Firm profile

STURGEON VENTURES LLP

LONDONCRD 167026Latest ADV June 25, 2025

Sturgeon Ventures Llp is an SEC registered investment adviser organized as a limited liability partnership. Its latest Form ADV filing, dated June 25, 2025, reports $321M in regulatory assets under management, 12 employees, and 41 accounts.

Assets Under Management
$321M
Employees
12
Offices
--
Total Clients
41
Primary office
LONDON
UNIT D, HEATHMANS HOUSE, 19 HEATHMANS ROAD, LONDON, United Kingdom
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCOSarah A. Whitehead
CFOAndrew D. Haggard

Advisory services offered

5 types reported
Other advisory services
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles

Fee models offered

4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentFAMILY OFFICE represent 58.5% of total clients.
Top client categories% of clientsClients
1
FAMILY OFFICE
58.5%
24
2
Pooled Investment Vehicles
41.5%
17

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$321Mas of June 25, 2025
Discretionary100.0%
$321M
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$321M
Total Accounts41
10Y AUM Change+$93M (+40.7%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees12
Clients per Employee3:1
10Y Employee Change+3 (+33.3%)

* 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.