Overview
- Headquarters
- Richmond, VA
- Total Firm Assets
- $14.9 billion
- Average High-Net-Worth Client Portfolio Size
- $3.7 million
- Stated Minimum Account Size
- $10,000,000
Fee Disclosure
Source: LONDON FORM ADV - PART 2 (2025-03-19)
· View brochure text
Latest filing: LONDON FORM ADV - PART 2 (2026-03-23)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $100,000,000 | 1.00% |
| $100,000,001 | and above | Negotiable |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | Below minimum client size | |
| $5 million | Below minimum client size | |
| $10 million | $100,000 | 1.00% |
| $50 million | $500,000 | 1.00% |
| $100 million | $1,000,000 | 1.00% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 18.18%
- Number of High-Net-Worth Clients
- 736
- Total Client Accounts
- 6,122
- Discretionary Accounts
- 6,122
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients
Regulatory Filings
- SEC CRD Number
- 106654
- LONDON FORM ADV - PART 2 (2026-03-23) · View brochure text
- LONDON FORM ADV - PART 2 (2025-03-19) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