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EGERTON CAPITAL (UK) LLP
CRD 156384File 801-72167
APPROVED
Custody
Disclosure events
Filing as of May 21, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$19.12B
Top 10% of cohort (national)
Discretionary AUM
$19.12B
Clients
5
5 accounts
Employees
36
Identity & registration
ADV Item 1- Organization form
- Limited Liability Partnership
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Feb 25, 2011
- Principal office
- STRATTON HOUSE, 5 STRATTON STREET, LONDON, W1J 8LA
- Phone
- +44(0)2074109090
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $19.12B
- Discretionary AUM
- $19.12B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 5
- Non-discretionary accounts
- 0
- Total accounts
- 5
- AUM per client
- $3.82B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 5 | $19.12B |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11
- Q11D2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jun 1, 2026 | Employees | 38 | 36 | decreased by2 |
| Jun 1, 2026 | AUM | $16,482,243,175 | $19,120,001,266 | increased by$2,637,758,091 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 36 | 38 | increased by2 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $16,054,546,044 | $16,482,243,175 | increased by$427,697,131 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 42 | 36 | decreased by6 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $24,344,221,812 | $16,054,546,044 | decreased by$8,289,675,768 |
| Jul 1, 2022 | Employees | 45 | 42 | decreased by3 |
| Jul 1, 2022 | AUM | $27,418,630,071 | $24,344,221,812 | decreased by$3,074,408,259 |
| Jul 1, 2021 | Employees | 47 | 45 | decreased by2 |
| Jul 1, 2021 | AUM | $20,232,850,255 | $27,418,630,071 | increased by$7,185,779,816 |
| 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 “EGERTON CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“EGERTON 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.