{
  "crd_number": 155663,
  "slug": "arbion-limited-london-155663",
  "primary_business_name": "ARBION LIMITED",
  "legal_name": "ARBION LIMITED",
  "dbas": [],
  "city": "London",
  "state": null,
  "country": "United Kingdom",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2011-07-22",
  "years_registered": 15,
  "period": "2026-10-01",
  "filing_date": "2026-03-19",
  "carried_forward": false,
  "raum_total": 2231126780.0,
  "raum_discretionary": 1914272012.0,
  "raum_non_discretionary": 316854768.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 32,
  "advisory_employees": 16,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 91537067.0,
      "count": 9,
      "description": "TRUSTS"
    },
    "charitable": {
      "raum": 0.0,
      "count": null
    },
    "individuals": {
      "raum": 0.0,
      "count": null
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": null
    },
    "state_municipal": {
      "raum": 0.0,
      "count": null
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": null
    },
    "investment_companies": {
      "raum": 0.0,
      "count": null
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": null
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": null
    },
    "high_net_worth_individuals": {
      "raum": 1574295526.0,
      "count": 90
    },
    "pooled_investment_vehicles": {
      "raum": 160884528.0,
      "count": 2
    },
    "corporations_other_businesses": {
      "raum": 404409659.0,
      "count": 50
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": null
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": null
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://arbion.com",
    "https://linkedin.com/company/arbion-limited"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/155663",
  "city_as_filed": "LONDON",
  "url": "https://advisorcensus.com/firm/arbion-limited-london-155663",
  "display_name": "Arbion Limited",
  "summary": "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.",
  "citation": "AdvisorCensus. Arbion Limited (CRD 155663): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Arbion Limited compensated?",
      "a": "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."
    },
    {
      "q": "How much does Arbion Limited charge?",
      "a": "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."
    },
    {
      "q": "Where is Arbion Limited located?",
      "a": "Arbion Limited's principal office is in London, United Kingdom, according to its Form ADV."
    },
    {
      "q": "Is Arbion Limited registered with the SEC or a state?",
      "a": "Arbion Limited is an SEC-registered investment advisory firm, registered since 2011. Status as filed: Approved. CRD 155663."
    },
    {
      "q": "How much does Arbion Limited manage?",
      "a": "Arbion Limited reports $2,231,126,780 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (86% discretionary)."
    },
    {
      "q": "How have Arbion Limited's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Arbion Limited serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does Arbion Limited use?",
      "a": "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."
    },
    {
      "q": "Does Arbion Limited report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Arbion Limited state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in Arbion Limited's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $1,923,279,329 to $2,231,126,780 (+16%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1503533626.0,
      "total_employees": 16,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1488003845.0,
      "total_employees": 16,
      "filing_date": "2022-03-22"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1752522781.0,
      "total_employees": 22,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 2125576845.0,
      "total_employees": 26,
      "filing_date": "2024-09-10"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1923279329.0,
      "total_employees": 25,
      "filing_date": "2025-03-19"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 2231126780.0,
      "total_employees": 32,
      "filing_date": "2026-03-19"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $1,923,279,329 to $2,231,126,780 (+16%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 19, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.5% to 0.8% a year",
    "stated_maximum": null,
    "account_minimum": "$5,000,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.5% to 0.8% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "Depending on the value of your account with us, our annual management fees typically range from 0.50% - 0.80%."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $5,000,000"
        ],
        "quotes": [
          "We generally require a minimum of $5,000,000 to open or maintain an account."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.5,
        0.8
      ],
      "max_pct": null,
      "account_minimum": 5000000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Depending on the value of your account with us, our annual management fees typically range from 0.50% - 0.80%.",
      "We generally require a minimum of $5,000,000 to open or maintain an account."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Credit Suisse",
      "name_as_filed": "CREDIT SUISSE",
      "affiliated": false
    },
    {
      "name": "HSBC",
      "name_as_filed": "HSBC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/arbion-limited-london-155663.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 90,
      "fewer_than_5": false,
      "raum": 1574295526.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 2,
      "fewer_than_5": false,
      "raum": 160884528.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 50,
      "fewer_than_5": false,
      "raum": 404409659.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 9,
      "fewer_than_5": false,
      "raum": 91537067.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/155663",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}