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ARBION LIMITED
CRD 155663File 801-72568
APPROVED
Retail clients
Filing as of Mar 19, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.23B
Top 25% of cohort (national)
Discretionary AUM
$1.91B
Non-discretionary $316.9M
Clients
142
185 accounts
Employees
32
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Jul 22, 2011
- Principal office
- ONE CONNAUGHT PLACE, LONDON, W22ET
- Phone
- 44-0-207-298-6060
- Website
- http://www.arbion.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.23B
- Discretionary AUM
- $1.91B
- Non-discretionary AUM
- $316.9M
- Discretionary accounts
- 158
- Non-discretionary accounts
- 27
- Total accounts
- 185
- AUM per client
- $15.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 50 | $404.4M |
| High net worth individuals | 90 | $1.57B |
| Pooled investment vehicles | 2 | $160.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
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 17, 2026 | Clients | 151 | 142 | decreased by9 |
| Apr 1, 2026 | Employees | 25 | 32 | increased by7 |
| Apr 1, 2026 | Clients | 122 | 151 | increased by29 |
| Apr 1, 2026 | AUM | $1,923,279,329 | $2,231,126,780 | increased by$307,847,451 |
| Apr 1, 2026 | Accounts | 168 | 185 | increased by17 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 16 | 25 | increased by9 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 34 | 122 | increased by88 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,488,003,845 | $1,923,279,329 | increased by$435,275,484 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 60 | 168 | increased by108 |
| Apr 1, 2022 | Clients | 28 | 34 | increased by6 |
| Apr 1, 2022 | AUM | $1,503,533,626 | $1,488,003,845 | decreased by$15,529,781 |
| Apr 1, 2022 | Accounts | 48 | 60 | increased by12 |
| 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 “ARBION LIMITED” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ARBION LIMITED” 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.