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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

FIL INVESTMENT ADVISORS (UK) LTD.

CRD 110970

TADWORTH, SURREY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:61a5b0fb-afdb-c76e-af81-4199617f49c5

Data as of Jul 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 18
Dated events: 10
On other graphs: 0
Observed: Apr 26, 2012 to Jul 1, 2026
34 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $3.5BItem 5.F on the latest filing (2026-07-01); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $3.5B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 8
Advisory employees: 8
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 12
SEC number: 801-23620
CRD: 110970
Filings on the tape: 34
First filed: Apr 26, 2012
Latest filed: Jul 1, 2026
Organised: Corporation

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ABBONIZIO, MARIA, ISABELLA	Director	Na	yes	12/2019	Sep 28, 2020	Oct 16, 2024
BOSCHER, ROMAIN	Director	Na	yes	01/2022	Mar 31, 2022	Oct 16, 2024
Brodie-Machura, Niamh, Maria	Director	Na	yes	07/2024	Sep 26, 2024	Oct 16, 2024
FIL FINANCIAL SERVICES HOLDINGS LIMITED	Shareholder	E	yes	12/2022	Mar 29, 2024	Oct 16, 2024
FIL HOLDINGS (UK) LIMITED	Shareholder	E	yes	01/2009	Mar 31, 2023	Oct 16, 2024
FIL LIMITED	Shareholder	E	yes	11/1998	Apr 26, 2012	Oct 16, 2024
HARLEY, EDWARD	CHIEF COMPLIANCE OFFICER	Na	yes	06/2017	Sep 28, 2018	Oct 16, 2024
KELLY, VICTORIA, JEANE	Director	Na	yes	12/2019	Sep 28, 2020	Oct 16, 2024
PANDANUS ASSOCIATES, INC.	GENERAL PARTNER	F	yes	09/1990	Apr 26, 2012	Oct 16, 2024
PANDANUS PARTNERS, L.P.	SHAREHOLDER (CLASS B COMMON STOCK)	C	yes	09/1990	Apr 26, 2012	Oct 16, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
FIL INVESTMENT ADVISORS	n/a	Asset manager	$8.6B	N	yes	n/a
FIL INVESTMENTS (JAPAN) LIMITED	n/a	No RAUM reported	$0	N	yes	n/a
FIDELITY GESTION	n/a	n/a	n/a	N	yes	n/a
FIDELITY INVESTMENTS CANADA ULC	n/a	n/a	n/a	N	no	n/a
FIL (LUXEMBOURG) S.A	n/a	n/a	n/a	N	yes	n/a
FIL ASSET MANAGEMENT (KOREA) LIMITED	n/a	n/a	n/a	N	yes	n/a
FIL FUND MANAGEMENT LIMITED	n/a	n/a	n/a	N	yes	n/a
FIL INVESTMENT MANAGEMENT (AUSTRALIA) LIMITED	n/a	n/a	n/a	N	yes	n/a
FIL INVESTMENT MANAGEMENT (HONG KONG) LIMITED	n/a	n/a	n/a	N	yes	n/a
FIL INVESTMENT MANAGEMENT (SINGAPORE) LIMITED	n/a	n/a	n/a	N	yes	n/a
FIL INVESTMENT SERVICES (UK) LIMITED	n/a	n/a	n/a	N	yes	n/a
FIL INVESTMENTS INTERNATIONAL	n/a	n/a	n/a	N	yes	n/a
FIL LIMITED	n/a	n/a	n/a	Y	no	n/a
FIL PENSIONS MANAGEMENT	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
London	n/a	United Kingdom	250	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 14 of 15

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$3.5B	$3.5B	8	8	1	n/a	n/a
2024	Mar 31, 2025	$7.3B	$7.3B	14	10	1	n/a	n/a
2023	Mar 29, 2024	$7.3B	$7.3B	13	9	1	n/a	n/a
2022	Mar 31, 2023	$5.7B	$5.7B	17	12	1	n/a	n/a
2021	Mar 31, 2022	$7.9B	$7.9B	11	5	1	n/a	n/a
2020	Mar 31, 2021	$7.0B	$7.0B	11	9	1	n/a	n/a
2019	Sep 29, 2019	$5.7B	$5.7B	18	9	2	n/a	n/a
2018	Sep 28, 2018	$5.6B	$5.6B	22	11	2	n/a	n/a
2017	Sep 28, 2017	$5.8B	$5.8B	23	12	n/a	n/a	n/a
2016	Sep 30, 2016	$4.8B	$4.8B	15	6	n/a	n/a	n/a
2015	Sep 30, 2015	$6.1B	$6.1B	21	9	n/a	n/a	n/a
2014	Sep 29, 2014	$6.7B	$6.7B	21	9	n/a	n/a	n/a
2013	Sep 26, 2013	$6.5B	$6.5B	11	7	n/a	n/a	n/a
2012	Sep 26, 2012	$5.8B	$5.8B	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$3.5B	$7.3B	-51.4%	$5.7B	-14.6%	8	14	1	1

