Private fund adviser · London, United Kingdom
Edgbaston Investment Partners
Edgbaston Investment Partners LLP · SEC-registered investment adviser · CRD 148364 · SEC 801-71397
At a glance
Edgbaston Investment Partners is an SEC-registered investment adviser based in London, United Kingdom, with $944 million in regulatory assets under management as of its Form ADV filed June 29, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 2,368th of 4,686 private fund advisers and 5,540th of 17,210 SEC-registered advisers by assets.
Main office +011442072583170edgbastonip.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $944M
- Rank among private fund advisers
- #2,368 of 4,686
- Rank among all SEC RIAs
- #5,540 of 17,210
- Clients
- 3
- Accounts
- 3
- Discretionary
- 100% of AUM
- Employees
- 11
- Advisory staff
- 4
- Offices
- 1
Owners and executives on its Form ADV
- Charu L. FernandoExecutive Committee Member, Partner, Chief Investment Officer, Chief Executive Officer
- Matthew P. MylesExecutive Committee Member, Partner, Chief Operating Officer
- Sarah J. NicholsExecutive Committee Member, Partner, Senior Portfolio Manager, Head of Research
- Raymond K CheungExecutive Committee Member (non-Executive)
- Stephen J. ShepherdChief Compliance Officer
- Geraldine C. ArrigoniExecutive Committee Member, Senior Portfolio Manager
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 2 | $626M | 66% |
| Pension and profit sharing plans | 1 | $318M | 34% |
Private funds
Edgbaston Investment Partners reports 1 private funds with $234M in gross assets: other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Edgbaston Investment Partners reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗edgbastonip.com ↗
AtlasMembers
The full record on Edgbaston Investment Partners
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 2,189 peers of its type and size
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- Owners and executives, with titles and stakes
- 6 namedLocked
- Main office, fax and compliance officer
- Locked
- 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 Edgbaston Investment Partners manage?
Edgbaston Investment Partners reports $944 million in regulatory assets under management across 3 accounts, 100% of it on a discretionary basis, on its Form ADV filed June 29, 2026.
What kind of firm is Edgbaston Investment Partners?
Edgbaston Investment Partners is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are Edgbaston Investment Partners’s clients?
By assets, its largest client types are pooled investment vehicles ($626 million, 2 clients); pension and profit sharing plans ($318 million, 1 clients).
Does Edgbaston Investment Partners manage private funds?
Yes. It reports 1 private funds with $234 million in gross assets, including other private funds.
Does Edgbaston Investment Partners have any disciplinary history?
Edgbaston Investment Partners 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 Edgbaston Investment Partners’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 (2026-06-29), 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 →