Data / Investment advisers / Edgbaston Investment Partners
Edgbaston Investment Partners, London, United Kingdom: $944 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Edgbaston Investment Partners is an SEC registered investment adviser with its main office in London, United Kingdom and reports $944 million in regulatory assets under management in its Form ADV filed June 29, 2026. Its clients include pooled investment vehicles and pension and profit sharing plans. It is paid through a percentage of assets under management. It advises 1 private fund.
The request: Watch Edgbaston Investment Partners (CRD number 148364): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 148364
- SEC file number
- 801-71397
- SEC status
- Approved, effective May 20, 2010
- Legal name
- Edgbaston Investment Partners LLP
- Main office
- 105 Piccadilly, London, United Kingdom W1J 7NJ
- Phone
- 011-44-207-258-3170
- Website
- edgbastonip.com
- Regulatory AUM
- $944,229,448 in the Form ADV filed June 29, 2026
- Discretionary AUM
- $944,229,448
- Accounts
- 3
- Employees
- 11, of which 4 give investment advice
- Form of organization
- Limited Liability Partnership
- Paid through
- a percentage of assets under management
- Private funds
- 1: 1 other private fund
- Gross assets of private funds
- $233,840,135
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 29, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 2 | $625.8 million |
| Pension and profit sharing plans | 1 | $318.4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| July 1, 2026 | $944.2 million | June 29, 2026 |
| December 1, 2025 | $969 million | June 27, 2025 |
Also on SpecStream
- Advisers with $500 million to $1 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers serving pension and profit sharing plans
- Advisers that manage private funds
- Edgbaston Investment Partners on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.