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EDGBASTON INVESTMENT PARTNERS
Legal name: EDGBASTON INVESTMENT PARTNERS LLP
CRD 148364File 801-71397
APPROVED
Filing as of Jun 29, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$944.2M
Above cohort median (national)
Discretionary AUM
$944.2M
Clients
3
3 accounts
Employees
11
Identity & registration
ADV Item 1- Organization form
- Limited Liability Partnership
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- May 20, 2010
- Principal office
- 105 PICCADILLY, LONDON, W1J 7NJ
- Phone
- 011-44-207-258-3170
- Website
- https://www.edgbastonip.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $944.2M
- Discretionary AUM
- $944.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 3
- Non-discretionary accounts
- 0
- Total accounts
- 3
- AUM per client
- $314.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 2 | $625.8M |
| Pension and profit sharing plans | Fewer than 5 | $318.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- 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 |
|---|---|---|---|---|
| Jul 1, 2026 | Employees | 12 | 11 | decreased by1 |
| Jul 1, 2026 | AUM | $968,982,506 | $944,229,448 | decreased by$24,753,058 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $1,068,327,106 | $968,982,506 | decreased by$99,344,600 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 14 | 12 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,218,709,408 | $1,068,327,106 | decreased by$150,382,302 |
| Jul 1, 2022 | AUM | $1,216,818,916 | $1,218,709,408 | increased by$1,890,492 |
| Jul 1, 2021 | Employees | 13 | 14 | increased by1 |
| Jul 1, 2021 | Clients | 2 | 3 | increased by1 |
| Jul 1, 2021 | AUM | $1,550,048,564 | $1,216,818,916 | decreased by$333,229,648 |
| Jul 1, 2021 | Accounts | 2 | 3 | increased by1 |
| 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 “EDGBASTON INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“EDGBASTON INVESTMENT” 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.