Vergent Asset Management Llp
- Regulatory AUM
- $1.2B
- Discretionary
- $1.2B
- Clients
- 2
- Avg AUM / client
- $623M
- Accounts
- 6
- Employees
- 10
AUM over time
Annual snapshots from Form ADV filings · as of Jun 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 2 | $55.6M | 4.46% |
| Other investment advisers | Fewer than 5 clients | $752M | 60.4% |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 clients | $438M | 35.1% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $47.4M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Vergent Mena Opportunities Fund Ltd. | Hedge Fund | Cayman Islands | $45.0M | 1 |
| Vergent Emerging Opportunities Fund Ltd. | Hedge Fund | Cayman Islands | $2.4M | 2 |
People (9)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bechara, Nemer | Compliance Officer & Managing Partner | Sep 2017 (9y) | 10% – 25% | |
| Walsh, Michael, John | Management Committee Member | Sep 2017 (9y) | Less than 5% | |
| Al Nassir, Ali | Portfolio Manager, Managing Partner | Jan 2018 (9y) | 25% – 50% | |
| Stoddart, John, Warren | Management Committee Member | Jan 2018 (9y) | Less than 5% | |
| Hasenauer, Eric, Roman | Sn. Vice President, Co Head | Jul 2018 (8y) | Less than 5% | |
| Marzec, Timothy, Michael | Vice President | Jul 2018 (8y) | Less than 5% | |
| Reynolds, Stephen, Edward | Vice President | Jul 2018 (8y) | Less than 5% | |
| Simonette, Gary, J | Vice President | Jul 2018 (8y) | Less than 5% | |
| Ricketts, John, Wyatt | Sn. Vice President, Co Head | Mar 2022 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Connor, Clark & Lunn Uk Ltd. | Partner | Sep 2017 | A | 50% – 75% |
| Connor, Clark & Lunn Uk Holdings Ltd. | Shareholder | Jan 2014 | B | ≈ 37.5% – 75% via Connor, Clark & Lunn Uk Ltd. |
| Connor, Clark & Lunn Financial Group Lp | Shareholder | Jan 2014 | B | ≈ 28.13% – 75% via Connor, Clark & Lunn Uk Holdings Ltd. |
| Connor, Clark & Lunn Financial Group Investment Partnership | Partner | Jan 2015 | B | ≈ 21.09% – 75% via Connor, Clark & Lunn Financial Group Lp |
| Connor, Clark & Lunn Financial Group Ltd. | Partner | Jan 2015 | B | ≈ 15.82% – 75% via Connor, Clark & Lunn Financial Group Investment Partnership |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Connor, Clark & Lunn Uk Holdings Ltd.: 75% – 100% of Connor, Clark & Lunn Uk Ltd. × 50% – 75% direct ≈ 37.5% – 75% of the firm
- Connor, Clark & Lunn Financial Group Lp: 75% – 100% of Connor, Clark & Lunn Uk Holdings Ltd. × 75% – 100% of Connor, Clark & Lunn Uk Ltd. × 50% – 75% direct ≈ 28.13% – 75% of the firm
- Connor, Clark & Lunn Financial Group Investment Partnership: 75% – 100% of Connor, Clark & Lunn Financial Group Lp × 75% – 100% of Connor, Clark & Lunn Uk Holdings Ltd. × 75% – 100% of Connor, Clark & Lunn Uk Ltd. × 50% – 75% direct ≈ 21.09% – 75% of the firm
- Connor, Clark & Lunn Financial Group Ltd.: 75% – 100% of Connor, Clark & Lunn Financial Group Investment Partnership × 75% – 100% of Connor, Clark & Lunn Financial Group Lp × 75% – 100% of Connor, Clark & Lunn Uk Holdings Ltd. × 75% – 100% of Connor, Clark & Lunn Uk Ltd. × 50% – 75% direct ≈ 15.82% – 75% 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 (2, $47.4M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Vergent Mena Opportunities Fund Ltd. | Hedge Fund | $45.0M | $1.0M | 1 |
| Vergent Emerging Opportunities Fund Ltd. | Hedge Fund | $2.4M | $1.0M | 2 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/26/2026 | 1.79 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
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Hsbc Saudi Arabia $464M (37% of AUM) Jun 2026
- Citibank $438M (35% of AUM) Jun 2026
- Riyadh Capital $220M (18% of AUM) Jun 2026
- RBC $68.5M (30% of AUM) Mar 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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 26, 2026.
View current Form ADV (SEC/IAPD) ↗