← Tributary

AUBREY CAPITAL MANAGEMENT

EDINBURGH, MID LOTHIAN, United Kingdom · CRD 285802 · IAPD ↗ · +44 131 226 2083

$1.15BRegulatory AUM
9Advisory reps
26Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

55
March 2026 — AUBREY CAPITAL MANAGEMENT crossed $1B in regulatory AUM ($963.6M -> $1.15B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
23
June 2025 — AUBREY CAPITAL MANAGEMENT added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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