Evelyn Partners Asset Management Limited is an SEC registered investment adviser. Its latest Form ADV filing, dated April 1, 2026, reports $1.1B in regulatory assets under management, 126 employees, 1 office, and 466 accounts.
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 62.4% of total clients.
Top client categories% of clientsClients
1
Individuals
62.4%
291
2
HNWI
36.3%
169
3
Corporations
1.1%
5
4
Pooled Investment Vehicles
0.2%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.1Bas of April 1, 2026
Discretionary100.0%
$1.1B
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$1.1B
Total Accounts466
10Y AUM Change$-1.1B (-51.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees126
Clients per Employee4:1
10Y Employee Change+96 (+320.0%)
* 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.