Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM
Total Accounts
10Y AUM Change
Private Funds
Private funds reported by Stenham Asset Management Limited
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees
Clients per Employee
10Y Employee Change
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.
Ownership
Reported direct and indirect ownership ranges
Each range applies to a separate reported relationship and should not be added together.
Reported ownership ranges
Highlighted bands show the percentage range reported in Form ADV.
0%25%50%75%100%
STENHAM ASSET MANAGEMENT HOLDINGS LIMITEDDirect owner · Schedule AInterest in STENHAM ASSET MANAGEMENT LIMITED
75%+
RUSSEL ANDREW PETER MICHELDirect owner · Schedule AInterest in STENHAM ASSET MANAGEMENT LIMITED
< 5%
GIULIO BATTAGLIADirect owner · Schedule AInterest in STENHAM ASSET MANAGEMENT LIMITED
< 5%
SIMON CHARLES BOURGEDirect owner · Schedule AInterest in STENHAM ASSET MANAGEMENT LIMITED
< 5%
TIMOTHY KENNETH BECKDirect owner · Schedule AInterest in STENHAM ASSET MANAGEMENT LIMITED
< 5%
EMPTY JAZ TRUSTIndirect owner · Schedule BInterest in SAM GLOBAL LIMITED
75%+
BELLERIVE CAPITAL 57 LIMITEDIndirect owner · Schedule BInterest in MUSGRAVE CAPITAL LIMITED
75%+
BELLERIVE CAPITAL LIMITEDIndirect owner · Schedule BInterest in BELLERIVE CAPITAL 57 LIMITED
75%+
BELLERIVE FINANCE HOLDINGS LIMITEDIndirect owner · Schedule BInterest in BELLERIVE CAPITAL LIMITED
75%+
BELLERIVE GROUP HOLDINGS LIMITEDIndirect owner · Schedule BInterest in BELLERIVE FINANCE HOLDINGS LIMITED
75%+
SAM GLOBAL LIMITEDIndirect owner · Schedule BInterest in STENHAM ASSET MANAGEMENT HOLDINGS LIMITED
50% to < 75%
BOOMERANG HOLDINGS LIMITEDIndirect owner · Schedule BInterest in STENHAM ASSET MANAGEMENT HOLDINGS LIMITED
50% to < 75%
MUSGRAVE CAPITAL LIMITEDIndirect owner · Schedule BInterest in BOOMERANG HOLDINGS LIMITED
25% to < 50%
U5 INVESTMENT TRUSTIndirect owner · Schedule BInterest in BELLERIVE GROUP HOLDINGS LIMITED
25% to < 50%
MERRICK ZANE WOLMANIndirect owner · Schedule BInterest in BELLERIVE GROUP HOLDINGS LIMITED
25% to < 50%
Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Stenham Asset Management Limited.
Reported ownership and control details
Form ADV · Filing date 2026-06-30 · Schedules A and B
| # | Owner / person & role | Interest in entity | Reported interest | Control person | Title / status acquired | Source |
|---|---|---|---|---|---|---|
| 1 | STENHAM ASSET MANAGEMENT HOLDINGS LIMITEDSHAREHOLDERForeign entity | STENHAM ASSET MANAGEMENT LIMITED | 75% or moreCode E | Yes | SHAREHOLDER04/2008 | Schedule APDF page 32 |
| 2 | RUSSEL ANDREW PETER MICHELMEMBER OF INVESTMENT COMMITTEEIndividual | STENHAM ASSET MANAGEMENT LIMITED | Less than 5%Code NA | Yes | MEMBER OF INVESTMENT COMMITTEE06/1997 | Schedule APDF page 32 |
| 3 | KEVIN ERIC ARENSONGROUP CEOIndividual | STENHAM ASSET MANAGEMENT LIMITED | Less than 5%Code NA | Yes | GROUP CEO06/1997 | Schedule APDF page 32 |
| 4 | GIULIO BATTAGLIAMEMBER OF INVESTMENT COMMITTEEIndividual | STENHAM ASSET MANAGEMENT LIMITED | Less than 5%Code NA | Yes | MEMBER OF INVESTMENT COMMITTEE11/2016 | Schedule APDF page 32 |
| 5 | RAVIT ESTER SHALOM TOLEDANOCHIEF LEGAL OFFICERIndividual | STENHAM ASSET MANAGEMENT LIMITED | Less than 5%Code NA | No | CHIEF LEGAL OFFICER02/2007 | Schedule APDF page 32 |
| 6 | SIMON CHARLES BOURGEMEMBER OF INVESTMENT COMMITTEEIndividual | STENHAM ASSET MANAGEMENT LIMITED | Less than 5%Code NA | No | MEMBER OF INVESTMENT COMMITTEE12/2010 | Schedule APDF page 32 |
| 7 | TIMOTHY KENNETH BECKMEMBER OF INVESTMENT ADVISORY COMMITTEE, STENHAM ADVISORS PLCIndividual | STENHAM ASSET MANAGEMENT LIMITED | Less than 5%Code NA | No | MEMBER OF INVESTMENT ADVISORY COMMITTEE, STENHAM ADVISORS PLC02/2021 | Schedule APDF page 32 |
| 8 | RISHI RASHMI PATELHEAD OF OPERATIONAL RISK, STENHAM ADVISORS PLCIndividual | STENHAM ASSET MANAGEMENT LIMITED | Less than 5%Code NA | No | HEAD OF OPERATIONAL RISK, STENHAM ADVISORS PLC06/2020 | Schedule APDF page 32 |
| 9 | TRACY ANNE BISSONCHIEF COMPLIANCE OFFICERIndividual | STENHAM ASSET MANAGEMENT LIMITED | Less than 5%Code NA | No | CHIEF COMPLIANCE OFFICER02/2022 | Schedule APDF page 32 |
