AdvisorCensus / Financial advisors / The Analyst
The Analyst is an SEC-registered investment advisory firm in London, United Kingdom, registered since 2012, with no regulatory assets under management reported in its Form ADV filing dated July 1, 2026.
Quick answers
From the filingHow is The Analyst compensated?
On its Form ADV (Item 5.E, October 2026), The Analyst reports these compensation arrangements: hourly charges; subscription fees (for a newsletter or periodical); performance-based fees; other.
How much does The Analyst charge?
Its Form ADV Part 2A brochure dated July 1, 2026 states: Subscription: up to $62,000 a quarter (subscription fee). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is The Analyst located?
The Analyst's principal office is in London, United Kingdom, according to its Form ADV.
Is The Analyst registered with the SEC or a state?
The Analyst is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 164479.
How have The Analyst's assets and staff changed since 2021?
In the Form ADV data for The Analyst: Total employees: 21 in October 2021 and 18 in October 2026. Assets under management move with markets as well as with clients coming and going.
Does The Analyst 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/164479
What changed in The Analyst's recent Form ADV filings?
In the August 2026 filing data: Registered or notice-filed in CA.
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- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Performance-based fees
- Other
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 2ASubscription: up to $62,000 a quarter (subscription fee)
The brochure's wording
Typical subscription fees range up to $62,000 per quarter and are negotiated separately with each client, taking into account the nature of the level of service required by each client
As stated in the firm's Form ADV Part 2A brochure dated July 1, 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.FNot reported.
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.DNot reported.
A 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- Publication of periodicals or newsletters
- Other
Registration and firm details
Items 1, 2, 5- Legal name
- Analyst Alpha Generation Limited
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2012 (14 years)
- Employees
- Total: 18. Performing investment advisory functions: 10.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
2 states or jurisdictions
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 | Not reported | 18 | July 1, 2026 |
| October 2025 | Not reported | 19 | June 28, 2025 |
| October 2024 | Not reported | 21 | July 2, 2024 |
| October 2023 | Not reported | 22 | May 26, 2023 |
| October 2022 | Not reported | 21 | May 31, 2022 |
| October 2021 | Not reported | 21 | June 24, 2021 |
Total employees: 21 in October 2021 and 18 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- August 2026
- Registered or notice-filed in CA.
- July 2026
- Employees performing advisory functions went from 9 to 10.
- 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. The Analyst (CRD 164479): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/the-analyst-london-164479