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EVELYN PARTNERS ASSET MANAGEMENT LIMITED

LONDON, United Kingdom · CRD 160376 · IAPD ↗ · usa.evelyn.com · 442071314000

$1.06BRegulatory AUM
34Advisory reps
126Employees
0Clients
11-25Planning clients
1Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

45
April 2026 — EVELYN PARTNERS ASSET MANAGEMENT LIMITED grew from 29 to 34 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
50
April 2026 — EVELYN PARTNERS ASSET MANAGEMENT LIMITED now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
25
April 2025 — EVELYN PARTNERS ASSET MANAGEMENT LIMITED shrank from 154 to 29 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
25
April 2024 — EVELYN PARTNERS ASSET MANAGEMENT LIMITED added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2024 — EVELYN PARTNERS ASSET MANAGEMENT LIMITED grew from 128 to 154 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.