Wealth manager, independent · London, Greater London, United Kingdom
Islandbridge Capital Limited
SEC-registered investment adviser · CRD 312174 · SEC 801-120247
At a glance
Islandbridge Capital Limited is an SEC-registered investment adviser based in London, Greater London, United Kingdom, with $1.6 billion in regulatory assets under management as of its Form ADV filed March 25, 2026. Its largest client group by assets is individuals, and it reports 22 individual clients. By Form ADV it is a wealth manager, ranked 953rd of 8,915 wealth managers and 4,087th of 17,210 SEC-registered advisers by assets.
Main office +442034051040ib-capital.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.6B
- Rank among wealth managers
- #953 of 8,915
- Rank among all SEC RIAs
- #4,087 of 17,210
- Individual clients
- 22
- High-net-worth clients
- 0
- Accounts
- 28
- Discretionary
- 31% of AUM
- Employees
- 16
- Advisory staff
- 16
- Offices
- 1
Owners and executives on its Form ADV
- Joseph M. McCarthyChief Executive Officer and Director
- Andrew N. HarrisonDirector
- Gary P. CouchDirector
- Emily L. HicksChief Compliance Officer
- Jack MurphyDirector
Custody and brokerage
Custodian
- Royal Bank of Canada (channel Islands) Limited$543M
Other RIAs using Royal Bank of Canada (channel Islands) Limited
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Individuals | 22 | $1.4B | 86% |
| High-net-worth individuals | – | $224M | 14% |
| Charitable organizations | – | $4M | <1% |
Disciplinary disclosures
Islandbridge Capital Limited reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗ib-capital.com ↗
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The full record on Islandbridge Capital 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, 4 years of filings
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- Growth over one, three and five years
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- Rank against 2,387 peers of its type and size
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- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Islandbridge Capital Limited manage?
Islandbridge Capital Limited reports $1.6 billion in regulatory assets under management across 28 accounts, 31% of it on a discretionary basis, on its Form ADV filed March 25, 2026.
What kind of firm is Islandbridge Capital Limited?
Islandbridge Capital 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 Islandbridge Capital Limited’s clients?
By assets, its largest client types are individuals ($1.4 billion, 22 clients); high-net-worth individuals ($224 million); charitable organizations ($4 million).
Does Islandbridge Capital Limited have any disciplinary history?
Islandbridge Capital 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 Islandbridge Capital 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 (2026-03-25), 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 →