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SKERRYVORE ASSET MANAGEMENT
Legal name: SKERRYVORE ASSET MANAGEMENT LTD
CRD 330060File 801-129723
APPROVED
Custody
Filing as of May 29, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.30B
Above cohort median (national)
Discretionary AUM
$1.30B
Clients
10
10 accounts
Employees
17
Identity & registration
ADV Item 1- Organization form
- Other (specify)
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Mar 22, 2024
- Principal office
- 45 CHARLOTTE SQUARE, EDINBURGH, EH2 4HQ
- Phone
- +44 131 202 3091
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.30B
- Discretionary AUM
- $1.30B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 10
- Non-discretionary accounts
- 0
- Total accounts
- 10
- AUM per client
- $129.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 2 | $168.5M |
| Pooled investment vehicles | 8 | $1.13B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jun 1, 2026 | AUM | $1,536,372,497 | $1,297,347,739 | decreased by$239,024,758 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 8 | 10 | increased by2 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $1,323,404,079 | $1,536,372,497 | increased by$212,968,418 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 8 | 10 | increased by2 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SKERRYVORE ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SKERRYVORE 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.