Firm profile

HOTTINGER

LONDONCRD 316515Latest ADV March 31, 2026

Hottinger is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated March 31, 2026, reports $1.5B in regulatory assets under management, 24 employees, and 637 accounts.

Assets Under Management
$1.5B
Employees
24
Offices
--
Total Clients
234
Primary office
LONDON
4 CARLTON GARDENS, ST. JAMES'S, LONDON, United Kingdom
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOPenelope A. Lovell
CCOTimothy N. Sharp

Advisory services offered

3 types reported
Portfolio management for businesses
Portfolio management for individuals and small businesses
Publication of periodicals or newsletters

Fee models offered

1 types reported
Asset based fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentHNWI represent 47.0% of total clients.
Top client categories% of clientsClients
1
HNWI
47.0%
110
2
Individuals
31.6%
74
3
Corporations
7.3%
17
4
Irrevocable Trusts/Estates
6.0%
14
5
Pension Plans
4.7%
11

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.5Bas of March 31, 2026
Discretionary51.8%
$762M
52% of total RAUM51.8%
Non-discretionary48.2%
$710M
48% of total RAUM48.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

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

Total AUM$1.5B
Total Accounts637
10Y AUM Change+$867M (+143.4%)

Employee Growth by Quarter

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

Total Employees24
Clients per Employee10:1
10Y Employee Change+10 (+71.4%)

* 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.