{"url":"https://nivawealth.com/firms/eschler-asset-management-311807","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/311807","regulatoryAum":588145437,"crd":"311807","history":[{"filedOn":"2021-06-30","regulatoryAum":571051276,"clients":61,"employees":9,"offices":5},{"filedOn":"2022-05-11","regulatoryAum":460727083,"clients":67,"employees":13,"offices":5},{"filedOn":"2023-06-29","regulatoryAum":437723107,"clients":97,"employees":31,"offices":7},{"filedOn":"2024-06-28","regulatoryAum":452579462,"clients":80,"employees":39,"offices":8},{"filedOn":"2025-06-30","regulatoryAum":497216850,"clients":93,"employees":41,"offices":13},{"filedOn":"2026-07-02","regulatoryAum":588145437,"clients":40,"employees":40,"offices":11}],"secFileNumber":"801-120071","legalName":"Eschler Asset Management LLP","displayName":"Eschler Asset Management","slug":"eschler-asset-management-311807","website":"https://eschlerasset.com/","classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"linkedinUrl":"https://www.linkedin.com/company/eschler-asset-management-llp","founded":null,"organization":"limited liability partnership organized in United Kingdom","fiscalYearEnd":"March","headquarters":{"street":"6th Floor, 9 Argyll Street","city":"London","state":"","stateName":"","country":"United Kingdom","postalCode":"W1F 7TG"},"tradeNames":["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"],"registration":{"secApproved":"12 January 2021","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1056639.6470588236,"staff":{"employees":40,"advisory":25,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":588145437,"discretionary":588145437,"discretionaryAccounts":40,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":97,"nonAumClients":0},"clientTypes":[{"label":"High-net-worth individuals","clients":17,"regulatoryAum":17962874},{"label":"Investment companies","clients":13,"regulatoryAum":40126360},{"label":"Pooled investment vehicles","clients":9,"regulatoryAum":502583596},{"label":"Charitable organizations","clients":1,"regulatoryAum":27472607}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[{"name":"Interactive Brokers U.k. Limited","shortName":"Interactive Brokers","location":"London","smaAssets":22941760},{"name":"UBS Ag","shortName":"UBS Ag","location":"London","smaAssets":19823300}],"custodyNote":"Eschler Asset Management does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Matthew Anthony","title":"Member","crd":"6782902"},{"name":"John Pryce-Robertson","title":"Member","crd":"7316534"},{"name":"Theron Ris","title":"Managing Partner","crd":"7317488"}],"ownership":[{"label":"John Pryce-Robertson","detail":"Member in the 5% to 10% ownership band and a control person, since January 2023."},{"label":"Ripa Holdings Sarl","detail":"Member in the 10% to 25% ownership band, since January 2023."},{"label":"Theron Ris","detail":"Managing partner in the 75% or more ownership band and a control person, since July 2009."},{"label":"Matthew Anthony","detail":"Member in the 5% to 10% ownership band, since August 2019."},{"label":"Jerker Johansson","detail":"Indirect owner: a shareholder of Ripa Holdings Sarl in the 75% or more band, since December 2017.","parent":"Ripa Holdings Sarl"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":10,"privateResidences":0},"listedOfficeAddresses":11,"foreignOffices":[{"city":"LONDON","country":"United Kingdom","postalCode":"NW3 2RU","street":"13 HEATH HURST ROAD","display":{"city":"LONDON","region":null,"postalCode":"NW3 2RU","ruleVersion":"office-display-1"}},{"city":"LONDON","country":"United Kingdom","postalCode":"SW3 4LY","street":"6 QUERIPEL HOUSE","display":{"city":"LONDON","region":null,"postalCode":"SW3 4LY","ruleVersion":"office-display-1"}},{"city":"LONDON","country":"United Kingdom","postalCode":"W1W 6XB","street":"3RD FLOOR","display":{"city":"LONDON","region":null,"postalCode":"W1W 6XB","ruleVersion":"office-display-1"}},{"city":"LONDON","country":"United Kingdom","postalCode":"W1W 7LT","street":"85 GREAT PORTLAND STREET","display":{"city":"LONDON","region":null,"postalCode":"W1W 7LT","ruleVersion":"office-display-1"}},{"city":"LONDON","country":"United Kingdom","postalCode":"SW14 8ST","street":"10 SOUTH WORPLE WAY","display":{"city":"LONDON","region":null,"postalCode":"SW14 8ST","ruleVersion":"office-display-1"}},{"city":"LONDON","country":"United Kingdom","postalCode":"W4 2AA","street":"21 DUKES AVENUE","display":{"city":"LONDON","region":null,"postalCode":"W4 2AA","ruleVersion":"office-display-1"}},{"city":"LONODN","country":"United Kingdom","postalCode":"EC3V 3ND","street":"1 CORNHILL","display":{"city":"LONODN","region":null,"postalCode":"EC3V 3ND","ruleVersion":"office-display-1"}},{"city":"LONDON","country":"United Kingdom","postalCode":"N5 1XL","street":"25 HORSELL ROAD","display":{"city":"LONDON","region":null,"postalCode":"N5 1XL","ruleVersion":"office-display-1"}},{"city":"LONDON","country":"United Kingdom","postalCode":"N8 9AU","street":"56 CECILE PARK","display":{"city":"LONDON","region":null,"postalCode":"N8 9AU","ruleVersion":"office-display-1"}},{"city":"LONDON","country":"United Kingdom","postalCode":"SW14 8SN","street":"UNIT 13","display":{"city":"LONDON","region":null,"postalCode":"SW14 8SN","ruleVersion":"office-display-1"}}],"officesByState":[],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"447775824595","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for individuals and/or small businesses","Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":80},{"label":"Derivatives","percent":10},{"label":"Cash and cash equivalents","percent":10}],"privateFunds":9},"sources":{"adv1FilingDate":"2 July 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/311807/PDF/311807.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Eschler Asset Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Eschler Asset Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Eschler Asset Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Eschler Asset Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Eschler Asset Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Eschler Asset Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Eschler Asset Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Eschler Asset Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 2 July 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/eschler-asset-management-311807/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-08-14","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1910874/000091957426005268/0000919574-26-005268-index.html","totalValue":56194515,"positionCount":34,"top10Share":0.6625872115810592,"top10":[{"issuer":"VANGUARD STAR FDS","titleOfClass":"VG TL INTL STK F","cusip":"921909768","value":5317900,"shares":62218,"shareType":"SH","priorValue":4797630,"priorShares":62218},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"S&P 500 ETF SHS","cusip":"922908363","value":5185700,"shares":7552,"shareType":"SH","priorValue":4512698,"priorShares":7552},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}