RIA Intel›Advisers›LIONTRUST PORTFOLIO MANAGEMENT LIMITED

LIONTRUST PORTFOLIO MANAGEMENT LIMITED

Advisory

Y·LONDON

Data as of Apr 19, 2022 · Source: SEC Form ADV

Total AUM
$1.7B
1-Year AUM Growth
-83.8%
3-Year CAGR
-39.1%
Employees
20
Assets Under Management
Total AUM$1.7B
Discretionary AUM$1.7B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees20
Investment Advisers50
Employee Growth (1Y)—
Filing History
Total Filings on Record4
First FilingNov 5, 2020
Latest FilingApr 19, 2022
🔒 Full AUM trend chart and 4 historical filings spanning 2+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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