# 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.

- CRD: 163494
- Filed as: S.W. MITCHELL CAPITAL LLP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: London, United Kingdom
- Filing period: October 2026
- Form ADV filing dated: June 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/163494
- AdvisorCensus page: https://advisorcensus.com/firm/s-w-mitchell-capital-llp-london-163494

## Quick answers

**How 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

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

### Fees and minimums (Form ADV Part 2A brochure dated June 11, 2026)

- Account minimum: $5,000,000

> The minimum investment for Private Accounts is generally $5 million.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- JP Morgan Private Bank
- Royal Bank of Canada (Channel Islands) Limited

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: $3,131,104,109
- Discretionary: $2,616,704,579
- Non-discretionary: $514,399,530

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | Not reported |
| High net worth individuals | 0 | Not reported |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 8 | $3,092,028,092 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 1 | $17,847,849 |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 1 | $21,228,168 |
| Other | 0 | Not reported |

### 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: 2012 (13 years)
- Employees: 7 total, 2 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)
- swmitchellcapital.com
- LinkedIn @s.w.-mitchell-capital-llp
- X @SWMCapital

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,171,322,732 | 6 | June 10, 2021 |
| October 2022 | $939,320,632 | 4 | June 21, 2022 |
| October 2023 | $780,105,552 | 4 | July 3, 2023 |
| October 2024 | $1,946,102,399 | 5 | July 3, 2024 |
| October 2025 | $1,955,925,976 | 7 | May 14, 2025 |
| October 2026 | $3,131,104,109 | 7 | June 11, 2026 |

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.

## 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. S.W. Mitchell Capital LLP (CRD 163494): Form ADV filing data as of October 2026.