PEMBERTON CAPITAL ADVISORS LLP

CRD 282621File 801-107757

APPROVED

Custody

Filing as of Mar 26, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$25.06B

Top 10% of cohort (national)

Discretionary AUM

$890.1M

Non-discretionary $24.17B

Clients

83 accounts

Employees

146

Identity & registration

ADV Item 1

Organization form: Limited Liability Partnership
Firm type: Registered
SEC region: HQ
Registration date: May 3, 2016
Principal office: 5 HOWICK PLACE, LONDON, SW1P 1WG
Phone: 44 (0) 20 7993 9300
Website: HTTP://WWW.PEMBERTONAM.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $25.06B
Discretionary AUM: $890.1M
Non-discretionary AUM: $24.17B
Discretionary accounts: 5
Non-discretionary accounts: 78
Total accounts: 83
AUM per client: $302.0M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Pooled investment vehicles	83	$25.06B

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Other (described) — FEE BASED UPON EXPENSES AND COMMITMENTS

Advisory activities

Other 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: Yes
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

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Apr 1, 2026	Employees	123	146	increased by23
Apr 1, 2026	Clients	65	83	increased by18
Apr 1, 2026	AUM	$24,148,093,756	$25,063,074,176	increased by$914,980,420
Apr 1, 2026	Accounts	65	83	increased by18
May 1, 2025 vs Oct 1, 2022	Employees	73	123	increased by50
May 1, 2025 vs Oct 1, 2022	Custody	No	Yes
May 1, 2025 vs Oct 1, 2022	Clients	31	65	increased by34
May 1, 2025 vs Oct 1, 2022	AUM	$14,668,267,499	$24,148,093,756	increased by$9,479,826,257
May 1, 2025 vs Oct 1, 2022	Accounts	31	65	increased by34
Apr 1, 2022	Employees	58	73	increased by15
Apr 1, 2022	Clients	32	31	decreased by1
Apr 1, 2022	AUM	$11,478,124,161	$14,668,267,499	increased by$3,190,143,338
Apr 1, 2022	Accounts	32	31	decreased by1
Aug 1, 2021	Employees	57	58	increased by1
Aug 1, 2021	AUM	$10,663,421,369	$11,478,124,161	increased by$814,702,792

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “PEMBERTON CAPITAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PEMBERTON 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.