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TROY ASSET MANAGEMENT LTD
CRD 319174File 801-125739
APPROVED
Filing as of Jul 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$14.70B
Top 10% of cohort (national)
Discretionary AUM
$14.70B
Clients
22
26 accounts
Employees
45
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- May 26, 2022
- Principal office
- 33 DAVIES STREET, LONDON, W1K 4BP
- Phone
- 44 (0)20 7499 4030
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $14.70B
- Discretionary AUM
- $14.70B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 26
- Non-discretionary accounts
- 0
- Total accounts
- 26
- AUM per client
- $668.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $231.6M |
| Pooled investment vehicles | 19 | $13.88B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- 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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 26 | 22 |
| Aug 12, 2026 | Registration | — | APPROVED |
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.