Sturgeon Ventures Llp
- Regulatory AUM
- $402M
- Discretionary
- $402M
- Clients
- 43
- Avg AUM / client
- $9.4M
- Accounts
- 43
- Employees
- 12
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 20 | $328M | 81.6% |
| Other | 23 | $74.0M | 18.4% |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mackenzie, Seonaid | Partner, Designated Member | Jul 2006 (20y) | 75% or more | |
| Haggard, Andrew, David | Chief Financial Officer | Apr 2018 (8y) | Less than 5% | |
| Powell, Thomas, St George | Chief Operations Officer | Apr 2018 (8y) | Less than 5% | |
| Whitehead, Sarah, Ann | Partner, Designated Member, & Chief Legal Officer & Chief Compliance Officer | Apr 2018 (8y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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) | 06/23/2026 | 941 KB | 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
- • Hourly charges
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Other services
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: Jun 23, 2026.
View current Form ADV (SEC/IAPD) ↗