Record Currency Management Limited is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated March 10, 2026, reports $100.6B in regulatory assets under management, 86 employees, 3 offices, and 146 accounts.
Top client segmentPooled Investment Vehicles represent 75.7% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
75.7%
109
2
Pension Plans
10.4%
15
3
Government
8.3%
12
4
Charitable
4.9%
7
5
Investment Cos.
0.7%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$100.6Bas of March 10, 2026
Discretionary100.0%
$100.6B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$100.6B
Total Accounts146
10Y AUM Change+$42.4B (+72.8%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees86
Clients per Employee2:1
10Y Employee Change+14 (+19.4%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.