Private fund adviser · Edinburgh, MID Lothian, United Kingdom
Aubrey Capital Management
Aubrey Capital Management Limited · SEC-registered investment adviser · CRD 285802 · SEC 801-108789
At a glance
Aubrey Capital Management is an SEC-registered investment adviser based in Edinburgh, MID Lothian, United Kingdom, with $1.2 billion in regulatory assets under management as of its Form ADV filed August 7, 2026. Its largest client group by assets is pooled investment vehicles, and it reports 193 individual clients. By Form ADV it is a private fund adviser, ranked 2,167th of 4,686 private fund advisers and 4,963rd of 17,210 SEC-registered advisers by assets.
Main office +441312262083aubreycm.co.ukLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.2B
- Rank among private fund advisers
- #2,167 of 4,686
- Rank among all SEC RIAs
- #4,963 of 17,210
- Individual clients
- 193
- High-net-worth clients
- 193
- Accounts
- 208
- Discretionary
- 100% of AUM
- Employees
- 26
- Advisory staff
- 9
- Offices
- 3
Owners and executives on its Form ADV
- Andrew D. DalrympleDirector
- John M. MartyrossianDirector
- Andrew H. WardChief Executive Officer
- Iain R. HayChief Compliance Officer
Custody and brokerage
Broker-dealer
Affiliated broker-dealer
It names an affiliated broker-dealer: Larrainvial Securities US LLC.
- Larrainvial Securities US LLC ↗CRD 152424
An introducing broker-dealer: its trades clear through another firm, which holds the brokerage accounts. Its annual audited report filed with the SEC, March 2026
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 8 | $649M | 56% |
| Pension and profit sharing plans | 7 | $277M | 24% |
| High-net-worth individuals | 193 | $225M | 20% |
Private funds
Aubrey Capital Management reports 1 private funds with $83M in gross assets: other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Aubrey Capital Management 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
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗aubreycm.co.uk ↗
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The full record on Aubrey Capital Management
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, 8 years of filings
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- Growth over one, three and five years
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- Rank against 2,103 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Aubrey Capital Management manage?
Aubrey Capital Management reports $1.2 billion in regulatory assets under management across 208 accounts, 100% of it on a discretionary basis, on its Form ADV filed August 7, 2026.
What kind of firm is Aubrey Capital Management?
Aubrey Capital Management is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are Aubrey Capital Management’s clients?
By assets, its largest client types are pooled investment vehicles ($649 million, 8 clients); pension and profit sharing plans ($277 million, 7 clients); high-net-worth individuals ($225 million, 193 clients).
Does Aubrey Capital Management manage private funds?
Yes. It reports 1 private funds with $83 million in gross assets, including other private funds.
Does Aubrey Capital Management have any disciplinary history?
Aubrey Capital Management 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 Aubrey Capital Management’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 (2026-08-07), 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 →