EDINBURGH, MID LOTHIANCRD 285802Latest ADV February 3, 2026
Aubrey Capital Management is an SEC registered investment adviser organized as a corporation with a primary office location in Edinburgh, Mid Lothian. Its latest Form ADV filing, dated February 3, 2026, reports $1.2B in regulatory assets under management, 26 employees, 2 offices, and 208 accounts.
Assets Under Management
$1.2B
Employees
26
Offices
2 offices
Total Clients
208
Primary office
EDINBURGH, MID LOTHIAN
10 COATES CRESCENT, EDINBURGH, MID LOTHIAN, United Kingdom
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 92.8% of total clients.
Top client categories% of clientsClients
1
HNWI
92.8%
193
2
Pooled Investment Vehicles
3.8%
8
3
Pension Plans
3.4%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.2Bas of February 3, 2026
Discretionary100.0%
$1.2B
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$1.2B
Total Accounts208
10Y AUM Change+$671M (+139.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees26
Clients per Employee8:1
10Y Employee Change+13 (+100.0%)
* 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.