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CRD 291699
AMERSHAM, BUCKINGHAMSHIRE
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| Denison-Smith, Simon, George | DIRECTOR, CO-CHIEF EXECUTIVE OFFICER | D | yes | 05/2010 | Dec 15, 2017 | Feb 27, 2024 |
| Haddon, Penelope | DIRECTOR, CHIEF MARKETING OFFICER | Na | yes | 02/2021 | Dec 15, 2017 | Feb 27, 2024 |
| Mills, Jonathan, George | DIRECTOR, CO-CHIEF EXECUTIVE OFFICER | D | yes | 05/2010 | Dec 15, 2017 | Feb 27, 2024 |
| Sharkey, Jonathan, George | DIRECTOR, CHIEF OPERATING OFFICER | Na | yes | 12/2017 | Dec 15, 2017 | Feb 27, 2024 |
| Hepworth, Richard, John | CHIEF COMPLIANCE OFFICER | Na | no | 05/2023 | Feb 27, 2024 | Feb 27, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Feb 26, 2026 | $5.1B | $5.1B | 14 | 6 | 0 | 1 | n/a |
| 2024 | Feb 25, 2025 | $5.0B | $5.0B | 14 | 6 | 0 | n/a | n/a |
| 2023 | Feb 27, 2024 | $4.0B | $4.0B | 14 | 6 | 0 | n/a | n/a |
| 2022 | Feb 28, 2023 | $3.0B | $3.0B | 13 | 6 | 0 | n/a | n/a |
| 2021 | Feb 24, 2022 | $2.3B | $2.3B | 11 | 6 | 0 | n/a | n/a |
| 2020 | Feb 26, 2021 | $1.4B | $1.4B | 11 | 6 | 0 | n/a | n/a |
| 2019 | Feb 13, 2020 | $877M | $877M | 10 | 5 | 0 | n/a | n/a |
| 2018 | Feb 26, 2019 | $478M | $478M | 9 | 5 | 0 | n/a | n/a |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $5.1B | $5.0B | 1.1% | $3.0B | 19.6% | 14 | 14 | 0 | 0 |