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SEC-registered adviser

H•••• C•••••• M•••••••••

Asset manager (funds and pooled vehicles)London, CRD 338598SEC 801-134516websiteIAPD
Legal name H•••• C•••••• M••••••••• L••••••
Latest filing May 8, 2026
First filing on the tape Jan 6, 2026 · 3 filings
SEC status approved since Jan 9, 2026
RAUM
$1.0M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
4
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
3 filings and snapshots on the tape
RAUM$1.0M as of May 8, 2026
Jan 6, 2026$0 then
HNW client RAUM$0 as of May 8, 2026
Jan 6, 2026$0 then
State-registered IARs (5.B.3)0 as of May 8, 2026
Jan 6, 20260 then
Employees (5.A)4 as of May 8, 2026
Jan 6, 20264 then
Private funds: no history
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of May 8, 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
$1.0MderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%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
unknownderivedbetween 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 investment companiesreportedItem 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
  • has discretionary authority over which securities are bought or sold (8.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Investment companies$1.0M100%
Individual clients
0reported
HNW clients
0reported
Pension plan clients
0reported
Charitable clients
0reported
Accounts
1reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUMreported
Class basis
private_client_share=0.0 fund_share=1.0 institutional_share=0.0 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
      • A••• J•••• A••••••••• · Chief Business Officercontrol
        since 09/2025 · owns less than 5%
      • F•••• J•••••••• P••• · Head Of Research And Engagementcontrol
        since 09/2025 · owns 5% to 10%
      • S•••• J••••• R•••••• · Chief Compliance Officer, Chief Operating Officercontrol
        since 09/2025 · owns 5% to 10%
      • V••••••• P•••••• W••••• · Chief Executive Officercontrol
        since 09/2025 · owns 5% to 10%
      Entity owners
      • S••••• E••••••••• I••• · Owner
        direct · owns 25% to 50%
      • W•••••••• G••••• E••••••••• · Owner
        direct · owns 25% to 50%
      • 0•••••• B• L•• · Owner
        direct · owns 10% to 25%
      • S•••••• C•••••• L•• · Owner
        direct · owns 5% to 10%
      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
      • Accounts · 0 to 1
        Mar 13, 2026 to May 8, 2026
      • Discretionary RAUM · $0 to $1.0M
        Mar 13, 2026 to May 8, 2026
      • RAUM · $0 to $1.0M
        Mar 13, 2026 to May 8, 2026
      • HQ city · SEVENOAKS, KENT to LONDON
        Jan 6, 2026 to Mar 13, 2026
      Signals
      No event on the tape.
      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
      Website
      h••••.capitalreportedpublic record, Form ADV, May 8, 2026
      Principal office phone
      44-7717-878-098reportedpublic record, Form ADV, May 8, 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