AdvisorCensus / Financial advisors / Vergent Asset Management
Vergent Asset Management
Filed as VERGENT ASSET MANAGEMENT · Legal name Vergent Asset Management LLP
Vergent Asset Management is an SEC-registered investment advisory firm in London, United Kingdom, registered since 2021, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated June 26, 2026.
Quick answers
From the filingHow is Vergent Asset Management compensated?
On its Form ADV (Item 5.E, October 2026), Vergent Asset Management reports these compensation arrangements: a percentage of assets under its management; performance-based fees.
Where is Vergent Asset Management located?
Vergent Asset Management's principal office is in London, United Kingdom, according to its Form ADV.
Is Vergent Asset Management registered with the SEC or a state?
Vergent Asset Management is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 290165.
How much does Vergent Asset Management manage?
Vergent Asset Management reports $1,245,509,702 in regulatory assets under management in its Form ADV filing dated June 26, 2026 (100% discretionary).
How have Vergent Asset Management's assets and staff changed since 2021?
In the Form ADV data for Vergent Asset Management: Regulatory assets under management: $102,783,630 in the October 2021 data and $1,245,509,702 in the October 2026 data, up 1112%. Total employees: 8 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Vergent Asset Management serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (2).
Which custodians does Vergent Asset Management use?
Vergent Asset Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Citi Bank N.A., HSBC Saudi Arabia and Riyad Capital as custodians holding 10% or more of its separately managed account assets.
Does Vergent Asset Management 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/290165
What changed in Vergent Asset Management's recent Form ADV filings?
In the July 2026 filing data: Updated its list of owners and control persons (Schedule A).
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- A percentage of assets under your management
- Performance-based fees
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 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Minimum annual fee: None
The brochure's wording
There is no minimum annual fee charged.
As stated in the firm's Form ADV Part 2A brochure dated March 31, 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.F$1,245,509,702 as of October 2026, filing dated June 26, 2026.
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.DA 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- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Legal name
- Vergent Asset Management LLP
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2021 (5 years)
- Employees
- Total: 10. Performing investment advisory functions: 10.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
- Not reported.
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 | $1,245,509,702 | 10 | June 26, 2026 |
| October 2025 | $1,185,760,070 | 10 | May 14, 2025 |
| October 2024 | $790,109,581 | 10 | March 28, 2024 |
| October 2023 | $231,980,716 | 9 | March 31, 2023 |
| October 2022 | $126,567,287 | 9 | March 24, 2022 |
| October 2021 | $102,783,630 | 8 | March 31, 2021 |
Regulatory assets under management: $102,783,630 in the October 2021 data and $1,245,509,702 in the October 2026 data, up 1112%.
Total employees: 8 in October 2021 and 10 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- July 2026
- 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. Vergent Asset Management (CRD 290165): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/vergent-asset-management-london-290165