# Vergent Asset Management

> 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.

- CRD: 290165
- Filed as: VERGENT ASSET MANAGEMENT
- Legal name: Vergent Asset Management LLP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: London, United Kingdom
- Filing period: October 2026
- Form ADV filing dated: June 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/290165
- AdvisorCensus page: https://advisorcensus.com/firm/vergent-asset-management-london-290165

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Minimum annual fee: None

> There is no minimum annual fee charged.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Citi Bank N.A.
- HSBC Saudi Arabia
- Riyad Capital

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,245,509,702
- Discretionary: $1,245,509,702
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $55,551,687 |
| Other investment advisers | Fewer than 5 | $752,403,125 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $437,554,890 |

### 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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 10 total, 10 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- vergent-am.cclgroup.com
- LinkedIn @vergentassetmanagementllp

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $102,783,630 | 8 | March 31, 2021 |
| October 2022 | $126,567,287 | 9 | March 24, 2022 |
| October 2023 | $231,980,716 | 9 | March 31, 2023 |
| October 2024 | $790,109,581 | 10 | March 28, 2024 |
| October 2025 | $1,185,760,070 | 10 | May 14, 2025 |
| October 2026 | $1,245,509,702 | 10 | June 26, 2026 |

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.

## Changes in the filing (last 12 months)

### July 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Vergent Asset Management (CRD 290165): Form ADV filing data as of October 2026.