aubrey Capital Management reported RAUM $868.4M, up 25% from $692.2M (2019-01-28 to 2020-01-31)

  Form ADVobserved 4 days ago
  $176M
• Occurred

  Jan 28, 2019
  Control person left

  Michael Barry Mccorkell (Chief Compliance Officer) no longer on Schedule A of Aubrey Capital Management (listed 2018-01-31, absent 2019-01-28)

  Form ADVobserved 4 days ago
• Occurred

  Jan 28, 2019
  Control person left

  James Simon Milne (Director) no longer on Schedule A of Aubrey Capital Management (listed 2018-01-31, absent 2019-01-28)

  Form ADVobserved 4 days ago
• Occurred

  Dec 2, 2016
  First Form ADV filing

  Aubrey Capital Management filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:0b2fd4d4-ef1f-dc86-59eb-f08048935d79

First observed

Dec 2, 2016

Last observed

Aug 7, 2026 43 days ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.