Fil Investment Advisors (Uk) Ltd.
- Regulatory AUM
- $3.5B
- Discretionary
- $3.5B
- Clients
- 7
- Avg AUM / client
- $507M
- Accounts
- 12
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 5 | $2.2B | 61.7% |
| Other investment advisers | 2 | $1.4B | 38.3% |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Harley, Edward | Chief Compliance Officer | Jun 2017 (9y) | Less than 5% | |
| Abbonizio, Maria, Isabella | Director | Dec 2019 (7y) | Less than 5% | |
| Kelly, Victoria, Jeane | Director | Dec 2019 (7y) | Less than 5% | |
| Boscher, Romain | Director | Jan 2022 (5y) | Less than 5% | |
| Brodie Machura, Niamh, Maria | Director | Jul 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Fil Holdings (Uk) Limited | Shareholder | Jan 2009 | A | 75% or more |
| Fil Limited | Shareholder | Nov 1998 | B | ≈ 42.19% – 100% via Fil Financial Services Holdings Limited |
| Fil Financial Services Holdings Limited | Shareholder | Dec 2022 | B | ≈ 56.25% – 100% via Fil Holdings (Uk) Limited |
| Pandanus Partners, L.P. | Shareholder (Class B Common Stock) | Sep 1990 | B | ≈ 10.55% – 50% via Fil Limited |
| Pandanus Associates, Inc. | General Partner | Sep 1990 | B | GP / trustee / elected manager of Pandanus Partners, L.P. (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Fil Limited: 75% – 100% of Fil Financial Services Holdings Limited × 75% – 100% of Fil Holdings (Uk) Limited × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Fil Financial Services Holdings Limited: 75% – 100% of Fil Holdings (Uk) Limited × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Pandanus Partners, L.P.: 25% – 50% of Fil Limited × 75% – 100% of Fil Financial Services Holdings Limited × 75% – 100% of Fil Holdings (Uk) Limited × 75% – 100% direct ≈ 10.55% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/01/2026 | 1.56 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Other fees
- • % OF FEE REC'D BY ADVISOR RETAINING REGISTRANT
Services
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 01, 2026.
View current Form ADV (SEC/IAPD) ↗