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KIRKOSWALD CAPITAL MANAGEMENT LIMITED
CRD 139217File 801-66016
APPROVED
Custody
Filing as of Apr 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$5.01B
Top 25% of cohort (national)
Discretionary AUM
$4.97B
Non-discretionary $47.6M
Clients
17
17 accounts
Employees
10
Identity & registration
ADV Item 1- Organization form
- Other (specify)
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Feb 1, 2006
- Principal office
- 110 PARK STREET- LG, LONDON, W1K 6NX
- Phone
- +44-207-150-3700
- Website
- http://kirkoswald.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $5.01B
- Discretionary AUM
- $4.97B
- Non-discretionary AUM
- $47.6M
- Discretionary accounts
- 16
- Non-discretionary accounts
- 1
- Total accounts
- 17
- AUM per client
- $295.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 17 | $5.01B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — REIMBURSEMENT OF EXPENSES
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 12 | 17 | increased by5 |
| Apr 1, 2026 | AUM | $4,423,965,689 | $5,014,283,127 | increased by$590,317,438 |
| Apr 1, 2026 | Accounts | 12 | 17 | increased by5 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 52 | 10 | decreased by42 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 72 | 52 | decreased by20 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 25 | 12 | decreased by13 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $6,894,978,109 | $4,423,965,689 | decreased by$2,471,012,420 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 25 | 12 | decreased by13 |
| Apr 1, 2022 | Employees | 83 | 72 | decreased by11 |
| Apr 1, 2022 | AUM | $7,470,476,091 | $6,894,978,109 | decreased by$575,497,982 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “KIRKOSWALD CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“KIRKOSWALD CAPITAL” 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.