Eschler Asset Management provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and portfolio management for institutions. The firm advises 9 private funds.
Eschler Asset Management reports 40 clients. They include 17 high-net-worth individuals, 13 investment companies and 9 pooled investment vehicles. Of its assets, 100.0% ($588M across 40 accounts) are managed with discretion. Of its clients, 97% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 43% | 3% |
| Investment companies | 33% | 7% |
| Pooled investment vehicles | 23% | 85% |
| Charitable organizations | 3% | 5% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 17 | $18M | 3.1% | $1.06M |
| Investment companies | 13 | $40.1M | 6.8% | $3.09M |
| Pooled investment vehicles | 9 | $503M | 85.5% | $55.8M |
| Charitable organizations | 1 | $27.5M | 4.7% | $27.5M |
| Total | 40 | $588M | 100% | $14.7M |
- Clients
- 17
- Regulatory AUM
- $18M
- AUM share
- 3.1%
- Avg. per client
- $1.06M
- Clients
- 13
- Regulatory AUM
- $40.1M
- AUM share
- 6.8%
- Avg. per client
- $3.09M
- Clients
- 9
- Regulatory AUM
- $503M
- AUM share
- 85.5%
- Avg. per client
- $55.8M
- Clients
- 1
- Regulatory AUM
- $27.5M
- AUM share
- 4.7%
- Avg. per client
- $27.5M
Total
- Clients
- 40
- Regulatory AUM
- $588M
- AUM share
- 100%
- Avg. per client
- $14.7M
- Clients outside the U.S.
- 97%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 9
Eschler Asset Management is paid through a percentage of assets under management and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
Theron Ris owns 75% or more of Eschler Asset Management. It has 40 employees, 25 of them in advisory roles.
Leadership
- Matthew AnthonyMember
- John Pryce-RobertsonMember
- Theron RisManaging Partner
Staff
- 40 employees
- 25 in advisory functions
- Owns 75% or more of Eschler Asset Management LLP
Theron Ris
Control person · since July 2009
- Owns 10% to 25% of Eschler Asset Management LLP
Ripa Holdings Sarl
since January 2023
- Owns 75% or more of Ripa Holdings Sarl
Jerker Johansson
since December 2017
- Owns 5% to 10% of Eschler Asset Management LLP
John Pryce-Robertson
Control person · since January 2023
- Owns 5% to 10% of Eschler Asset Management LLP
Matthew Anthony
since August 2019
Eschler Asset Management’s regulatory assets went from $571M (June 2021) to $588M (July 2026); clients fell from 61 to 40 and employees rose from 9 to 40.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $588M | 40 | 40 | 11 |
| June 2025 | $497M | 93 | 41 | 13 |
| June 2024 | $453M | 80 | 39 | 8 |
| June 2023 | $438M | 97 | 31 | 7 |
| May 2022 | $461M | 67 | 13 | 5 |
| June 2021 | $571M | 61 | 9 | 5 |
Besides its headquarters, Eschler Asset Management has 10 offices, with 11 listed addresses outside the U.S..
International offices
- 13 HEATH HURST ROAD, LONDON, NW3 2RU, United Kingdom
- 6 QUERIPEL HOUSE, LONDON, SW3 4LY, United Kingdom
- 3RD FLOOR, LONDON, W1W 6XB, United Kingdom
- 85 GREAT PORTLAND STREET, LONDON, W1W 7LT, United Kingdom
- 10 SOUTH WORPLE WAY, LONDON, SW14 8ST, United Kingdom
- 21 DUKES AVENUE, LONDON, W4 2AA, United Kingdom
- 1 CORNHILL, LONODN, EC3V 3ND, United Kingdom
- 25 HORSELL ROAD, LONDON, N5 1XL, United Kingdom
- 56 CECILE PARK, LONDON, N8 9AU, United Kingdom
- UNIT 13, LONDON, SW14 8SN, United Kingdom
Other business names
Eschler Asset Management has reported 12 other business names to the SEC.
