AdvisorCensus / Financial advisors / Colchester Global Investors
Colchester Global Investors
Filed as COLCHESTER GLOBAL INVESTORS · Legal name Colchester Global Investors Ltd
Colchester Global Investors is an SEC-registered investment advisory firm in London, United Kingdom, registered since 2000, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated July 29, 2026.
Quick answers
From the filingHow is Colchester Global Investors compensated?
On its Form ADV (Item 5.E, October 2026), Colchester Global Investors reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.
Where is Colchester Global Investors located?
Colchester Global Investors' principal office is in London, United Kingdom, according to its Form ADV.
Is Colchester Global Investors registered with the SEC or a state?
Colchester Global Investors is an SEC-registered investment advisory firm, registered since 2000. Status as filed: Approved. CRD 110985.
How much does Colchester Global Investors manage?
Colchester Global Investors reports $26,959,094,516 in regulatory assets under management in its Form ADV filing dated July 29, 2026 (100% discretionary).
How have Colchester Global Investors' assets and staff changed since 2021?
In the Form ADV data for Colchester Global Investors: Regulatory assets under management: $33,845,303,981 in the October 2021 data and $26,959,094,516 in the October 2026 data, down 20%. Total employees: 62 in October 2021 and 50 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Colchester Global Investors serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (49); pension and profit sharing plans (but not the plan participants or government pension plans) (16); investment companies (3).
Which custodians does Colchester Global Investors use?
Colchester Global Investors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Brown Brothers Harriman & Co., HSBC Bank PLC, Northern Trust and State Street Bank and Trust Company as custodians holding 10% or more of its separately managed account assets.
Does Colchester Global Investors 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/110985
What changed in Colchester Global Investors' recent Form ADV filings?
In the August 2026 filing data: Regulatory assets under management went from $23,952,467,949 to $26,959,094,516 (+13%). Updated its list of owners and control persons (Schedule A).
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
- Other
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 2ASee the firm's brochure (dated July 29, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$26,959,094,516 as of October 2026, filing dated July 29, 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 investment companies (and business development companies)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Legal name
- Colchester Global Investors Ltd
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2000 (26 years)
- Employees
- Total: 50. Performing investment advisory functions: 5.
- 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 | $26,959,094,516 | 50 | July 29, 2026 |
| October 2025 | $23,952,467,949 | 56 | July 25, 2025 |
| October 2024 | $21,926,634,504 | 54 | July 26, 2024 |
| October 2023 | $28,499,633,781 | 55 | July 3, 2023 |
| October 2022 | $27,424,023,369 | 57 | July 18, 2022 |
| October 2021 | $33,845,303,981 | 62 | July 29, 2021 |
Regulatory assets under management: $33,845,303,981 in the October 2021 data and $26,959,094,516 in the October 2026 data, down 20%.
Total employees: 62 in October 2021 and 50 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- August 2026
- Regulatory assets under management went from $23,952,467,949 to $26,959,094,516 (+13%).
- Updated its list of owners and control persons (Schedule A).
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. Colchester Global Investors (CRD 110985): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/colchester-global-investors-london-110985