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TOSCAFUND ASSET MANAGEMENT

LONDON, United Kingdom · CRD 155132 · IAPD ↗ · +44 20 7845 6100

$933.3MRegulatory AUM
11Advisory reps
26Employees
0Clients
n/aPlanning clients
7Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

18
August 2025 — TOSCAFUND ASSET MANAGEMENT reported RAUM down 34% ($1.40B -> $929.9M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
23
August 2025 — TOSCAFUND ASSET MANAGEMENT shrank from 23 to 11 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
20
July 2024 — TOSCAFUND ASSET MANAGEMENT reported RAUM down 32% ($2.05B -> $1.40B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

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