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CRD 163622
LONDON
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| APEX FINANCIAL SERVICES (TRUST COMPANY) LIMITED | Trustee | F | yes | 08/2019 | Jun 26, 2020 | Jul 11, 2023 |
| BAKER, ANDREW, ALEXANDER ROSS | Member | A | yes | 06/2020 | May 26, 2022 | Jul 11, 2023 |
| CHIANG, JOHN, JENYUE | Member | B | yes | 04/2013 | Mar 13, 2014 | Jul 11, 2023 |
| Dick, Andrew, Charles | Member | A | yes | 06/2020 | May 26, 2022 | Jul 11, 2023 |
| GARCIA-WOODS, JULIAN, PATRICK | Member | B | yes | 03/2009 | Mar 13, 2014 | Jul 11, 2023 |
| Markham, Jack, Gareth | Member | A | yes | 06/2020 | May 26, 2022 | Jul 11, 2023 |
| OCEANWOOD CAPITAL SERVICES LIMITED | CORPORATE MEMBER | B | yes | 05/2006 | Mar 13, 2014 | Jul 11, 2023 |
| Skinner, Tara, Antoinette | Member | A | yes | 07/2021 | May 26, 2022 | Jul 11, 2023 |
| SPITERI, SARAH | CHIEF COMPLIANCE OFFICER | Na | yes | 04/2023 | Jun 23, 2023 | Jul 11, 2023 |
| Turner, Matthew, Joseph | DESIGNATED MEMBER | B | yes | 05/2020 | Oct 25, 2017 | Jul 11, 2023 |
| VAAMONDE JUANATEY, DAVID | Member | A | yes | 01/2019 | Feb 15, 2019 | Jul 11, 2023 |
| LOBELIA PENSION PLAN | DISCRETIONARY TRUST | E | no | 03/2006 | Jun 28, 2019 | Jul 11, 2023 |
| OCEANWOOD HOLDINGS LIMITED | HOLDING COMPANY | E | no | 01/2008 | Mar 13, 2014 | Jul 11, 2023 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| OCEANWOOD CAPITAL ADVISERS LIMITED | n/a | n/a | n/a | N | yes | n/a |
| OCEANWOOD GENERAL PARTNER LTD | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2023 | Jun 23, 2023 | $800M | $800M | 13 | 8 | 0 | 5 | $690M |
| 2022 | May 26, 2022 | $771M | $771M | 17 | 10 | 0 | 5 | $712M |
| 2021 | Jun 29, 2021 | $1.1B | $1.1B | 13 | 7 | 0 | 6 | $1.4B |
| 2020 | Jun 26, 2020 | $1.6B | $1.6B | 11 | 7 | 0 | 6 | $1.7B |
| 2019 | Jun 28, 2019 | $2.6B | $2.6B | 16 | 11 | 0 | n/a | n/a |
| 2018 | Jun 29, 2018 | $3.9B | $3.9B | 16 | 10 | 0 | 6 | $4.8B |
| 2017 | Jun 28, 2017 | $3.2B | $3.2B | 18 | 12 | n/a | 2 | $3.2B |
| 2016 | Jun 28, 2016 | $3.2B | $3.2B | 20 | 11 | n/a | 2 | $3.2B |
| 2015 | Jun 29, 2015 | $2.5B | $2.5B | 20 | 11 | n/a | 1 | $2.5B |
| 2014 | Aug 5, 2014 | $1.6B | $1.6B | 15 | 9 | n/a | 1 | $1.3B |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2023 | $800M | $771M | 3.7% | $1.6B | -20.2% | 13 | 17 | 0 | 0 |