{
  "crd_number": 164479,
  "slug": "the-analyst-london-164479",
  "primary_business_name": "THE ANALYST",
  "legal_name": "ANALYST ALPHA GENERATION LIMITED",
  "dbas": [],
  "city": "London",
  "state": null,
  "country": "United Kingdom",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2012-06-15",
  "years_registered": 14,
  "period": "2026-10-01",
  "filing_date": "2026-07-01",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 18,
  "advisory_employees": 10,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [
    "hourly",
    "other",
    "performance_based",
    "subscription"
  ],
  "advisory_activities": [
    "other",
    "periodicals_newsletters"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "NY"
  ],
  "websites": [
    "https://linkedin.com/company/the-analyst---independent-equity-research",
    "https://theanalyst.co.uk",
    "https://twitter.com/needtheanalyst"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/164479",
  "city_as_filed": "LONDON",
  "url": "https://advisorcensus.com/firm/the-analyst-london-164479",
  "display_name": "The Analyst",
  "summary": "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.",
  "citation": "AdvisorCensus. The Analyst (CRD 164479): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "Hourly charges",
    "Subscription fees (for a newsletter or periodical)",
    "Performance-based fees",
    "Other"
  ],
  "advisory_activity_labels": [
    "Publication of periodicals or newsletters",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is The Analyst compensated?",
      "a": "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."
    },
    {
      "q": "How much does The Analyst charge?",
      "a": "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."
    },
    {
      "q": "Where is The Analyst located?",
      "a": "The Analyst's principal office is in London, United Kingdom, according to its Form ADV."
    },
    {
      "q": "Is The Analyst registered with the SEC or a state?",
      "a": "The Analyst is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 164479."
    },
    {
      "q": "How have The Analyst's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "Does The Analyst 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/164479"
    },
    {
      "q": "What changed in The Analyst's recent Form ADV filings?",
      "a": "In the August 2026 filing data: Registered or notice-filed in CA."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 21,
      "filing_date": "2021-06-24"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 21,
      "filing_date": "2022-05-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 22,
      "filing_date": "2023-05-26"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 21,
      "filing_date": "2024-07-02"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 19,
      "filing_date": "2025-06-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 18,
      "filing_date": "2026-07-01"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Registered or notice-filed in CA."
      ]
    },
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Employees performing advisory functions went from 9 to 10.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated July 1, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Subscription: up to $62,000 a quarter (subscription fee)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: up to $62,000 a quarter (subscription fee)"
        ],
        "quotes": [
          "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"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "subscription",
          "amount": null,
          "min": null,
          "max": 62000.0,
          "period": "quarterly",
          "service": "subscription fee"
        }
      ]
    },
    "quotes": [
      "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"
    ],
    "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/the-analyst-london-164479.md",
  "clients": [],
  "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/164479",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}