# Edgbaston Investment Partners

> 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.

- CRD: 148364
- Filed as: EDGBASTON INVESTMENT PARTNERS
- Legal name: Edgbaston Investment Partners LLP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: London, United Kingdom
- Filing period: October 2026
- Form ADV filing dated: June 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/148364
- AdvisorCensus page: https://advisorcensus.com/firm/edgbaston-investment-partners-london-148364

## Quick answers

**How is Edgbaston Investment Partners compensated?**
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.

**Where is Edgbaston Investment Partners located?**
Edgbaston Investment Partners' principal office is in London, United Kingdom, according to its Form ADV.

**Is Edgbaston Investment Partners registered with the SEC or a state?**
Edgbaston Investment Partners is an SEC-registered investment advisory firm, registered since 2010. Status as filed: Approved. CRD 148364.

**How much does Edgbaston Investment Partners manage?**
Edgbaston Investment Partners reports $944,229,448 in regulatory assets under management in its Form ADV filing dated June 29, 2026 (100% discretionary).

**How have Edgbaston Investment Partners' assets and staff changed since 2021?**
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.

**What types of clients does Edgbaston Investment Partners serve?**
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).

**Which custodians does Edgbaston Investment Partners use?**
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.

**Does Edgbaston Investment Partners 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/148364

**What changed in Edgbaston Investment Partners' recent Form ADV filings?**
In the July 2026 filing data: Employees performing advisory functions went from 5 to 4.

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- State Street

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: $944,229,448
- Discretionary: $944,229,448
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $625,780,751 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $318,448,697 |

### 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: 2010 (16 years)
- Employees: 11 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)
- [edgbastonip.com](https://edgbastonip.com)
- LinkedIn @edgbaston-investment-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,216,818,916 | 14 | June 17, 2021 |
| October 2022 | $1,218,709,408 | 14 | June 29, 2022 |
| October 2023 | $1,146,836,919 | 14 | June 16, 2023 |
| October 2024 | $1,068,327,106 | 12 | June 27, 2024 |
| October 2025 | $968,982,506 | 12 | June 27, 2025 |
| October 2026 | $944,229,448 | 11 | June 29, 2026 |

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.

## Changes in the filing (last 12 months)

### July 2026
- Employees performing advisory functions went from 5 to 4.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Edgbaston Investment Partners (CRD 148364): Form ADV filing data as of October 2026.