AdvisorCensus / Financial advisors / Arbion Limited
Arbion Limited is an SEC-registered investment advisory firm in London, United Kingdom, registered since 2011, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 19, 2026.
Quick answers
From the filingHow is Arbion Limited compensated?
On its Form ADV (Item 5.E, October 2026), Arbion Limited reports these compensation arrangements: a percentage of assets under its management; performance-based fees.
How much does Arbion Limited charge?
Its Form ADV Part 2A brochure dated March 19, 2026 states: Asset-based fee: 0.5% to 0.8% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Arbion Limited located?
Arbion Limited's principal office is in London, United Kingdom, according to its Form ADV.
Is Arbion Limited registered with the SEC or a state?
Arbion Limited is an SEC-registered investment advisory firm, registered since 2011. Status as filed: Approved. CRD 155663.
How much does Arbion Limited manage?
Arbion Limited reports $2,231,126,780 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (86% discretionary).
How have Arbion Limited's assets and staff changed since 2021?
In the Form ADV data for Arbion Limited: Regulatory assets under management: $1,503,533,626 in the October 2021 data and $2,231,126,780 in the October 2026 data, up 48%. Total employees: 16 in October 2021 and 32 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Arbion Limited serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (90); corporations or other businesses not listed above (50); other (9).
Which custodians does Arbion Limited use?
Arbion Limited's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Credit Suisse and HSBC as custodians holding 10% or more of its separately managed account assets.
Does Arbion Limited report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/155663
Does Arbion Limited state an account minimum?
Its Form ADV Part 2A brochure dated March 19, 2026 says: "We generally require a minimum of $5,000,000 to open or maintain an account."
What changed in Arbion Limited's recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $1,923,279,329 to $2,231,126,780 (+16%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: 0.5% to 0.8% a year (a range, as the brochure states it)
The brochure's wording
Depending on the value of your account with us, our annual management fees typically range from 0.50% - 0.80%.
Account minimum: $5,000,000
The brochure's wording
We generally require a minimum of $5,000,000 to open or maintain an account.
As stated in the firm's Form ADV Part 2A brochure dated March 19, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$2,231,126,780 as of October 2026, filing dated March 19, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2011 (15 years)
- Employees
- Total: 32. Performing investment advisory functions: 16.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
- Not reported.
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $2,231,126,780 | 32 | March 19, 2026 |
| October 2025 | $1,923,279,329 | 25 | March 19, 2025 |
| October 2024 | $2,125,576,845 | 26 | September 10, 2024 |
| October 2023 | $1,752,522,781 | 22 | March 31, 2023 |
| October 2022 | $1,488,003,845 | 16 | March 22, 2022 |
| October 2021 | $1,503,533,626 | 16 | March 31, 2021 |
Regulatory assets under management: $1,503,533,626 in the October 2021 data and $2,231,126,780 in the October 2026 data, up 48%.
Total employees: 16 in October 2021 and 32 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $1,923,279,329 to $2,231,126,780 (+16%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Arbion Limited (CRD 155663): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/arbion-limited-london-155663