Private fund adviser · London, United Kingdom
Colchester Global Investors
Colchester Global Investors LTD · SEC-registered investment adviser · CRD 110985 · SEC 801-57116
At a glance
Colchester Global Investors is an SEC-registered investment adviser based in London, United Kingdom, with $27.0 billion in regulatory assets under management as of its Form ADV filed July 29, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 281st of 4,686 private fund advisers and 703rd of 17,210 SEC-registered advisers by assets.
Main office +011442072926920colchesterglobal.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $27B
- Rank among private fund advisers
- #281 of 4,686
- Rank among all SEC RIAs
- #703 of 17,210
- Clients
- 78
- Accounts
- 78
- Discretionary
- 100% of AUM
- Employees
- 50
- Advisory staff
- 5
- Offices
- 1
Owners and executives on its Form ADV
- Ian G. SimsChairman, CIO, Director, Shareholder Class B
- Edward Y. WongShareholder Class B
- Keith A. LloydGroup CEO, Deputy CIO, Director, Shareholder Class B
- Michele ConnellNon-Executive Director
- Lucy A. CrawfordNon-Executive Director
- Trevor P. DentonCEO, London - Shareholder Class B
- Paul S. HeckerGlobal Head of Compliance / CCO - Shareholder Class B
- Timothy J. DigbyChief Operating Officer - Shareholder Class B
Custody and brokerage
4 custodians
- State Street$4.2B31%
- HSBC Bank PLC$4.2B31%
- Northern Trust$3.1B23%
- Brown Brothers Harriman &$1.9B14%
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 49 | $14B | 52% |
| Pension and profit sharing plans | 16 | $5.6B | 21% |
| Sovereign wealth funds and foreign official institutions | 1 | $4.2B | 16% |
| Insurance companies | 2 | $920M | 3% |
| Corporations or other businesses | 3 | $610M | 2% |
| Charitable organizations | 3 | $564M | 2% |
| Investment companies | 3 | $501M | 2% |
| Other investment advisers | 1 | $401M | 1% |
Private funds
Colchester Global Investors reports 8 private funds with $1.2B in gross assets: other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Colchester Global Investors reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for investment companies
- 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
- Other
Form ADV and brochures on the SEC’s adviser search ↗colchesterglobal.com ↗
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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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- Rank against 564 peers of its type and size
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- Owners and executives, with titles and stakes
- 8 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
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Background
Questions
How much does Colchester Global Investors manage?
Colchester Global Investors reports $27.0 billion in regulatory assets under management across 78 accounts, 100% of it on a discretionary basis, on its Form ADV filed July 29, 2026.
What kind of firm is Colchester Global Investors?
Colchester Global Investors is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are Colchester Global Investors’s clients?
By assets, its largest client types are pooled investment vehicles ($14.1 billion, 49 clients); pension and profit sharing plans ($5.6 billion, 16 clients); sovereign wealth funds and foreign official institutions ($4.2 billion, 1 clients).
Does Colchester Global Investors manage private funds?
Yes. It reports 8 private funds with $1.2 billion in gross assets, including other private funds.
Does Colchester Global Investors have any disciplinary history?
Colchester Global Investors 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 Colchester Global Investors’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 (2026-07-29), 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 →