Data / Investment advisers / Fil Investment Advisors
Fil Investment Advisors, Pembroke, Bermuda: $8.6 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Fil Investment Advisors is an SEC registered investment adviser with its main office in Pembroke, Bermuda and reports $8.6 billion in regulatory assets under management in its Form ADV filed March 31, 2026. Its clients include investment companies and other investment advisers. It is paid through a percentage of assets under management and other fees.
The request: Watch Fil Investment Advisors (CRD number 111103): 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
- 111103
- SEC file number
- 801-21347
- SEC status
- Approved, effective September 4, 1984
- Main office
- Pembroke Hall 42 Crow Lane, Pembroke, Bermuda HM19
- Phone
- (441) 295-0665
- Regulatory AUM
- $8,645,901,772 in the Form ADV filed March 31, 2026
- Discretionary AUM
- $8,645,901,772
- Accounts
- 26
- Employees
- 7, of which 4 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, other fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 31, 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 |
|---|---|---|
| Investment companies | 9 | $6.40 billion |
| Other investment advisers | 2 | $2.24 billion |
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 |
|---|---|---|
| April 1, 2026 | $8.65 billion | March 31, 2026 |
| December 1, 2025 | $9.00 billion | June 17, 2025 |
Also on SpecStream
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving investment companies
- Advisers serving other investment advisers
- Fil Investment Advisors 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.