Aubrey Capital Management
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
FINTRXOverview
Aubrey Capital Management is a corporation registered with the SEC in 2017 that advises both high-net-worth individuals/families and institutional clients. The firm charges asset-based fees and can earn performance fees. Its advisory work spans separately managed accounts, pooled investment vehicles and portfolio management for businesses or institutions. Aubrey reports being an active ESG investor. Ownership is listed as a mix of foreign entity and individual. The firm has affiliations beyond advisory work: it identifies roles tied to broker-dealer activity, other investment adviser relationships, and sponsor/GP or managing-member responsibilities for pooled vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities92%
- Sovereign Bonds3%
- Private Funds3%
- Cash & Cash Equivalents2%
Owners & executives
2 of 2
Andrew Ward
Chief Executive OfficerCRD 7067056
Iain Hay
COO & CCOCRD 7518327
Contacts
3 of 3
Andrew Dalrymple
Director and Investment ManagerCRD 6726423
John Martyrossian
Sales ManagerCRD 8109457
John Martyrossian
DirectorCRD 5070382
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2Active vs passive
$1.4M in ETFs
100%
$1.4M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| COLUMBIA INDIA CONSUMER ETF (INCO) | Passive | India Equity | $932K | 16,955 | 65.92% |
Location
Edinburgh Mid Lothian, null
Location
Edinburgh Mid Lothian, null
Headquartered in Edinburgh Mid Lothian, null.
- Address
- 10 Coates Cres
- Office locations
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