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 SEC-registered independent RIA (registered in 2012) that serves both individual/family and institutional clients. The firm operates as a capital allocator and charges clients a percentage-of-AUM fee. Its advisory work spans financial planning, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. The firm is affiliated with broker-dealer activity and acts as sponsor/GP or managing member for pooled vehicles, and it is not positioned as an active ESG investor.