{
  "crd_number": 312174,
  "slug": "islandbridge-capital-limited-london-greater-london-312174",
  "primary_business_name": "ISLANDBRIDGE CAPITAL LIMITED",
  "legal_name": "ISLANDBRIDGE CAPITAL LIMITED",
  "dbas": [],
  "city": "London, Greater London",
  "state": null,
  "country": "United Kingdom",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-04-23",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-03-25",
  "carried_forward": false,
  "raum_total": 1617409650.0,
  "raum_discretionary": 502970979.0,
  "raum_non_discretionary": 1114438671.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 16,
  "advisory_employees": 16,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 3754815.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 1389362429.0,
      "count": 22
    },
    "high_net_worth_individuals": {
      "raum": 224292406.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://ib-capital.com",
    "https://linkedin.com/company/islandbridge-capital"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/312174",
  "city_as_filed": "LONDON, GREATER LONDON",
  "url": "https://advisorcensus.com/firm/islandbridge-capital-limited-london-greater-london-312174",
  "display_name": "Islandbridge Capital Limited",
  "summary": "Islandbridge Capital Limited is an SEC-registered investment advisory firm in London, Greater London, United Kingdom, registered since 2021, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 25, 2026.",
  "citation": "AdvisorCensus. Islandbridge Capital Limited (CRD 312174): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Islandbridge Capital Limited compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Islandbridge Capital Limited reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees."
    },
    {
      "q": "How much does Islandbridge Capital Limited charge?",
      "a": "Its Form ADV Part 2A brochure dated March 25, 2026 states: Asset-based fee: up to 1% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Islandbridge Capital Limited located?",
      "a": "Islandbridge Capital Limited's principal office is in London, Greater London, United Kingdom, according to its Form ADV."
    },
    {
      "q": "Is Islandbridge Capital Limited registered with the SEC or a state?",
      "a": "Islandbridge Capital Limited is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 312174."
    },
    {
      "q": "How much does Islandbridge Capital Limited manage?",
      "a": "Islandbridge Capital Limited reports $1,617,409,650 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (31% discretionary)."
    },
    {
      "q": "How have Islandbridge Capital Limited's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Islandbridge Capital Limited: Regulatory assets under management: $737,146,401 in the October 2021 data and $1,617,409,650 in the October 2026 data, up 119%. Total employees: 9 in October 2021 and 16 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Islandbridge Capital Limited serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (22)."
    },
    {
      "q": "Which custodians does Islandbridge Capital Limited use?",
      "a": "Islandbridge Capital Limited's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Royal Bank of Canada (Channel Islands) Limited as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Islandbridge Capital Limited 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/312174"
    },
    {
      "q": "What changed in Islandbridge Capital Limited's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 13 to 16. Regulatory assets under management went from $1,054,881,782 to $1,617,409,650 (+53%). Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 737146401.0,
      "total_employees": 9,
      "filing_date": "2021-05-21"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 820873571.0,
      "total_employees": 8,
      "filing_date": "2022-09-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 926115084.0,
      "total_employees": 11,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 943224376.0,
      "total_employees": 14,
      "filing_date": "2024-03-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1054881782.0,
      "total_employees": 13,
      "filing_date": "2025-04-02"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1617409650.0,
      "total_employees": 16,
      "filing_date": "2026-03-25"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 13 to 16.",
        "Regulatory assets under management went from $1,054,881,782 to $1,617,409,650 (+53%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 25, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "1% of assets a year",
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 1% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "Islandbridge Capital Limited receives a management fee which is based on the percentage of a client’s assets under management, negotiated individually on a client by client basis and in a range up to 1%."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": 1.0,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Islandbridge Capital Limited receives a management fee which is based on the percentage of a client’s assets under management, negotiated individually on a client by client basis and in a range up to 1%."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Royal Bank of Canada (Channel Islands) Limited",
      "name_as_filed": "ROYAL BANK OF CANADA (CHANNEL ISLANDS) LIMITED",
      "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/islandbridge-capital-limited-london-greater-london-312174.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 22,
      "fewer_than_5": false,
      "raum": 1389362429.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": null,
      "fewer_than_5": true,
      "raum": 224292406.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 3754815.0
    }
  ],
  "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/312174",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}