Evelyn Partners Asset Management Limited

RIASEC RegisteredEst. 2012

Total AUM

$1.1B

Discretionary

$1.1B

100% of AUM

Avg account

$2.3M

Accounts

466

Employees

126

Advisory reps

Firm details

Headquarters: London,
CRD number: 160376
Registered since: March 29, 2012
Website: usa.evelyn.com
Custodians: PERSHING LLC, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, PERSHING LLC, CHARLES SCHWAB & CO., INC., SCHWAB RETIREMENT PLAN SERVICES, INSPIRA FINANCIAL, THE HUNTINGTON INVESTMENT COMPANY
Fee structure: Percentage of AUM
Client types: HNWI54.35%
Pooled Investment Vehicles23.54%
Individuals11.13%
Corporations / Businesses10.98%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Evelyn Partners Asset Management Limited is an independent registered investment adviser that has been SEC-registered since 2012. The firm serves both individual/family and institutional clients and charges fees as a percentage of assets under management. Its advisory scope includes financial planning, separately managed portfolio services for individuals and small businesses, and portfolio management for pooled investment vehicles. The firm is identified as a capital allocator and maintains industry relationships that span broker-dealers, other investment advisers, banking/thrift institutions, and roles as sponsor or managing member of pooled vehicles. The firm does not identify as an active ESG investor.