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Group General Counsel · Evelyn Partners Asset Management Limited

Charlotte N. Davies

CRD 7676637 · Named on Form ADV at one SEC-registered adviser

At a glance

Evelyn Partners Asset Management Limited, an SEC-registered wealth manager based in London, United Kingdom with $1.1 billion in regulatory assets, lists Charlotte N. Davies on its Form ADV as Group General Counsel, a control person.

Firms and roles

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Charlotte’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (8)

  • Bindesh N. SavjaniChief Risk Officer & Group Head of Compliance, Evelyn Partners Asset Management Limited
  • Bahador N. MahvelatiChief Operating Officer, Evelyn Partners Asset Management Limited
  • Anne H. RichardsIndependent Non-Executive Director, Evelyn Partners Asset Management Limited
  • Mark M. RennisonIndependent Non-Executive Director, Evelyn Partners Asset Management Limited
  • Jakob N. StottIndependent Non-Executive Director, Evelyn Partners Asset Management Limited

3 more people named with Charlotte on the same filings, with titles and firms. Free in Atlas with a free account.

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Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Charlotte’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.