Sephira Investment Advisors (Uk) Limited
- Regulatory AUM
- $209M
- Discretionary
- $209M
- Clients
- 2
- Avg AUM / client
- $104M
- Accounts
- 2
- Employees
- 7
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 |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 2 | $209M | 100.0% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Jun 2024 · $38.1M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Sephira Gem Long Only Ucits Fund, A Sub Fund Of Sephira Gem Ucits Icav | Hedge Fund | Ireland | $23.2M | 13 |
| Sephira Gem Absolute Return Ucits Fund, A Sub Fund Of Sephira Gem Ucits Icav | Hedge Fund | Ireland | $14.9M | 10 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mitra, Jason, Nath | Director, Chief Investment Officer | Jan 2018 (9y) | 5% – 10% | |
| Hart, Andrew, Michael | Director | Apr 2019 (7y) | Less than 5% | |
| Maskara, Amit, Ashok | Deputy Chief Investment Officer | Aug 2019 (7y) | Less than 5% | |
| Kensit, Trevor, Neil | Chief Operating Officer And Chief Compliance Officer | Dec 2019 (7y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Capitalworks Investment Partners Holdings Limited | Financial Holding Company | Jan 2018 | A | 75% or more |
| Cassia Investment Holdings Limited | Financial Holdings Company | Jan 2018 | B | ≈ 56.25% – 100% via Capitalworks Investment Partners Holdings Limited |
| The Minthe Trust | Trust | Jan 2018 | B | ≈ 42.19% – 100% via Cassia Investment Holdings Limited |
| Maitland Trustees As Trustee Of The Minthe Trust | Trustee | Jan 2018 | B | GP / trustee / elected manager of The Minthe Trust (indirect) |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Cassia Investment Holdings Limited: 75% – 100% of Capitalworks Investment Partners Holdings Limited × 75% – 100% direct ≈ 56.25% – 100% of the firm
- The Minthe Trust: 75% – 100% of Cassia Investment Holdings Limited × 75% – 100% of Capitalworks Investment Partners Holdings Limited × 75% – 100% direct ≈ 42.19% – 100% 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, $38.1M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Sephira Gem Long Only Ucits Fund, A Sub Fund Of Sephira Gem Ucits Icav | Hedge Fund | $23.2M | $100K | 13 |
| Sephira Gem Absolute Return Ucits Fund, A Sub Fund Of Sephira Gem Ucits Icav | Hedge Fund | $14.9M | $100K | 10 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/29/2026 | 1.29 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
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 29, 2026.
View current Form ADV (SEC/IAPD) ↗