Islandbridge Capital Limited
- Regulatory AUM
- $1.6B
- Discretionary
- $503M
- Clients
- 22
- Avg AUM / client
- $73.5M
- Accounts
- 28
- Employees
- 16
AUM over time
Annual snapshots from Form ADV filings · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 22 | $1.4B | 85.9% |
| High net worth individuals | Fewer than 5 clients | $224M | 13.9% |
| Charitable organizations | Fewer than 5 clients | $3.8M | 0.23% |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mc Carthy, Joseph, Michael | Chief Executive Officer And Director | Oct 2007 (19y) | ≈ 37.5% – 75% via Islandbridge Group Limited (Uk) | |
| Harrison, Andrew, Nigel | Director | Oct 2012 (14y) | Less than 5% | |
| Couch, Gary, Patrick | Director | Feb 2018 (9y) | ≈ 37.5% – 75% via Islandbridge Group Limited (Uk) | |
| Hicks, Emily, Louise | Chief Compliance Officer | Nov 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Islandbridge Group Limited (Uk) | Owner | Nov 2017 | 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):
- Mc Carthy, Joseph, Michael: 50% – 75% of Islandbridge Group Limited (Uk) × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Couch, Gary, Patrick: 50% – 75% of Islandbridge Group Limited (Uk) × 75% – 100% direct ≈ 37.5% – 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 907 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
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Royal Bank Of Canada (Channel Islands) Limited $543M (34% of AUM) Mar 2026
- J.P. Morgan $338M (32% of AUM) Apr 2025
- Morgan Stanley $25.0M (3% of AUM) Mar 2023
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: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