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SEPHIRA INVESTMENT ADVISORS (UK) LIMITED

LONDON, United Kingdom · CRD 293524 · IAPD ↗ · sephira-em.com · 44 (0) 203 598 5419

$208.7MRegulatory AUM
5Advisory reps
7Employees
0Clients
n/aPlanning clients
2Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

38
July 2026 — SEPHIRA INVESTMENT ADVISORS (UK) LIMITED reported RAUM up 68% ($124.2M -> $208.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
40
July 2025 — SEPHIRA INVESTMENT ADVISORS (UK) LIMITED reported RAUM up 86% ($66.8M -> $124.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
15
July 2024 — SEPHIRA INVESTMENT ADVISORS (UK) LIMITED reported RAUM down 41% ($113.1M -> $66.8M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

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