Phoenix Asset Management Partners Limited
- Regulatory AUM
- $2.4B
- Discretionary
- $2.4B
- Clients
- 8
- Avg AUM / client
- $300M
- Accounts
- 12
- Employees
- 20
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | Fewer than 5 clients | $2.7M | 0.11% |
| Pooled investment vehicles (non-investment companies) | 8 | $2.4B | 99.5% |
| Charitable organizations | Fewer than 5 clients | $8.8M | 0.37% |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Channon, Gary, Andrew Scott | Shareholder/Director/Chief Investment Officer | Feb 1998 (29y) | ≈ 37.5% – 75% via Channon Holdings Limited | |
| Maby, Charlotte, Clare | Shareholder/Director/Finance Director | Sep 2004 (22y) | Less than 5% | |
| Tatters, Steven, David | Shareholder/Director/Chief Operations Officer | Sep 2004 (22y) | Less than 5% | |
| Channon, Sedef | Director/Owner | Mar 2013 (13y) | ≈ 18.75% – 50% via Channon Holdings Limited | |
| Gerrie, Andrew, Martin | Non Executive Director | Sep 2020 (6y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Channon Holdings Limited | Owner | Mar 2013 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Channon, Gary, Andrew Scott: 50% – 75% of Channon Holdings Limited × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Channon, Sedef: 25% – 50% of Channon Holdings Limited × 75% – 100% direct ≈ 18.75% – 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) | 06/29/2026 | 917 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
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- State Street $669M (40% of AUM) Jun 2021
- Northern Trust $7.1M (0% of AUM) Jun 2026
- J.P. Morgan $4.3M (0% of AUM) Jun 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: Jun 29, 2026.
View current Form ADV (SEC/IAPD) ↗