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SEC-registered adviser

S••••• I••••••••• L••••••

Asset manager (funds and pooled vehicles)London, CRD 327135SEC 801-128602websiteIAPD
Latest filing Feb 4, 2026
First filing on the tape Jul 20, 2023 · 5 filings
SEC status approved since Aug 18, 2023
RAUM
$1.2B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
3.3%
$40.0M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
19
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
5 filings and snapshots on the tape
RAUM$1.2B as of Feb 4, 2026
Mar 8, 2024$1.8B then
HNW client RAUM$40.0M as of Feb 4, 2026
Mar 8, 2024$30.0M then
State-registered IARs (5.B.3)0 as of Feb 4, 2026
Mar 8, 20240 then
Employees (5.A)19 as of Feb 4, 2026
Mar 8, 202422 then
Private funds: no history
RAUM -10% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Feb 4, 2026; every figure names its basis
RAUM per advisor
unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
$94.3MderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
22%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived1 offices incl. principal (1.F.5)
RAUM growth, one year
-10%derivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assetsreportedItem 5.E
Advisory activities
portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pooled investment vehicles$922M75%
  • Charitable organizations$260M21%
  • High-net-worth individuals$40.0M3.3%
  • Pension and profit-sharing plans$4.6M0.4%
  • Corporations and businesses$380,6170.0%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
13reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUMreported
Class basis
private_client_share=0.03 fund_share=0.75 institutional_share=0.22 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Every departureEvery arrival
      Private funds
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • B••••• R••••• P•••• · Chief Compliance Officercontrol
        since 11/1993 · owns 5% to 10%
      • S•••••• M•••• W•••••• · Membercontrol
        since 02/2002 · owns 75% or more of N•••••••• I••••••••• L••
      Entity owners
      • N•••••••• I••••••••• L•• · P•••••• L•••••• C••••••
        direct · owns 75% or more
      Related persons
      Schedule D 7.A
      No related person reported.
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Advisory employees · 3 to 4
        Feb 10, 2025 to Feb 4, 2026
      • Employees · 18 to 19
        Feb 10, 2025 to Feb 4, 2026
      • Discretionary RAUM · $1.4B to $1.2B
        Feb 10, 2025 to Feb 4, 2026
      • HNW RAUM · $39.0M to $40.0M
        Feb 10, 2025 to Feb 4, 2026
      • Pension RAUM · $4.1M to $4.6M
        Feb 10, 2025 to Feb 4, 2026
      • Pooled vehicle RAUM · $1.1B to $922M
        Feb 10, 2025 to Feb 4, 2026
      • RAUM · $1.4B to $1.2B
        Feb 10, 2025 to Feb 4, 2026
      • Employees · 22 to 18
        Mar 8, 2024 to Feb 10, 2025
      • Financial planning clients · unset to
        Mar 8, 2024 to Feb 10, 2025
      • HQ state · unset to
        Mar 8, 2024 to Feb 10, 2025
      • Discretionary RAUM · $1.8B to $1.4B
        Mar 8, 2024 to Feb 10, 2025
      • HNW RAUM · $30.0M to $39.0M
        Mar 8, 2024 to Feb 10, 2025
      • Pension RAUM · $4.0M to $4.1M
        Mar 8, 2024 to Feb 10, 2025
      • Pooled vehicle RAUM · $1.5B to $1.1B
        Mar 8, 2024 to Feb 10, 2025
      • RAUM · $1.8B to $1.4B
        Mar 8, 2024 to Feb 10, 2025
      • Accounts · 12 to 13
        Jul 21, 2023 to Mar 8, 2024
      • Advisory activities · 2 to 3
        Jul 21, 2023 to Mar 8, 2024
      • Discretionary RAUM · $1.8B to $1.8B
        Jul 21, 2023 to Mar 8, 2024
      • HNW RAUM · $29.9M to $30.0M
        Jul 21, 2023 to Mar 8, 2024
      • Pension RAUM · $3.8M to $4.0M
        Jul 21, 2023 to Mar 8, 2024
      • Pooled vehicle RAUM · $1.8B to $1.5B
        Jul 21, 2023 to Mar 8, 2024
      • RAUM · $1.8B to $1.8B
        Jul 21, 2023 to Mar 8, 2024
      Signals
      1 dated events
      • ••• Locked
        Jul 20, 2023 · First SEC registration · fact
      Across DFX
      shared identifiers only, never a name match
      No identifier-backed link to the venture, private equity, family office or sponsor graphs.
      How to reach
      public business contact points only, each with its source
      Firm profile
      linkedin.com/company/2270829/adminreportedpublic record, Form ADV, Feb 4, 2026
      Website
      s•••••••••.comreportedpublic record, Form ADV, Feb 4, 2026
      Principal office phone
      +44-2072209460reportedpublic record, Form ADV, Feb 4, 2026
      Provenance
      Form ADV
      SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
      Advisors
      IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
      Class
      Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
      RAUM per advisor
      n/aderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026