Evelyn Partners Asset Management Limited
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 160376
· SEC file 801-73364
· London
· usa.evelyn.com
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ADV data as of Apr 01, 2026
- Regulatory AUM
- $1.1B
- Discretionary
- $1.1B
- Clients
- 466
- Avg AUM / client
- $2.3M
- Accounts
- 466
- Employees
- 126
AUM over time
$1.1B
$2.7B
Dec 2011
Dec 2025
Annual snapshots from Form ADV filings · as of Apr 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 291 | $118M | 11.1% |
| High net worth individuals | 169 | $576M | 54.3% |
| Pooled investment vehicles (non-investment companies) | 1 | $249M | 23.5% |
| Corporations and other businesses | 5 | $116M | 11.0% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $106M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Evelyn Partners Global Idf Gp Limited | Other Private Fund | Bermuda | $106M | 2 |
People (14)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Baddeley, Andrew, Martin | Director, Chief Financial Officer | Sep 2018 (8y) | Less than 5% | |
| Deming, Peter, Hepburn | Non Executive Director | Sep 2020 (6y) | Less than 5% | |
| Jones, Keith | Independent Non Executive Director | Sep 2020 (6y) | Less than 5% | |
| Muelder, Philip, Sebastian | Non Executive Director | Sep 2020 (6y) | Less than 5% | |
| Pell, Christopher, Jon | Non Executive Director | Sep 2020 (6y) | Less than 5% | |
| Stent, Carla, Rosaline | Independent Non Executive Director | Sep 2020 (6y) | Less than 5% | |
| Cobb, David, Martin | Non Executive Director | Jun 2021 (5y) | Less than 5% | |
| Grigg, Christopher, Montague | Non Executive Chairman | Feb 2022 (5y) | Less than 5% | |
| Prakash, Mayank | Chief Operations Officer | Mar 2022 (4y) | Less than 5% | |
| Davies, Charlotte | Group General Counsel | Sep 2022 (4y) | Less than 5% | |
| Wiklund, Kjersti | Independent Non Executive Director | Sep 2022 (4y) | Less than 5% | |
| Geddes, Paul, Robert | Director, Chief Executive Officer | Oct 2023 (3y) | Less than 5% | |
| Savjani, Bindesh | Chief Risk Officer & Group Head Of Compliance Designate | Nov 2023 (3y) | Less than 5% | |
| Boyle, Sally, Ann | Independent Non Executive Director | Mar 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Evelyn Partners Group Limited | Shareholder | Oct 2022 | A | 75% or more |
| Violin Debtco Guernsey Limited | Shareholder | Aug 2020 | B | ≈ 56.25% – 100% via Evelyn Partners Group Limited |
| Violin Equityco Guernsey Limited | Shareholder | Aug 2020 | B | ≈ 42.19% – 100% via Violin Debtco Guernsey Limited |
| Violin Topco Guernsey Limited | Shareholder | Aug 2020 | B | ≈ 31.64% – 100% via Violin Equityco Guernsey Limited |
| Symmetry Topco Guernsey Limited | Shareholder | Aug 2020 | B | ≈ 23.73% – 100% via Violin Topco Guernsey Limited |
| Symmetry Joint Venture L.P. | Shareholder | Aug 2020 | B | ≈ 17.8% – 100% via Symmetry Topco Guernsey Limited |
| Platinum L.P. Guernsey Limited | Shareholder | Aug 2020 | B | ≈ 8.9% – 75% via Symmetry Joint Venture L.P. |
| Whitman Limited Partner L.P. | Shareholder | Sep 2020 | B | ≈ 4.45% – 50% via Symmetry Joint Venture L.P. |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Violin Debtco Guernsey Limited: 75% – 100% of Evelyn Partners Group Limited × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Violin Equityco Guernsey Limited: 75% – 100% of Violin Debtco Guernsey Limited × 75% – 100% of Evelyn Partners Group Limited × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Violin Topco Guernsey Limited: 75% – 100% of Violin Equityco Guernsey Limited × 75% – 100% of Violin Debtco Guernsey Limited × 75% – 100% of Evelyn Partners Group Limited × 75% – 100% direct ≈ 31.64% – 100% of the firm
- Symmetry Topco Guernsey Limited: 75% – 100% of Violin Topco Guernsey Limited × 75% – 100% of Violin Equityco Guernsey Limited × 75% – 100% of Violin Debtco Guernsey Limited × 75% – 100% of Evelyn Partners Group Limited × 75% – 100% direct ≈ 23.73% – 100% of the firm
- Symmetry Joint Venture L.P.: 75% – 100% of Symmetry Topco Guernsey Limited × 75% – 100% of Violin Topco Guernsey Limited × 75% – 100% of Violin Equityco Guernsey Limited × 75% – 100% of Violin Debtco Guernsey Limited × 75% – 100% of Evelyn Partners Group Limited × 75% – 100% direct ≈ 17.8% – 100% of the firm
- Platinum L.P. Guernsey Limited: 50% – 75% of Symmetry Joint Venture L.P. × 75% – 100% of Symmetry Topco Guernsey Limited × 75% – 100% of Violin Topco Guernsey Limited × 75% – 100% of Violin Equityco Guernsey Limited × 75% – 100% of Violin Debtco Guernsey Limited × 75% – 100% of Evelyn Partners Group Limited × 75% – 100% direct ≈ 8.9% – 75% of the firm
- Whitman Limited Partner L.P.: 25% – 50% of Symmetry Joint Venture L.P. × 75% – 100% of Symmetry Topco Guernsey Limited × 75% – 100% of Violin Topco Guernsey Limited × 75% – 100% of Violin Equityco Guernsey Limited × 75% – 100% of Violin Debtco Guernsey Limited × 75% – 100% of Evelyn Partners Group Limited × 75% – 100% direct ≈ 4.45% – 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.
Private funds (1, $106M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Evelyn Partners Global Idf Gp Limited | Other Private Fund | $106M | $100K | 2 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/01/2026 | 1.82 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
Custody
Reported custodians
- Pershing $718M (68% of AUM) Apr 2026
- Northern Trust $249M (24% of AUM) Apr 2026
- Charles Schwab & Co. $84.6M (8% of AUM) Apr 2026
- Inspira Financial $5.4M (1% of AUM) Apr 2026
- Huntington National Bank $2.2M (0% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 01, 2026.
View current Form ADV (SEC/IAPD) ↗