{
  "crd_number": 293524,
  "slug": "sephira-investment-advisors-uk-limited-london-293524",
  "primary_business_name": "SEPHIRA INVESTMENT ADVISORS (UK) LIMITED",
  "legal_name": "SEPHIRA INVESTMENT ADVISORS (UK) LIMITED",
  "dbas": [],
  "city": "London",
  "state": null,
  "country": "United Kingdom",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-03-05",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-06-29",
  "carried_forward": false,
  "raum_total": 208679495.0,
  "raum_discretionary": 208679495.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 7,
  "advisory_employees": 5,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 208679495.0,
      "count": 2
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://sephira-em.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/293524",
  "city_as_filed": "LONDON",
  "url": "https://advisorcensus.com/firm/sephira-investment-advisors-uk-limited-london-293524",
  "display_name": "Sephira Investment Advisors (UK) Limited",
  "summary": "Sephira Investment Advisors (UK) Limited is an SEC-registered investment advisory firm in London, United Kingdom, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 29, 2026.",
  "citation": "AdvisorCensus. Sephira Investment Advisors (UK) Limited (CRD 293524): 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)"
  ],
  "quick_answers": [
    {
      "q": "How is Sephira Investment Advisors (UK) Limited compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Sephira Investment Advisors (UK) Limited reports these compensation arrangements: a percentage of assets under its management; performance-based fees."
    },
    {
      "q": "How much does Sephira Investment Advisors (UK) Limited charge?",
      "a": "Its Form ADV Part 2A brochure dated June 29, 2026 states: Asset-based fee: 0.625% to 1.25% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Sephira Investment Advisors (UK) Limited located?",
      "a": "Sephira Investment Advisors (UK) Limited's principal office is in London, United Kingdom, according to its Form ADV."
    },
    {
      "q": "Is Sephira Investment Advisors (UK) Limited registered with the SEC or a state?",
      "a": "Sephira Investment Advisors (UK) Limited is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 293524."
    },
    {
      "q": "How much does Sephira Investment Advisors (UK) Limited manage?",
      "a": "Sephira Investment Advisors (UK) Limited reports $208,679,495 in regulatory assets under management in its Form ADV filing dated June 29, 2026 (100% discretionary)."
    },
    {
      "q": "How have Sephira Investment Advisors (UK) Limited's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Sephira Investment Advisors (UK) Limited: Regulatory assets under management: $75,512,258 in the October 2021 data and $208,679,495 in the October 2026 data, up 176%. Total employees: 7 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 Sephira Investment Advisors (UK) Limited serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (2)."
    },
    {
      "q": "Does Sephira Investment Advisors (UK) 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/293524"
    },
    {
      "q": "What changed in Sephira Investment Advisors (UK) Limited's recent Form ADV filings?",
      "a": "In the July 2026 filing data: Regulatory assets under management went from $124,203,744 to $208,679,495 (+68%). Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 75512258.0,
      "total_employees": 7,
      "filing_date": "2021-09-17"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 115390126.0,
      "total_employees": 8,
      "filing_date": "2022-06-29"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 113053250.0,
      "total_employees": 8,
      "filing_date": "2023-06-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 66806500.0,
      "total_employees": 8,
      "filing_date": "2024-06-27"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 124203744.0,
      "total_employees": 7,
      "filing_date": "2025-06-30"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 208679495.0,
      "total_employees": 7,
      "filing_date": "2026-06-29"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Regulatory assets under management went from $124,203,744 to $208,679,495 (+68%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated June 29, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.625% to 1.25% a year",
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.625% to 1.25% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "The Fee will range from 0.625% to 1.25%"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.625,
        1.25
      ],
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "The Fee will range from 0.625% to 1.25%"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/sephira-investment-advisors-uk-limited-london-293524.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 2,
      "fewer_than_5": false,
      "raum": 208679495.0
    }
  ],
  "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/293524",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}