- Acmr Capital Management LTD
- Allermuir Capital Limited
- Arr Investment Partners LTD
- Borletti Management Limited
- Colebrooke Partners IM Limited
- Derby Street Managers Limited
- Greenlane Investment Management LTD
- New Mark Advisors Limited
- Sloane Robinson LLP
- Sorengo Partners LTD
- Thornvale Capital LTD
- Toho Capital Management LLP
Contact and registration details
- Legal name
- Eschler Asset Management LLP
- Headquarters
- 6th Floor, 9 Argyll Street, London, United Kingdom W1F 7TG
- Website
- eschlerasset.com
- Phone
- 447775824595
- @eschler-asset-management-llp
- SEC file
- 801-120071
- Structure
- limited liability partnership organized in United Kingdom
- Fiscal year end
- March
Eschler Asset Management uses Interactive Brokers ($22.9M, 54%) and UBS Ag ($19.8M, 46%) as custodians for its separately managed accounts. Eschler Asset Management does not have custody of client assets.
- Interactive BrokersInteractive Brokers U.k. Limited · London · $22.9M54%
- UBS AgUBS Ag · London · $19.8M46%
At year end, Eschler Asset Management’s separately managed accounts were mostly in stocks (80%) and cash (10%). Its reported 13F holdings for the quarter ended 30 June 2026 total $56.2M across 34 positions; the largest are Vanguard Star Fds (9.5%), Vanguard Index Fds (9.2%) and Alphabet Inc. (9.1%).
What the accounts hold
- Stocks80%
- Cash10%
- Other10%
- Derivatives10%
Reported 13F holdings
- $56.2M
- Reported 13F value
- 34
- Positions
- 66.3%
- In the 10 largest
- −44.0%
- Value vs. prior quarter
- Vanguard Star Fds · VG TL Intl Stk F9.5%
- Vanguard Index Fds · S&P 500 ETF Shs9.2%
- Alphabet Inc. · Cap Stk CL C9.1%
- iShares TR · US Aer Def ETF8.9%
- Kaspi KZ Jsc · Sponsored ADS5.9%
- Meta Platforms Inc. · CL A5.4%
- Vanguard Scottsdale Fds · Short Term Treas5.0%
- Taiwan Semiconductor Manufac · Sponsored ADS4.5%
- Sandisk Corp.4.5%
- Select Sector SPDR TR · ST Str Indl ETF4.3%
Together, the ten largest are 66.3% of reported value.
How many clients does Eschler Asset Management have?
Eschler Asset Management has 40 clients and manages $588 million for them, as of July 2026. They include 17 high-net-worth individuals, 13 investment companies and 9 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 2 July 2026
What services does Eschler Asset Management offer?
Eschler Asset Management provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Eschler Asset Management use?
Eschler Asset Management’s separately managed account assets are held at Interactive Brokers U.k. Limited (London), with $22.9M and UBS Ag (London), with $19.8M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 2 July 2026
How many financial advisors does Eschler Asset Management have?
Eschler Asset Management has 0 investment adviser representatives registered with state securities authorities, out of 40 employees, and 25 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Eschler Asset Management invest in?
At the end of its last fiscal year, Eschler Asset Management’s separately managed accounts held 80% exchange-traded equities, 10% derivatives and 10% cash and equivalents. It advises 9 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Eschler Asset Management?
Eschler Asset Management is owned through a holding company by Jerker Johansson. Its direct owners are John Pryce-Robertson (5% to 10%), Ripa Holdings Sarl (10% to 25%), Theron Ris (75% or more) and Matthew Anthony (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 2 July 2026
How does Eschler Asset Management get paid?
Eschler Asset Management is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Eschler Asset Management?
Eschler Asset Management’s main office is at 6th Floor, 9 Argyll Street, London, United Kingdom W1F 7TG. Its phone number is 447775824595. Its website is eschlerasset.com.