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ISAM FUNDS (UK) LIMITED

LONDON, United Kingdom · CRD 307680 · IAPD ↗ · isam.com · 44 207 258 9940

$5.95BRegulatory AUM
53Advisory reps
127Employees
2Clients
n/aPlanning clients
3Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

45
October 2026 — ISAM FUNDS (UK) LIMITED reported RAUM up 127% ($2.63B -> $5.95B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
49
October 2026 — ISAM FUNDS (UK) LIMITED grew from 44 to 53 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
1
December 2025 — ISAM FUNDS (UK) LIMITED changed its website from isamfunds.com to isam.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
49
December 2025 — ISAM FUNDS (UK) LIMITED grew from 35 to 44 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
October 2024 — ISAM FUNDS (UK) LIMITED crossed $1B in regulatory AUM ($259.7M -> $2.11B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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