{
  "crd_number": 163494,
  "slug": "s-w-mitchell-capital-llp-london-163494",
  "primary_business_name": "S.W. MITCHELL CAPITAL LLP",
  "legal_name": "S.W. MITCHELL CAPITAL LLP",
  "dbas": [],
  "city": "London",
  "state": null,
  "country": "United Kingdom",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2012-10-12",
  "years_registered": 13,
  "period": "2026-10-01",
  "filing_date": "2026-06-11",
  "carried_forward": false,
  "raum_total": 3131104109.0,
  "raum_discretionary": 2616704579.0,
  "raum_non_discretionary": 514399530.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 7,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": null,
      "count": 0
    },
    "charitable": {
      "raum": 17847849.0,
      "count": 1,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": null,
      "count": 0
    },
    "banking_thrift": {
      "raum": null,
      "count": 0
    },
    "state_municipal": {
      "raum": null,
      "count": 0
    },
    "insurance_companies": {
      "raum": null,
      "count": 0
    },
    "investment_companies": {
      "raum": null,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": null,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": null,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": null,
      "count": 0
    },
    "pooled_investment_vehicles": {
      "raum": 3092028092.0,
      "count": 8
    },
    "corporations_other_businesses": {
      "raum": 21228168.0,
      "count": 1,
      "fewer_than_5": true
    },
    "business_development_companies": {
      "raum": null,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": null,
      "count": 0
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://linkedin.com/company/s.w.-mitchell-capital-llp",
    "https://swmitchellcapital.com",
    "https://x.com/SWMCapital"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/163494",
  "city_as_filed": "LONDON",
  "url": "https://advisorcensus.com/firm/s-w-mitchell-capital-llp-london-163494",
  "display_name": "S.W. Mitchell Capital LLP",
  "summary": "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.",
  "citation": "AdvisorCensus. S.W. Mitchell Capital LLP (CRD 163494): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "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 S.W. Mitchell Capital LLP compensated?",
      "a": "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."
    },
    {
      "q": "Where is S.W. Mitchell Capital LLP located?",
      "a": "S.W. Mitchell Capital LLP's principal office is in London, United Kingdom, according to its Form ADV."
    },
    {
      "q": "Is S.W. Mitchell Capital LLP registered with the SEC or a state?",
      "a": "S.W. Mitchell Capital LLP is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 163494."
    },
    {
      "q": "How much does S.W. Mitchell Capital LLP manage?",
      "a": "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)."
    },
    {
      "q": "How have S.W. Mitchell Capital LLP's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does S.W. Mitchell Capital LLP serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does S.W. Mitchell Capital LLP use?",
      "a": "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."
    },
    {
      "q": "Does S.W. Mitchell Capital LLP 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/163494"
    },
    {
      "q": "Does S.W. Mitchell Capital LLP state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated June 11, 2026 says: \"The minimum investment for Private Accounts is generally $5 million.\""
    },
    {
      "q": "What changed in S.W. Mitchell Capital LLP's recent Form ADV filings?",
      "a": "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)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1171322732.0,
      "total_employees": 6,
      "filing_date": "2021-06-10"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 939320632.0,
      "total_employees": 4,
      "filing_date": "2022-06-21"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 780105552.0,
      "total_employees": 4,
      "filing_date": "2023-07-03"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1946102399.0,
      "total_employees": 5,
      "filing_date": "2024-07-03"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1955925976.0,
      "total_employees": 7,
      "filing_date": "2025-05-14"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 3131104109.0,
      "total_employees": 7,
      "filing_date": "2026-06-11"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "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)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated June 11, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$5,000,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $5,000,000"
        ],
        "quotes": [
          "The minimum investment for Private Accounts is generally $5 million."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 5000000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "The minimum investment for Private Accounts is generally $5 million."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "JP Morgan Private Bank",
      "name_as_filed": "JP MORGAN PRIVATE BANK",
      "affiliated": false
    },
    {
      "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/s-w-mitchell-capital-llp-london-163494.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 8,
      "fewer_than_5": false,
      "raum": 3092028092.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": true,
      "raum": 17847849.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 1,
      "fewer_than_5": true,
      "raum": 21228168.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    }
  ],
  "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/163494",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}