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STURGEON VENTURES LLP
CRD 167026File 801-77882
APPROVED
Filing as of Jun 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$402.3M
Below cohort median (national)
Discretionary AUM
$402.3M
Clients
20
43 accounts
Employees
12
Identity & registration
ADV Item 1- Organization form
- Limited Liability Partnership
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Apr 10, 2013
- Principal office
- UNIT D, HEATHMANS HOUSE, 19 HEATHMANS ROAD, LONDON, SW6 4TJ
- Phone
- 0203 167 4625
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $402.3M
- Discretionary AUM
- $402.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 43
- Non-discretionary accounts
- 0
- Total accounts
- 43
- AUM per client
- $20.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 20 | $328.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Publications
- Other advisory activities
- Selection of other advisers
- 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 | 43 | 20 | decreased by23 |
| Jul 1, 2026 | Clients | 41 | 43 | increased by2 |
| Jul 1, 2026 | AUM | $321,110,306 | $402,333,293 | increased by$81,222,987 |
| Jul 1, 2026 | Accounts | 41 | 43 | increased by2 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 60 | 41 | decreased by19 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $298,987,911 | $321,110,306 | increased by$22,122,395 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 60 | 41 | decreased by19 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 9 | 12 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 49 | 60 | increased by11 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $529,287,170 | $298,987,911 | decreased by$230,299,259 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 49 | 60 | increased by11 |
| Jul 1, 2022 | Clients | 46 | 49 | increased by3 |
| Jul 1, 2022 | AUM | $563,739,152 | $529,287,170 | decreased by$34,451,982 |
| Jul 1, 2022 | Accounts | 46 | 49 | increased by3 |
| Jul 1, 2021 | Clients | 41 | 46 | increased by5 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “STURGEON VENTURES” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“STURGEON VENTURES” 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.