# Phoenix Asset Management Partners Limited

> Phoenix Asset Management Partners Limited is an SEC-registered investment advisory firm in London, United Kingdom, registered since 2016, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated June 29, 2026.

- CRD: 284936
- Filed as: PHOENIX ASSET MANAGEMENT PARTNERS LIMITED
- 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/284936
- AdvisorCensus page: https://advisorcensus.com/firm/phoenix-asset-management-partners-limited-london-284936

## Quick answers

**How is Phoenix Asset Management Partners Limited compensated?**
On its Form ADV (Item 5.E, October 2026), Phoenix Asset Management Partners Limited reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Phoenix Asset Management Partners Limited located?**
Phoenix Asset Management Partners Limited's principal office is in London, United Kingdom, according to its Form ADV.

**Is Phoenix Asset Management Partners Limited registered with the SEC or a state?**
Phoenix Asset Management Partners Limited is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 284936.

**How much does Phoenix Asset Management Partners Limited manage?**
Phoenix Asset Management Partners Limited reports $2,401,901,363 in regulatory assets under management in its Form ADV filing dated June 29, 2026 (100% discretionary).

**How have Phoenix Asset Management Partners Limited's assets and staff changed since 2021?**
In the Form ADV data for Phoenix Asset Management Partners Limited: Regulatory assets under management: $1,671,370,145 in the October 2021 data and $2,401,901,363 in the October 2026 data, up 44%. Total employees: 18 in October 2021 and 20 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Phoenix Asset Management Partners Limited serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (8).

**Which custodians does Phoenix Asset Management Partners Limited use?**
Phoenix Asset Management Partners Limited's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists The Northern Trust Company and JP Morgan Chase as custodians holding 10% or more of its separately managed account assets.

**Does Phoenix Asset Management Partners Limited 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/284936

**What changed in Phoenix Asset Management Partners Limited's recent Form ADV filings?**
In the July 2026 filing data: Regulatory assets under management went from $1,885,200,654 to $2,401,901,363 (+27%).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- The Northern Trust Company
- JP Morgan Chase

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: $2,401,901,363
- Discretionary: $2,401,901,363
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | Fewer than 5 | $2,665,545 |
| Pooled investment vehicles (other than investment companies and business development companies) | 8 | $2,390,422,422 |
| Charitable organizations | Fewer than 5 | $8,813,396 |

### 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
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2016 (10 years)
- Employees: 20 total, 9 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)
- auroraukalpha.com
- pamp.co.uk
- phoenixassetmanagement.com
- LinkedIn @phoenix-asset-management-partners-ltd-pamp-
- X @PHOENIXPAMP

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,671,370,145 | 18 | June 29, 2021 |
| October 2022 | $1,777,165,063 | 23 | July 8, 2022 |
| October 2023 | $1,588,792,013 | 26 | June 16, 2023 |
| October 2024 | $1,885,200,654 | 28 | September 16, 2024 |
| October 2025 | $1,885,200,654 | 19 | June 26, 2025 |
| October 2026 | $2,401,901,363 | 20 | June 29, 2026 |

Regulatory assets under management: $1,671,370,145 in the October 2021 data and $2,401,901,363 in the October 2026 data, up 44%.
Total employees: 18 in October 2021 and 20 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Regulatory assets under management went from $1,885,200,654 to $2,401,901,363 (+27%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Phoenix Asset Management Partners Limited (CRD 284936): Form ADV filing data as of October 2026.