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COLCHESTER GLOBAL INVESTORS
Legal name: COLCHESTER GLOBAL INVESTORS LTD
CRD 110985File 801-57116
APPROVED
Filing as of Jul 29, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$26.96B
Top 10% of cohort (national)
Discretionary AUM
$26.96B
Clients
78
78 accounts
Employees
50
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Jan 21, 2000
- Principal office
- 5TH FLOOR, 130 WOOD STREET, LONDON, EC2V 6DL
- Phone
- 011-44207-292-6920
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $26.96B
- Discretionary AUM
- $26.96B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 78
- Non-discretionary accounts
- 0
- Total accounts
- 78
- AUM per client
- $345.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $610.4M |
| Non-U.S. persons | Fewer than 5 | $4.23B |
| Insurance companies | Fewer than 5 | $919.9M |
| Investment companies | 3 | $500.6M |
| Charitable organizations | Fewer than 5 | $563.5M |
| Other investment advisers | Fewer than 5 | $400.5M |
| Pooled investment vehicles | 49 | $14.11B |
| Pension and profit sharing plans | 16 | $5.62B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — COMPENSATION IS PAID FOR OUR CURRENCY RESEARCH
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 1, 2026 | Employees | 56 | 50 | decreased by6 |
| Aug 1, 2026 | Clients | 81 | 78 | decreased by3 |
| Aug 1, 2026 | AUM | $23,952,467,949 | $26,959,094,516 | increased by$3,006,626,567 |
| Aug 1, 2026 | Accounts | 81 | 78 | decreased by3 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 54 | 56 | increased by2 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 86 | 81 | decreased by5 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $21,926,634,504 | $23,952,467,949 | increased by$2,025,833,445 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 86 | 81 | decreased by5 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 57 | 54 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 87 | 86 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $27,424,023,369 | $21,926,634,504 | decreased by$5,497,388,865 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 87 | 86 | decreased by1 |
| Aug 1, 2022 | Employees | 62 | 57 | decreased by5 |
| Aug 1, 2022 | Clients | 90 | 87 | decreased by3 |
| Aug 1, 2022 | AUM | $33,845,303,981 | $27,424,023,369 | decreased by$6,421,280,612 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “COLCHESTER GLOBAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“COLCHESTER GLOBAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.