American Expats In Europe Ltd.
- Regulatory AUM
- $2.6M
- Discretionary
- $0
- Clients
- 19
- Avg AUM / client
- $138K
- Accounts
- 19
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 19 | $2.6M | 100.0% |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Cave, Jeremy, Charles | Chief Operating Officer And Chief Compliance Officer | Jan 2022 (5y) | 50% – 75% | |
| Gibney, Frank, Mc Dara | Managing Director | Jan 2022 (5y) | 50% – 75% |
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) | 05/27/2026 | 903 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
- • Other fees
- • DISCRETIONARY MANAGEMENT SERVICE VIA MORNINGSTAR
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- RBC $2.6M (100% of AUM) May 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: May 27, 2026.
View current Form ADV (SEC/IAPD) ↗