Wealth manager, independent · London, United Kingdom
Arbion Limited
SEC-registered investment adviser · CRD 155663 · SEC 801-72568
At a glance
Arbion Limited is an SEC-registered investment adviser based in London, United Kingdom, with $2.2 billion in regulatory assets under management as of its Form ADV filed March 19, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 90 individual clients. By Form ADV it is a wealth manager, ranked 707th of 8,915 wealth managers and 3,409th of 17,210 SEC-registered advisers by assets.
Main office +4402072986060arbion.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $2.2B
- Rank among wealth managers
- #707 of 8,915
- Rank among all SEC RIAs
- #3,409 of 17,210
- Individual clients
- 90
- High-net-worth clients
- 90
- Accounts
- 185
- Discretionary
- 86% of AUM
- Employees
- 32
- Advisory staff
- 16
- Offices
- 1
Owners and executives on its Form ADV
- Carnegie Edward SmythDirector
- Carnegie Edward SmythShareholder
- Gregory E. MaloneShareholder
- Daniel A. PasiniShareholder and Director
- Marco E. PabstShareholder and Director
- Kirinpal OhbiDirector
- Ali-Sevket KaracaShareholder
- Dotan N. LiebermanShareholder
- Nisha K. KahlonHead of Compliance
- Luigi F. BelliniMr
- Christopher G. StoneMr
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 90 | $1.6B | 71% |
| Corporations or other businesses | 50 | $404M | 18% |
| Pooled investment vehicles | 2 | $161M | 7% |
| Other | 9 | $92M | 4% |
Disciplinary disclosures
Arbion Limited reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗arbion.com ↗
AtlasMembers
The full record on Arbion Limited
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 1,790 peers of its type and size
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- Owners and executives, with titles and stakes
- 11 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 2Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Arbion Limited manage?
Arbion Limited reports $2.2 billion in regulatory assets under management across 185 accounts, 86% of it on a discretionary basis, on its Form ADV filed March 19, 2026.
What kind of firm is Arbion Limited?
Arbion Limited is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Arbion Limited’s clients?
By assets, its largest client types are high-net-worth individuals ($1.6 billion, 90 clients); corporations or other businesses ($404 million, 50 clients); pooled investment vehicles ($161 million, 2 clients).
Does Arbion Limited have any disciplinary history?
Arbion Limited reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Arbion Limited’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-19), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →