AdvisorCensus / Financial advisors / S.W. Mitchell Capital LLP
S.W. Mitchell Capital LLP is an SEC-registered investment advisory firm in London, United Kingdom, registered since 2012, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated June 11, 2026.
Quick answers
From the filingHow is S.W. Mitchell Capital LLP compensated?
On its Form ADV (Item 5.E, October 2026), S.W. Mitchell Capital LLP reports these compensation arrangements: a percentage of assets under its management; performance-based fees.
Where is S.W. Mitchell Capital LLP located?
S.W. Mitchell Capital LLP's principal office is in London, United Kingdom, according to its Form ADV.
Is S.W. Mitchell Capital LLP registered with the SEC or a state?
S.W. Mitchell Capital LLP is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 163494.
How much does S.W. Mitchell Capital LLP manage?
S.W. Mitchell Capital LLP reports $3,131,104,109 in regulatory assets under management in its Form ADV filing dated June 11, 2026 (84% discretionary).
How have S.W. Mitchell Capital LLP's assets and staff changed since 2021?
In the Form ADV data for S.W. Mitchell Capital LLP: Regulatory assets under management: $1,171,322,732 in the October 2021 data and $3,131,104,109 in the October 2026 data, up 167%. Total employees: 6 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does S.W. Mitchell Capital LLP serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (8); charitable organizations (1); corporations or other businesses not listed above (1).
Which custodians does S.W. Mitchell Capital LLP use?
S.W. Mitchell Capital LLP's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists JP Morgan Private Bank and Royal Bank of Canada (Channel Islands) Limited as custodians holding 10% or more of its separately managed account assets.
Does S.W. Mitchell Capital LLP 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/163494
Does S.W. Mitchell Capital LLP state an account minimum?
Its Form ADV Part 2A brochure dated June 11, 2026 says: "The minimum investment for Private Accounts is generally $5 million."
What changed in S.W. Mitchell Capital LLP's recent Form ADV filings?
In the July 2026 filing data: Regulatory assets under management went from $1,955,925,976 to $3,131,104,109 (+60%). Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: $5,000,000
The brochure's wording
The minimum investment for Private Accounts is generally $5 million.
As stated in the firm's Form ADV Part 2A brochure dated June 11, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$3,131,104,109 as of October 2026, filing dated June 11, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
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
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2012 (13 years)
- Employees
- Total: 7. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
- Not reported.
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $3,131,104,109 | 7 | June 11, 2026 |
| October 2025 | $1,955,925,976 | 7 | May 14, 2025 |
| October 2024 | $1,946,102,399 | 5 | July 3, 2024 |
| October 2023 | $780,105,552 | 4 | July 3, 2023 |
| October 2022 | $939,320,632 | 4 | June 21, 2022 |
| October 2021 | $1,171,322,732 | 6 | June 10, 2021 |
Regulatory assets under management: $1,171,322,732 in the October 2021 data and $3,131,104,109 in the October 2026 data, up 167%.
Total employees: 6 in October 2021 and 7 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- July 2026
- Regulatory assets under management went from $1,955,925,976 to $3,131,104,109 (+60%).
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. S.W. Mitchell Capital LLP (CRD 163494): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/s-w-mitchell-capital-llp-london-163494