| 10 | STEPHAN DAVID PRICECHIEF OPERATIONS OFFICER, STENHAM ADVISORS PLCIndividual | STENHAM ASSET MANAGEMENT LIMITED | Less than 5%Code NA | Yes | CHIEF OPERATIONS OFFICER, STENHAM ADVISORS PLC01/2025 | Schedule APDF page 32 |
| 11 | AKSHAY KRISHNANGROUP CHIEF INVESTMENT OFFICERIndividual | STENHAM ASSET MANAGEMENT LIMITED | Less than 5%Code NA | Yes | GROUP CHIEF INVESTMENT OFFICER04/2026 | Schedule APDF page 32 |
| 12 | SAM GLOBAL LIMITEDSHAREHOLDERForeign entity | STENHAM ASSET MANAGEMENT HOLDINGS LIMITED | 50% to less than 75%Code D | Yes | SHAREHOLDER06/2020 | Schedule BPDF page 33 |
| 13 | BOOMERANG HOLDINGS LIMITEDSHAREHOLDERForeign entity | STENHAM ASSET MANAGEMENT HOLDINGS LIMITED | 50% to less than 75%Code D | Yes | SHAREHOLDER05/2021 | Schedule BPDF page 33 |
| 14 | EMPTY JAZ TRUSTSHAREHOLDERForeign entity | SAM GLOBAL LIMITED | 75% or moreCode E | Yes | SHAREHOLDER10/2019 | Schedule BPDF page 33 |
| 15 | EARL FIDUCIARY AG AS TRUSTEES OF EMPTY JAZ TRUSTTRUSTEEForeign entity | EMPTY JAZ TRUST | Percentage not specifiedCode F | Yes | TRUSTEE10/2019 | Schedule BPDF page 33 |
| 16 | MUSGRAVE CAPITAL LIMITEDSHAREHOLDERForeign entity | BOOMERANG HOLDINGS LIMITED | 25% to less than 50%Code C | Yes | SHAREHOLDER08/2020 | Schedule BPDF page 33 |
| 17 | BELLERIVE CAPITAL 57 LIMITEDSHAREHOLDERForeign entity | MUSGRAVE CAPITAL LIMITED | 75% or moreCode E | Yes | SHAREHOLDER06/2020 | Schedule BPDF page 33 |
| 18 | BELLERIVE CAPITAL LIMITEDSHAREHOLDERForeign entity | BELLERIVE CAPITAL 57 LIMITED | 75% or moreCode E | Yes | SHAREHOLDER05/2020 | Schedule BPDF page 33 |
| 19 | BELLERIVE FINANCE HOLDINGS LIMITEDSHAREHOLDERForeign entity | BELLERIVE CAPITAL LIMITED | 75% or moreCode E | Yes | SHAREHOLDER04/2014 | Schedule BPDF page 33 |
| 20 | BELLERIVE GROUP HOLDINGS LIMITEDSHAREHOLDERForeign entity | BELLERIVE FINANCE HOLDINGS LIMITED | 75% or moreCode E | Yes | SHAREHOLDER07/2011 | Schedule BPDF page 33 |
| 21 | U5 INVESTMENT TRUSTSHAREHOLDERForeign entity | BELLERIVE GROUP HOLDINGS LIMITED | 25% to less than 50%Code C | Yes | SHAREHOLDER04/2014 | Schedule BPDF page 33 |
| 22 | EARL FIDUCIARY AG AS TRUSTEES OF U5 INVESTMENT TRUSTTRUSTEEForeign entity | U5 INVESTMENT TRUST | Percentage not specifiedCode F | Yes | TRUSTEE04/2014 | Schedule BPDF page 33 |
| 23 | MERRICK ZANE WOLMANSHAREHOLDERIndividual | BELLERIVE GROUP HOLDINGS LIMITED | 25% to less than 50%Code C | Yes | SHAREHOLDER02/2022 | Schedule BPDF page 33 |
Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.
Compliance & Disclosures
Filing dated 6/30/2026 9:32:43 AM
Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.
RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No
In the past ten years, have you or any advisory affiliate:
- A1Been convicted of or pleaded guilty or no contest to a felony?No
- A2Been charged with a felony?No
BMisdemeanors2 No
In the past ten years, have you or any advisory affiliate:
- B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
- B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No
Has the SEC or CFTC ever:
- C1Found you or an advisory affiliate made a false statement or omission?No
- C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
- C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
- C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No
Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:
- D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
- D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
- D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
- D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No
Has a self-regulatory organization or commodities exchange ever:
- E1Found you or an advisory affiliate made a false statement or omission?No
- E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
- E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
- FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
- GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No
(1) Court actions
Has a domestic or foreign court:
- H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
- H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
- H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No
(2) Pending civil proceedings
- H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No
* 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.