# 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.

- CRD: 155663
- Filed as: ARBION LIMITED
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: London, United Kingdom
- Filing period: October 2026
- Form ADV filing dated: March 19, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/155663
- AdvisorCensus page: https://advisorcensus.com/firm/arbion-limited-london-155663

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 19, 2026)

- Asset-based fee: 0.5% to 0.8% a year (a range, as the brochure states it)

> 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

> We generally require a minimum of $5,000,000 to open or maintain an account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Credit Suisse
- HSBC

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.

### Regulatory assets under management (Item 5.F)
- Total: $2,231,126,780
- Discretionary: $1,914,272,012
- Non-discretionary: $316,854,768

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Not reported | $0 |
| High net worth individuals | 90 | $1,574,295,526 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $160,884,528 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Not reported | $0 |
| Charitable organizations | Not reported | $0 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | 50 | $404,409,659 |
| Other | 9 | $91,537,067 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2011 (15 years)
- Employees: 32 total, 16 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- arbion.com
- LinkedIn @arbion-limited

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,503,533,626 | 16 | March 31, 2021 |
| October 2022 | $1,488,003,845 | 16 | March 22, 2022 |
| October 2023 | $1,752,522,781 | 22 | March 31, 2023 |
| October 2024 | $2,125,576,845 | 26 | September 10, 2024 |
| October 2025 | $1,923,279,329 | 25 | March 19, 2025 |
| October 2026 | $2,231,126,780 | 32 | March 19, 2026 |

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.

## 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Arbion Limited (CRD 155663): Form ADV filing data as of October 2026.