# Colchester Global Investors

> 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.

- CRD: 110985
- Filed as: COLCHESTER GLOBAL INVESTORS
- Legal name: Colchester Global Investors Ltd
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: London, United Kingdom
- Filing period: October 2026
- Form ADV filing dated: July 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/110985
- AdvisorCensus page: https://advisorcensus.com/firm/colchester-global-investors-london-110985

## Quick answers

**How 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

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

### Custodians (Schedule D, Section 5.K(3))
- Brown Brothers Harriman & Co.
- HSBC Bank PLC
- Northern Trust
- State Street Bank and 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: $26,959,094,516
- Discretionary: $26,959,094,516
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 3 | $500,588,293 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 49 | $14,114,495,443 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 16 | $5,622,708,873 |
| Charitable organizations | 3 | $563,542,755 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 1 | $400,514,842 |
| Insurance companies | 2 | $919,922,553 |
| Sovereign wealth funds and foreign official institutions | 1 | $4,226,892,735 |
| Corporations or other businesses not listed above | 3 | $610,429,022 |
| Other | 0 | $0 |

### 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

### Firm details
- Registered since: 2000 (26 years)
- Employees: 50 total, 5 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)
- [colchesterglobal.com](https://colchesterglobal.com)
- LinkedIn @Colchester

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $33,845,303,981 | 62 | July 29, 2021 |
| October 2022 | $27,424,023,369 | 57 | July 18, 2022 |
| October 2023 | $28,499,633,781 | 55 | July 3, 2023 |
| October 2024 | $21,926,634,504 | 54 | July 26, 2024 |
| October 2025 | $23,952,467,949 | 56 | July 25, 2025 |
| October 2026 | $26,959,094,516 | 50 | July 29, 2026 |

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.

## 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Colchester Global Investors (CRD 110985): Form ADV filing data as of October 2026.
