{
  "crd_number": 148364,
  "slug": "edgbaston-investment-partners-london-148364",
  "primary_business_name": "EDGBASTON INVESTMENT PARTNERS",
  "legal_name": "EDGBASTON INVESTMENT PARTNERS LLP",
  "dbas": [],
  "city": "London",
  "state": null,
  "country": "United Kingdom",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2010-05-20",
  "years_registered": 16,
  "period": "2026-10-01",
  "filing_date": "2026-06-29",
  "carried_forward": false,
  "raum_total": 944229448.0,
  "raum_discretionary": 944229448.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 11,
  "advisory_employees": 4,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "pension_profit_sharing": {
      "raum": 318448697.0,
      "count": 1,
      "fewer_than_5": true
    },
    "pooled_investment_vehicles": {
      "raum": 625780751.0,
      "count": 2
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://edgbastonip.com",
    "https://linkedin.com/company/edgbaston-investment-partners"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/148364",
  "city_as_filed": "LONDON",
  "url": "https://advisorcensus.com/firm/edgbaston-investment-partners-london-148364",
  "display_name": "Edgbaston Investment Partners",
  "summary": "Edgbaston Investment Partners is an SEC-registered investment advisory firm in London, United Kingdom, registered since 2010, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated June 29, 2026.",
  "citation": "AdvisorCensus. Edgbaston Investment Partners (CRD 148364): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Edgbaston Investment Partners compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Edgbaston Investment Partners reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Edgbaston Investment Partners located?",
      "a": "Edgbaston Investment Partners' principal office is in London, United Kingdom, according to its Form ADV."
    },
    {
      "q": "Is Edgbaston Investment Partners registered with the SEC or a state?",
      "a": "Edgbaston Investment Partners is an SEC-registered investment advisory firm, registered since 2010. Status as filed: Approved. CRD 148364."
    },
    {
      "q": "How much does Edgbaston Investment Partners manage?",
      "a": "Edgbaston Investment Partners reports $944,229,448 in regulatory assets under management in its Form ADV filing dated June 29, 2026 (100% discretionary)."
    },
    {
      "q": "How have Edgbaston Investment Partners' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Edgbaston Investment Partners: Regulatory assets under management: $1,216,818,916 in the October 2021 data and $944,229,448 in the October 2026 data, down 22%. Total employees: 14 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Edgbaston Investment Partners serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (2); pension and profit sharing plans (but not the plan participants or government pension plans) (1)."
    },
    {
      "q": "Which custodians does Edgbaston Investment Partners use?",
      "a": "Edgbaston Investment Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists State Street as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Edgbaston Investment Partners 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/148364"
    },
    {
      "q": "What changed in Edgbaston Investment Partners' recent Form ADV filings?",
      "a": "In the July 2026 filing data: Employees performing advisory functions went from 5 to 4."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1216818916.0,
      "total_employees": 14,
      "filing_date": "2021-06-17"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1218709408.0,
      "total_employees": 14,
      "filing_date": "2022-06-29"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1146836919.0,
      "total_employees": 14,
      "filing_date": "2023-06-16"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1068327106.0,
      "total_employees": 12,
      "filing_date": "2024-06-27"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 968982506.0,
      "total_employees": 12,
      "filing_date": "2025-06-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 944229448.0,
      "total_employees": 11,
      "filing_date": "2026-06-29"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Employees performing advisory functions went from 5 to 4."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "State Street",
      "name_as_filed": "STATE STREET",
      "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/edgbaston-investment-partners-london-148364.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 2,
      "fewer_than_5": false,
      "raum": 625780751.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 1,
      "fewer_than_5": true,
      "raum": 318448697.0
    }
  ],
  "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/148364",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}