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PHOENIX ASSET MANAGEMENT PARTNERS LIMITED
CRD 284936File 801-108356
APPROVED
Filing as of Jun 29, 2026
Feed vintage Oct 1, 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 type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $8.8M |
| High net worth individuals | Fewer than 5 | $2.7M |
| Pooled investment vehicles | 8 | $2.39B |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jul 1, 2026 | Employees | 19 | 20 | increased by1 |
| Jul 1, 2026 | Clients | 5 | 8 | increased by3 |
| Jul 1, 2026 | AUM | $1,885,200,654 | $2,401,901,363 | increased by$516,700,709 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 28 | 19 | decreased by9 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 4 | 5 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 23 | 28 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,777,165,063 | $1,885,200,654 | increased by$108,035,591 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 13 | 12 | decreased by1 |
| Jul 1, 2022 | Employees | 18 | 23 | increased by5 |
| Jul 1, 2022 | Clients | 3 | 4 | increased by1 |
| Jul 1, 2022 | AUM | $1,671,370,145 | $1,777,165,063 | increased by$105,794,918 |
| Jul 1, 2022 | Accounts | 12 | 13 | increased by1 |
| Jul 1, 2021 | Employees | 15 | 18 | increased by3 |
| Jul 1, 2021 | AUM | $969,867,985 | $1,671,370,145 | increased by$701,502,160 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PHOENIX ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PHOENIX ASSET” 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.