SourcingSourcing

EDGBASTON INVESTMENT PARTNERS LLP

C46
CRD 148364·SEC 801-71397
AUM
$969.0M
$500M-$1B
Est. Revenue
$9.7M
@ 1% on AUM
Est. EBITDA
$2.9M
@ 30% margin
Est. Deal Value
$23.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
EDGBASTON INVESTMENT PARTNERS LLP
CRD
148364
SEC file #
801-71397
EIN
262697681
DBA names
Edgbaston Investment Partners

Economics

AUM
$969.0M
AUM band
$500M-$1B
AUM trajectory
'20'26
$2.61B → $969.0M▼ -63%
Client mix
Pooled Investment Vehicles2
Pension Profit Sharing Plans1

Operations

Employees (total)
12
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'20'26
5 advisors → 5 advisors▬ 0%
Primary office
—
Branches
—

Custodian & Brokerage

Primary custodian
Northern Trustlow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
06/27/2025
ADV-W filed at
—
Website
edgbastonip.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
EDGBASTON PARTNERS LIMITED
Top Owner Pct
87.5
Top Owner Entity Kind
FE
Owner Count
7
Control Persons
EDGBASTON PARTNERS LIMITED
ARRIGONI, GERALDINE, CHANTAL
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
EDGBASTONIP.COM
Rdap Domain Creation Date
2008-06-30T14:39:36Z
Rdap Firm Age Years
18
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
2
Form 5500 Total Compensation
144,355
Form 5500 Compensation Trajectory 3y
2025144,355
Form 5500 Plan Count Trajectory 3y
20252
Schedule C Total Compensation
144,355
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Cik
0001443541
Edgar Registered
Yes
Edgar Filing Count
15
Edgar First Filing Date
2008-09-23
Edgar Last Filing Date
2026-01-05
Edgar Form D Count
15
Edgar Form D Offerings
2026-01-052026-01-05 · 0000929638-26-000015
2021-12-032021-12-03 · 0001567619-21-021561

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Northern Trust10
E*trade4
State Street2
Equity Trust1
Edgar Addresses
Mailing
EDGBASTON INVESTMENT PARTNERS, INC.105 PICCADILLYLONDON, X0, W1J 7NJ
Business
EDGBASTON INVESTMENT PARTNERS, INC.105 PICCADILLYLONDON, X0, W1J 7NJ
Edgar EIN
262697681
Edgar Recent Filings
D/A2026-01-05 · 0000929638-26-000015
D/A2021-12-03 · 0001567619-21-021561
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-06-30T14:39:36Z
Rdap Domain Last Changed
2025-07-01T10:48:39Z
Rdap Nameservers
Ns57.domaincontrol.comNs58.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
Yes

People (6)

6
ARRIGONI, GERALDINE, CHANTAL
Executive Officer · 2.5%
8125687
FERNANDO, CHARU, LATA
Executive Officer · 2.5%
4346220
MYLES, MATTHEW, PAUL
Executive Officer · 2.5%
5783415
NICHOLS, SARAH, JANE
Executive Officer · 2.5%
5783421
SHEPHERD, STEPHEN, JAMES
Executive Officer · 2.5%
6938715
CHEUNG, RAYMOND, K
Executive Officer · 2.5%
5072825