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SEPHIRA INVESTMENT ADVISORS (UK) LIMITED

CRD 293524File 801-120455
APPROVED
Custody
Filing as of Jun 29, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$208.7M
Below cohort median (national)
Discretionary AUM
$208.7M
Clients
2
2 accounts
Employees
7

Identity & registration

ADV Item 1
Organization form
Other (specify)
Firm type
Registered
SEC region
HQ
Registration date
Mar 5, 2021
Principal office
4TH FLOOR, GROVE HOUSE, 248A MARYLEBONE ROAD, LONDON, NW1 6JZ
Phone
44 (0) 203 598 5419

Assets & accounts

ADV Item 5F
Total regulatory AUM
$208.7M
Discretionary AUM
$208.7M
Non-discretionary AUM
$0
Discretionary accounts
2
Non-discretionary accounts
0
Total accounts
2
AUM per client
$104.3M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles2$208.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

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

Advisory activities

  • 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
Yes

Disclosure events

ADV Item 11

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

Filed changes

DateFieldFromToChange
Aug 17, 2026CustodyNoYes
Jul 1, 2026AUM$124,203,744$208,679,495increased by$84,475,751
Dec 1, 2025
vs May 1, 2025
Employees87decreased by1
Dec 1, 2025
vs May 1, 2025
Clients32decreased by1
Dec 1, 2025
vs May 1, 2025
AUM$66,806,500$124,203,744increased by$57,397,244
Dec 1, 2025
vs May 1, 2025
Accounts32decreased by1
May 1, 2025
vs Oct 1, 2022
Clients53decreased by2
May 1, 2025
vs Oct 1, 2022
AUM$115,390,126$66,806,500decreased by$48,583,626
May 1, 2025
vs Oct 1, 2022
Accounts53decreased by2
Jul 1, 2022AUM$122,450,625$115,390,126decreased by$7,060,499
Jan 1, 2022Employees78increased by1
Jan 1, 2022AUM$75,512,258$122,450,625increased by$46,938,367
Jul 1, 2021AUM$74,873,271$75,512,258increased by$638,987
Apr 1, 2021Registration—APPROVED

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

See plans that list “SEPHIRA INVESTMENT” as a service provider on 5500mcp →

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