Riyadh Capital
$571M reported client assets across 2 advisory firms in FY2025 annual amendments
Reported client assets over time
$201M
$571M
2020
2025
Same-firm comparison: 2 firms that reported Riyadh Capital in both FY2024 and FY2025 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. 2020, 2021 are shown but partial — only FY2020: 1 cohort firms, FY2021: 1 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Isometry Capital, Llc | $351M | $1.0B | 34.7% | 03/30/2026 |
| Vergent Asset Management Llp | $220M | $1.2B | 17.6% | 03/31/2026 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.