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HIGHCLERE INTERNATIONAL INVESTORS

LONDON, United Kingdom · CRD 140380 · IAPD ↗ · highclereinvestors.com · +44 207-258-9830

$742.3MRegulatory AUM
7Advisory reps
16Employees
0Clients
n/aPlanning clients
2Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

18
July 2026 — HIGHCLERE INTERNATIONAL INVESTORS reported RAUM down 42% ($1.28B -> $742.3M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
23
July 2026 — HIGHCLERE INTERNATIONAL INVESTORS shrank from 9 to 7 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
20
July 2025 — HIGHCLERE INTERNATIONAL INVESTORS reported RAUM down 41% ($2.17B -> $1.28B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
25
July 2025 — HIGHCLERE INTERNATIONAL INVESTORS shrank from 12 to 9 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
20
July 2024 — HIGHCLERE INTERNATIONAL INVESTORS reported RAUM down 25% ($2.89B -> $2.17B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
42
July 2024 — HIGHCLERE INTERNATIONAL INVESTORS grew from 10 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.