Victoria Capital (Uk) Ltd (London)

Victoria Capital (Uk) Ltd is a large advisory firm based in London. It manages $48 million of regulatory assets for 20 client accounts. It has been registered with the SEC as an adviser since 2006.

Victoria Capital (Uk) provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Victoria Capital (Uk): assets under management

The assets under management (AUM) of Victoria Capital (Uk) Ltd is $48 million. The firm's AUM has gone down by -47% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $24 million in discretionary accounts and $24 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.4 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.4 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Victoria Capital (Uk) Ltd for their services and products based on a percentage of assets under management, hourly charges, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Victoria Capital (Uk) Ltd

Inno Gerard Van Den Berg has served as the Chief Investment Officer since 1 Apr 2004 and Phillip Kenneth Russell is the Chief Executive Officer of Victoria Capital (Uk) Ltd family office. Victoria Capital Group Limited joined the executive team most recently as the Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inno Gerard Van Den Berg	Chief investment officer	1 Apr 2004	Other	5141982
Victoria Capital Limited	Shareholder	1 Aug 2004	50% - 75%	*
Victoria Capital (Bvi) Limited	Shareholder	1 Aug 2004	50% - 75%	*
Phillip Kenneth Russell	Chief executive officer/chief compliance officer	1 Oct 2005	Other	5141978

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Victoria Capital Group Limited	Shareholder	1 Mar 2006	75% - 100%	*
Victoria Capital Trust	Trustee	1 Mar 2006	75% - 100%	*

Based in London

The principal office where Victoria Capital (Uk) Ltd performs its advisory services is located at 3 Rd Floor, London, W1 S 3 At, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number +44 20 7734 2007 or by fax +44 20 7494 2115. The normal business hours are 08:30 to 17:30 on Monday - Friday.