Relationships

Affiliated with (8)

→ FIL INVESTMENTS (JAPAN) LIMITEDRegistered adviserother investment adviser, common control
factForm ADV
→ FIL INVESTMENT ADVISORSRegistered adviserother investment adviser, common control
factForm ADV
← IMPRESA MANAGEMENT LLCRegistered adviserother investment adviser
factForm ADV
← FIL INVESTMENTS (JAPAN) LIMITEDRegistered adviserother investment adviser, common control
factForm ADV
← FIL INVESTMENT ADVISORSRegistered adviserother investment adviser, common control
factForm ADV
← FIDELITY INVESTMENTS MONEY MANAGEMENT, INC.Registered adviserother investment adviser
factForm ADV
← FMR CO., INC.Registered adviserother investment adviser
factForm ADV
← FIDELITY SELECTCO, LLCRegistered adviserother investment adviser
factForm ADV

Controls (9)

← ABBONIZIO, MARIA, ISABELLAOwnerDIRECTOR, ownership code NA, individual
Sep 28, 2020 to Oct 16, 2024factForm ADV
← KELLY, VICTORIA, JEANEOwnerDIRECTOR, ownership code NA, individual
Sep 28, 2020 to Oct 16, 2024factForm ADV
← HARLEY, EDWARDOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Sep 28, 2018 to Oct 16, 2024factForm ADV
← Brodie-Machura, Niamh, MariaOwnerDIRECTOR, ownership code NA, individual
Sep 26, 2024 to Oct 16, 2024factForm ADV
← BOSCHER, ROMAINOwnerDIRECTOR, ownership code NA, individual
Mar 31, 2022 to Oct 16, 2024factForm ADV
← FIL FINANCIAL SERVICES HOLDINGS LIMITEDOwnerSHAREHOLDER, ownership code E, foreign entity
Mar 29, 2024 to Oct 16, 2024factForm ADV
← FIL HOLDINGS (UK) LIMITEDOwnerSHAREHOLDER, ownership code E, foreign entity
Mar 31, 2023 to Oct 16, 2024factForm ADV
← PANDANUS ASSOCIATES, INC.OwnerGENERAL PARTNER, ownership code F, domestic entity
Apr 26, 2012 to Oct 16, 2024factForm ADV
← PANDANUS PARTNERS, L.P.OwnerSHAREHOLDER (CLASS B COMMON STOCK), ownership code C, domestic entity
Apr 26, 2012 to Oct 16, 2024factForm ADV

Dated events

Occurred
Mar 31, 2026
Regulatory AUM changed
Fil Investment Advisors (Uk) Ltd. reported RAUM $3.5B, down 51% from $7.3B (2025-09-24 to 2026-03-31)
Form ADVobserved 5 days ago
$-3.7B
Occurred
Oct 16, 2024
Control person left
Peter John Russell (Director) no longer on Schedule A of Fil Investment Advisors (Uk) Ltd. (listed 2024-09-26, absent 2024-10-16)
Form ADVobserved 5 days ago
Occurred
Sep 26, 2024
Control person left
Andrew Mccaffery (Director) no longer on Schedule A of Fil Investment Advisors (Uk) Ltd. (listed 2024-03-29, absent 2024-09-26)
Form ADVobserved 5 days ago
Occurred
Sep 26, 2024
Control person left
Malcolm Palmer (Director) no longer on Schedule A of Fil Investment Advisors (Uk) Ltd. (listed 2024-03-29, absent 2024-09-26)
Form ADVobserved 5 days ago
Occurred
Sep 26, 2024
Control person joined
Maria Niamh Brodie-Machura (Director) appeared on Schedule A of Fil Investment Advisors (Uk) Ltd.
Form ADVobserved 5 days ago
Occurred
Sep 26, 2024
Control person joined
Peter John Russell (Director) appeared on Schedule A of Fil Investment Advisors (Uk) Ltd.
Form ADVobserved 5 days ago
Occurred
Mar 29, 2024
Regulatory AUM changed
Fil Investment Advisors (Uk) Ltd. reported RAUM $7.3B, up 29% from $5.7B (2023-11-14 to 2024-03-29)
Form ADVobserved 5 days ago
$1.7B
Occurred
Mar 31, 2023
Regulatory AUM changed
Fil Investment Advisors (Uk) Ltd. reported RAUM $5.7B, down 28% from $7.9B (2022-10-03 to 2023-03-31)
Form ADVobserved 5 days ago
$-2.2B
Occurred
Mar 31, 2022
Control person joined
Romain Boscher (Director) appeared on Schedule A of Fil Investment Advisors (Uk) Ltd.
Form ADVobserved 5 days ago
Occurred
Mar 31, 2022
Control person left
Michael Joseph Dominic Rossi (Director) no longer on Schedule A of Fil Investment Advisors (Uk) Ltd. (listed 2022-01-20, absent 2022-03-31)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:61a5b0fb-afdb-c76e-af81-4199617f49c5
First observed: Apr 26, 2012
Last observed: Jul 1, 2026 2 months 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.

