# Cdam (UK) Ltd

> Cdam (UK) Ltd is an SEC-registered investment advisory firm in London, United Kingdom, registered since 2015, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated June 25, 2026.

- CRD: 169319
- Filed as: CDAM (UK) LTD
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: London, United Kingdom
- Filing period: October 2026
- Form ADV filing dated: June 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/169319
- AdvisorCensus page: https://advisorcensus.com/firm/cdam-uk-ltd-london-169319

## Quick answers

**How is Cdam (UK) Ltd compensated?**
On its Form ADV (Item 5.E, October 2026), Cdam (UK) Ltd reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**How much does Cdam (UK) Ltd charge?**
Its Form ADV Part 2A brochure dated June 25, 2026 states: Asset-based fee: 1% to 1.5% 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 Cdam (UK) Ltd located?**
Cdam (UK) Ltd's principal office is in London, United Kingdom, according to its Form ADV.

**Is Cdam (UK) Ltd registered with the SEC or a state?**
Cdam (UK) Ltd is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 169319.

**How much does Cdam (UK) Ltd manage?**
Cdam (UK) Ltd reports $953,747,566 in regulatory assets under management in its Form ADV filing dated June 25, 2026 (100% discretionary).

**How have Cdam (UK) Ltd's assets and staff changed since 2021?**
In the Form ADV data for Cdam (UK) Ltd: Regulatory assets under management: $1,425,511,594 in the October 2021 data and $953,747,566 in the October 2026 data, down 33%. Total employees: 8 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Cdam (UK) Ltd serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1).

**Which custodians does Cdam (UK) Ltd use?**
Cdam (UK) Ltd's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists The Bank of New York Mellon and The Northern Trust Company as custodians holding 10% or more of its separately managed account assets.

**Does Cdam (UK) Ltd 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/169319

**What changed in Cdam (UK) Ltd's recent Form ADV filings?**
In the July 2026 filing data: Regulatory assets under management went from $1,198,582,917 to $953,747,566 (-20%).

## 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 June 25, 2026)

- Asset-based fee: 1% to 1.5% a year (a range, as the brochure states it)

> CDAM is generally paid an asset-based investment management fee ranging from 1 to 1.5% per annum of the net assets of a Client, however, certain Client Accounts may be subject to other fee arrangements as specified in their governing documents.

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

### Custodians (Schedule D, Section 5.K(3))
- The Bank of New York Mellon
- The Northern Trust Company

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: $953,747,566
- Discretionary: $953,747,566
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $11,514,324 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $942,233,242 |

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

### Firm details
- Registered since: 2015 (11 years)
- Employees: 10 total, 4 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)
- cdam.co.uk
- LinkedIn @CDAM-LTD

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,425,511,594 | 8 | June 28, 2021 |
| October 2022 | $1,528,742,093 | 11 | May 16, 2022 |
| October 2023 | $1,480,526,275 | 11 | June 29, 2023 |
| October 2024 | $1,560,681,586 | 10 | June 26, 2024 |
| October 2025 | $1,198,582,917 | 10 | June 25, 2025 |
| October 2026 | $953,747,566 | 10 | June 25, 2026 |

Regulatory assets under management: $1,425,511,594 in the October 2021 data and $953,747,566 in the October 2026 data, down 33%.
Total employees: 8 in October 2021 and 10 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Regulatory assets under management went from $1,198,582,917 to $953,747,566 (-20%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cdam (UK) Ltd (CRD 169319): Form ADV filing data as of October 2026.