Ilex Asset Management (Uk) LLP (London)


Ilex Asset Management (Uk) LLP is a large advisory firm based in London. It manages $115.86 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2005.

Ilex Asset Management (Uk) provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Ilex Asset Management (Uk): assets under management

The assets under management (AUM) of Ilex Asset Management (Uk) LLP is $115.86 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $115.86 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $57.93 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ilex Asset Management (Uk) LLP for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Ilex Asset Management (Uk) LLP

Ian Richard Brice Perkins has been acting as President since 1 Nov 2004. Simon Thorp has served as the Chief Investment Officer since 1 Jul 2003. David Jeffrey Meek joined the executive team most recently as the Partner.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Simon Thorp Partner/chief investment officer 1 Jul 2003 25% - 50% 2968327
James Arthur Sclater Partner 1 Jul 2003 Other 5072291
Alexander Gordon Catto Partner 1 Jul 2003 Other 5072294
Jonathan Stuart Quirk Partner 1 Jul 2003 Other 5072296
Cairnsea Investments Limited Partner 1 Jul 2003 Other foreign
Gareth David Roblin Partner/chief operating officer 1 Nov 2003 Other 2721884
Ian Richard Brice Perkins Partner/chairman 1 Nov 2004 Other 1460630
David Jeffrey Meek Partner 1 Apr 2005 25% - 50% 5072287

Indirect Owners

The SEC currently registers 3 indirect owners.

Name Entity Date acquired Ownership Employer ID
Lord Catto's Settlement Of 5/11/1976 Shareholder 1 Sep 1996 25% - 50% foreign
Christian M.Wagner & Interstock Anstalt A/C Lct No 2 Of 1963 Shareholder 1 Sep 1996 25% - 50% foreign
Christian M.Wagner & Interstock Anstalt A/C Lct No 1 Of 1959 Shareholder 1 Sep 1996 25% - 50% foreign

Based in London

The principal office where Ilex Asset Management (Uk) LLP performs its advisory services is located at 6 Cork Street, London, W1 S 3 Nx, 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 44-20-7734-5115 or by fax 44-20-7734-6611. The normal business hours are 0800-1730 gmt on Monday - Friday. You can find more information about the New York firm at www.ilexam.com.