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MARBLE BAR ASSET MANAGEMENT LLP

LONDON, United Kingdom · CRD 160882 · IAPD ↗ · marblebar.com · 44 (0) 20 3023 8100

$3.57BRegulatory AUM
38Advisory reps
70Employees
0Clients
n/aPlanning clients
6Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

44
May 2026 — MARBLE BAR ASSET MANAGEMENT LLP reported RAUM up 72% ($2.08B -> $3.57B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
52
May 2026 — MARBLE BAR ASSET MANAGEMENT LLP grew from 26 to 38 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
25
April 2025 — MARBLE BAR ASSET MANAGEMENT LLP shrank from 42 to 24 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
40
April 2024 — MARBLE BAR ASSET MANAGEMENT LLP now reports custody of client assets ($138.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

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