FIL INVESTMENT ADVISORS (UK) LTD.

CRD 110970

TADWORTH, SURREY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:61a5b0fb-afdb-c76e-af81-4199617f49c5

Data as of Jul 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:57 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ABBONIZIO, MARIA, ISABELLA

Director

yes

12/2019

Sep 28, 2020

Oct 16, 2024

BOSCHER, ROMAIN

Director

yes

01/2022

Mar 31, 2022

Oct 16, 2024

Brodie-Machura, Niamh, Maria

Director

yes

07/2024

Sep 26, 2024

Oct 16, 2024

FIL FINANCIAL SERVICES HOLDINGS LIMITED

Shareholder

yes

12/2022

Mar 29, 2024

Oct 16, 2024

FIL HOLDINGS (UK) LIMITED

Shareholder

yes

01/2009

Mar 31, 2023

Oct 16, 2024

FIL LIMITED

Shareholder

yes

11/1998

Apr 26, 2012

Oct 16, 2024

HARLEY, EDWARD

CHIEF COMPLIANCE OFFICER

yes

06/2017

Sep 28, 2018

Oct 16, 2024

KELLY, VICTORIA, JEANE

Director

yes

12/2019

Sep 28, 2020

Oct 16, 2024

PANDANUS ASSOCIATES, INC.

GENERAL PARTNER

yes

09/1990

Apr 26, 2012

Oct 16, 2024

PANDANUS PARTNERS, L.P.

SHAREHOLDER (CLASS B COMMON STOCK)

yes

09/1990

Apr 26, 2012

Oct 16, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

FIL INVESTMENT ADVISORS

n/a

Asset manager

$8.6B

yes

n/a

FIL INVESTMENTS (JAPAN) LIMITED

n/a

No RAUM reported

yes

n/a

FIDELITY GESTION

n/a

yes

n/a

FIDELITY INVESTMENTS CANADA ULC

n/a

FIL (LUXEMBOURG) S.A

n/a

yes

n/a

FIL ASSET MANAGEMENT (KOREA) LIMITED

n/a

yes

n/a

FIL FUND MANAGEMENT LIMITED

n/a

yes

n/a

FIL INVESTMENT MANAGEMENT (AUSTRALIA) LIMITED

n/a

yes

n/a

FIL INVESTMENT MANAGEMENT (HONG KONG) LIMITED

n/a

yes

n/a

FIL INVESTMENT MANAGEMENT (SINGAPORE) LIMITED

n/a

yes

n/a

FIL INVESTMENT SERVICES (UK) LIMITED

n/a

yes

n/a

FIL INVESTMENTS INTERNATIONAL

n/a

yes

n/a

FIL LIMITED

n/a

FIL PENSIONS MANAGEMENT

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

London

n/a

United Kingdom

250

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$3.5B

n/a

2024

Mar 31, 2025

$7.3B

n/a

2023

Mar 29, 2024

$7.3B

n/a

2022

Mar 31, 2023

$5.7B

n/a

2021

Mar 31, 2022

$7.9B

n/a

2020

Mar 31, 2021

$7.0B

n/a

2019

Sep 29, 2019

$5.7B

n/a

2018

Sep 28, 2018

$5.6B

n/a

2017

Sep 28, 2017

$5.8B

n/a

2016

Sep 30, 2016

$4.8B

n/a

2015

Sep 30, 2015

$6.1B

n/a

2014

Sep 29, 2014

$6.7B

n/a

2013

Sep 26, 2013

$6.5B

n/a

2012

Sep 26, 2012

$5.8B

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

$3.5B

$7.3B

-51.4%

$5.7B

-14.6%