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PHOENIX ASSET MANAGEMENT PARTNERS LIMITED

CRD 284936File 801-108356
APPROVED
Filing as of Jun 29, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.40B
Top 25% of cohort (national)
Discretionary AUM
$2.40B
Clients
8
12 accounts
Employees
20

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
HQ
Registration date
Sep 21, 2016
Principal office
80-82 GLENTHAM ROAD, LONDON, SW13 9JJ
Phone
+44 208 600 0100

Assets & accounts

ADV Item 5F
Total regulatory AUM
$2.40B
Discretionary AUM
$2.40B
Non-discretionary AUM
$0
Discretionary accounts
12
Non-discretionary accounts
0
Total accounts
12
AUM per client
$300.2M

Clients by type

ADV Item 5D
Client typeClientsAUM
Charitable organizationsFewer than 5$8.8M
High net worth individualsFewer than 5$2.7M
Pooled investment vehicles8$2.39B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Selection of other advisers
  • 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 11

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

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.