# 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.

- CRD: 164479
- Filed as: THE ANALYST
- Legal name: Analyst Alpha Generation Limited
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: London, United Kingdom
- Filing period: October 2026
- Form ADV filing dated: July 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/164479
- AdvisorCensus page: https://advisorcensus.com/firm/the-analyst-london-164479

## Quick answers

**How 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

### Compensation (Item 5.E)
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Performance-based fees
- Other

### Fees and minimums (Form ADV Part 2A brochure dated July 1, 2026)

- Subscription: up to $62,000 a quarter (subscription fee)

> 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 brochure. Fees can differ by service and may be negotiable.

### Advisory services (Item 5.G)
- Publication of periodicals or newsletters
- Other

### Firm details
- Registered since: 2012 (14 years)
- Employees: 18 total, 10 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- theanalyst.co.uk
- LinkedIn @the-analyst---independent-equity-research
- X @needtheanalyst

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | 21 | June 24, 2021 |
| October 2022 | Not reported | 21 | May 31, 2022 |
| October 2023 | Not reported | 22 | May 26, 2023 |
| October 2024 | Not reported | 21 | July 2, 2024 |
| October 2025 | Not reported | 19 | June 28, 2025 |
| October 2026 | Not reported | 18 | July 1, 2026 |

Total employees: 21 in October 2021 and 18 in October 2026.

## 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Analyst (CRD 164479): Form ADV filing data as of October 2026.