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S.W. MITCHELL CAPITAL LLP
CRD 163494File 801-77125
APPROVED
Filing as of Jun 11, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$3.13B
Top 25% of cohort (national)
Discretionary AUM
$2.62B
Non-discretionary $514.4M
Clients
10
10 accounts
Employees
7
Identity & registration
ADV Item 1- Organization form
- Limited Liability Partnership
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Oct 12, 2012
- Principal office
- PRINCES HOUSE, 38 JERMYN STREET, LONDON, SW1Y 6DN
- Phone
- 020 7290 3588
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.13B
- Discretionary AUM
- $2.62B
- Non-discretionary AUM
- $514.4M
- Discretionary accounts
- 8
- Non-discretionary accounts
- 2
- Total accounts
- 10
- AUM per client
- $313.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $21.2M |
| Charitable organizations | Fewer than 5 | $17.8M |
| Pooled investment vehicles | 8 | $3.09B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.