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FAIR OAKS CAPITAL LIMITED

Advisory

N·LONDON, ENGLAND

Data as of Feb 16, 2021 · Source: SEC Form ADV

Total AUM

$3.3B

1-Year AUM Growth

+32.2%

3-Year CAGR

+20.2%

Employees

8

Assets Under Management

Total AUM$3.3B

Discretionary AUM$3.3B

Non-Discretionary AUM$12M

Discretionary %99.6%

Total Clients—

Team

Total Employees8

Investment Advisers15

Employee Growth (1Y)—

Filing History

Total Filings on Record11

First FilingSep 29, 2017

Latest FilingFeb 16, 2021

🔒 Full AUM trend chart and 11 historical filings spanning 4+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on FAIR OAKS CAPITAL LIMITED

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.