Aubrey Capital Management

RIASEC RegisteredEst. 2017

Total AUM

$1.2B

Discretionary

$1.2B

100% of AUM

Avg account

$5.5M

Accounts

208

Employees

Advisory reps

Firm details

Headquarters: Edinburgh Mid Lothian,
CRD number: 285802
Registered since: January 3, 2017
Website: www.aubreycm.co.uk
Custodians: STATE STREET BANK AND TRUST COMPANY, PERSHING SECURITIES
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles56.36%
Pension & Profit Sharing Plans24.07%
HNWI19.56%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Aubrey Capital Management is a corporate investment adviser that registered with the SEC in 2017. The firm serves a mix of individual and family clients along with institutional and business accounts, providing discretionary portfolio management for individuals, pooled vehicles, and institutions. Ownership is listed as a combination of a foreign entity and an individual. Fee arrangements include standard percentage-of-AUM billing and arrangements that incorporate performance-based fees. The firm reports an active ESG investing posture. Its regulatory and business activities extend beyond advisory-only functions: filings identify affiliations with broker-dealer activity, other registered advisers, and roles as sponsor/GP or managing member of pooled investment vehicles, which indicates they both allocate to outside managers and sponsor or run their own pooled strategies.