Skerryvore Asset Management Ltd
- Regulatory AUM
- $1.3B
- Discretionary
- $1.3B
- Clients
- 10
- Avg AUM / client
- $130M
- Accounts
- 10
- Employees
- 17
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 2 | $168M | 13.0% |
| Pooled investment vehicles (non-investment companies) | 8 | $1.1B | 87.0% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Dec 2024 · $117M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Skerryvore Global Emerging Markets Equity Fund Lp | Other Private Fund | Delaware | $117M | 6 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Simms, Ashleigh, Lorraine | Chief Compliance Officer | Mar 2023 (3y) | Less than 5% | |
| Finegan, Glen, William | Chief Investment Officer | Aug 2024 (2y) | 25% – 50% | |
| Lumsden, Karen, Margaret | Chief Operating Officer | Aug 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Bennbridge Hold Co. Ltd | Shareholder | Nov 2016 | A | 75% or more |
| Skerryvore Am Llp | Shareholder | Aug 2024 | A | 75% or more |
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 (1, $117M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Skerryvore Global Emerging Markets Equity Fund Lp | Other Private Fund | $117M | $1.0M | 6 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/29/2026 | 1.19 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 investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Firm reports having 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: May 29, 2026.
View current Form ADV (SEC/IAPD) ↗