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PEMBERTON CAPITAL ADVISORS LLP

Advisory

N·LONDON

Data as of Mar 26, 2026 · Source: SEC Form ADV

Total AUM

$25.1B

1-Year AUM Growth

+32.7%

3-Year CAGR

+24.8%

Employees

100

Assets Under Management

Total AUM$25.1B

Discretionary AUM$890M

Non-Discretionary AUM$24.2B

Discretionary %3.6%

Total Clients65

Team

Total Employees100

Investment Advisers146

Employee Growth (1Y)—

Filing History

Total Filings on Record24

First FilingApr 22, 2016

Latest FilingMar 26, 2026

🔒 Full AUM trend chart and 24 historical filings spanning 10+ 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 PEMBERTON CAPITAL ADVISORS LLP

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