Pemberton Capital Advisors Llp
- Regulatory AUM
- $25.1B
- Discretionary
- $890M
- Clients
- 83
- Avg AUM / client
- $302M
- Accounts
- 83
- Employees
- 146
AUM over time
Annual snapshots from Form ADV filings · as of Mar 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 83 | $25.1B | 100.0% |
Private funds (6)
Reported in Form ADV Section 7.B.(1), filing of Dec 2024 · $605M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Pemberton Strategic Credit Fund Delaware I Lp feeder | Other Private Fund | Delaware | $319M | 9 |
| Pemberton Evergreen Alternative Credit Fund Lp | Other Private Fund | Delaware | $111M | 0 |
| Pemberton Debt Fund Delaware Ii Lp feeder | Other Private Fund | Delaware | $86.8M | 1 |
| Pemberton Debt Fund Delaware I L.P feeder | Other Private Fund | Delaware | $41.5M | 3 |
| Pemberton Strategic Credit Fund Cayman I Lp feeder | Other Private Fund | Cayman Islands | $35.7M | 6 |
| Pemberton Nav Financing Core Usd Feeder Scsp feeder | Other Private Fund | Luxembourg | $11.4M | 1 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Equity League Pension Trust Fund Board Of Trustees Of The Equity League Pension Trust Fund | 2024 |
People (13)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Drake Brockman, Symon, Roderick | Shareholder | Nov 2010 (16y) | 25% – 50% | |
| Jones, Keith | Officer | Oct 2013 (13y) | Less than 5% | |
| Duetoft, Thomas, Stefan | Partner | Sep 2014 (12y) | Less than 5% | |
| Gulliver, Ben, Warren | Partner | Sep 2016 (10y) | Less than 5% | |
| Gates, Nicole, Jayne | Partner | Oct 2016 (10y) | Less than 5% | |
| Challis, Robin, Edward | Partner | Dec 2016 (10y) | Less than 5% | |
| Capp, Eric, Matthew | Partner | May 2017 (9y) | Less than 5% | |
| Josserand, Antoine, Oliver | Partner | Jul 2018 (8y) | Less than 5% | |
| Aldrich, Paul, Nmn | Partner | Jun 2020 (6y) | Less than 5% | |
| Guenther, Carsten, Nmn | Partner | Jun 2020 (6y) | Less than 5% | |
| Doyle, Thomas, Anthony | Partner | Jan 2022 (5y) | Less than 5% | |
| Hickey, Mark, Jonathan | Partner, Coo | Aug 2023 (3y) | Less than 5% | |
| Best, Philip, William | Chief Compliance Officer | Sep 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Legal & General Capital Investments Ltd | Shareholder | Aug 2014 | A | 25% – 50% |
| Pemberton Asset Management Services Uk Limited | Shareholder | Jan 2012 | A | 5% – 10% |
| Pemberton Asset Management Holdings Limited | Shareholder | Nov 2010 | B | ≈ 3.75% – 10% via Pemberton Asset Management Services Uk Limited |
| Legal & General Group Plc | Shareholder | Feb 2015 | B | ≈ 18.75% – 50% via Legal & General Capital Investments Ltd |
| Legal & General Capital Investments Ltd | Shareholder | Feb 2015 | B | ≈ 0.94% – 5% via Pemberton Asset Management Holdings Limited |
| Intertrust Trustee 2 (Jersey) Limited | Trustee | Feb 2015 | B | GP / trustee / elected manager of Pemberton Trust (indirect) |
| Pemberton Trust | Shareholder | Feb 2015 | B | GP / trustee / elected manager of Pemberton Asset Management Holdings Limited (indirect) |
Undisclosed: 0% – 45% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Pemberton Asset Management Holdings Limited: 75% – 100% of Pemberton Asset Management Services Uk Limited × 5% – 10% direct ≈ 3.75% – 10% of the firm
- Legal & General Group Plc: 75% – 100% of Legal & General Capital Investments Ltd × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Legal & General Capital Investments Ltd: 25% – 50% of Pemberton Asset Management Holdings Limited × 75% – 100% of Pemberton Asset Management Services Uk Limited × 5% – 10% direct ≈ 0.94% – 5% 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 (6, $605M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Pemberton Strategic Credit Fund Delaware I Lp | Other Private Fund | $319M | $11.3M | 9 |
| Pemberton Evergreen Alternative Credit Fund Lp | Other Private Fund | $111M | $10.0M | 0 |
| Pemberton Debt Fund Delaware Ii Lp | Other Private Fund | $86.8M | $10.0M | 1 |
| Pemberton Debt Fund Delaware I L.P | Other Private Fund | $41.5M | $5.0M | 3 |
| Pemberton Strategic Credit Fund Cayman I Lp | Other Private Fund | $35.7M | $10.0M | 6 |
| Pemberton Nav Financing Core Usd Feeder Scsp | Other Private Fund | $11.4M | $10.0M | 1 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Equity League Pension Trust Fund | Board Of Trustees Of The Equity League Pension Trust Fund | 22,180 | $2.4B | 06/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 2.89 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
- • Other fees
- • FEE BASED UPON EXPENSES AND COMMITMENTS
Services
- • Portfolio management for pooled investment vehicles
- • Other services
Custody
Firm reports having 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: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