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STENHAM ASSET MANAGEMENT LIMITED

Advisory

N·ST. PETER PORT

Data as of Aug 14, 2024 · Source: SEC Form ADV

Total AUM

$4.0B

1-Year AUM Growth

+5.5%

3-Year CAGR

+5.0%

Employees

4

Assets Under Management

Total AUM$4.0B

Discretionary AUM$3.8B

Non-Discretionary AUM$201M

Discretionary %94.9%

Total Clients180

Team

Total Employees4

Investment Advisers14

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record18

First FilingMay 29, 2012

Latest FilingAug 14, 2024

🔒 Full AUM trend chart and 18 historical filings spanning 12+ 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 STENHAM ASSET MANAGEMENT LIMITED

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