RIA Intel›Advisers›KOTAK MAHINDRA (UK) LIMITED

KOTAK MAHINDRA (UK) LIMITED

Advisory

N·LONDON

Data as of Nov 30, 2016 · Source: SEC Form ADV

Total AUM

$2.4B

1-Year AUM Growth

+27.1%

3-Year CAGR

+18.7%

Employees

5

Assets Under Management

Total AUM$2.4B

Discretionary AUM$2.4B

Non-Discretionary AUM$42M

Discretionary %98.3%

Total Clients—

Team

Total Employees5

Investment Advisers37

Employee Growth (1Y)—

Filing History

Total Filings on Record18

First FilingDec 20, 2005

Latest FilingNov 30, 2016

🔒 Full AUM trend chart and 18 historical filings spanning 11+ 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 KOTAK MAHINDRA (UK) LIMITED

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