{"url":"https://nivawealth.com/firms/keyridge-asset-management-limited-175204","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/175204","regulatoryAum":162887031362,"crd":"175204","secFileNumber":"801-99365","legalName":"Keyridge Asset Management Limited","displayName":"Keyridge Asset Management Limited","website":"https://www.keyridge.com/","linkedinUrl":"https://www.linkedin.com/company/keyridge/","founded":null,"organization":"other (specify) organized in Ireland","fiscalYearEnd":"December","headquarters":{"street":"Beresford Court, Beresford Place","city":"Dublin 1","state":"","stateName":"","country":"Ireland","postalCode":"D01 H6K1"},"tradeNames":[],"registration":{"secApproved":"7 July 2015","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":45,"advisory":41,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":162887031362,"discretionaryAccounts":36,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":94,"nonAumClients":0},"clientTypes":[{"label":"High-net-worth individuals","clients":1,"regulatoryAum":69640138},{"label":"Pooled investment vehicles","clients":5,"regulatoryAum":19292323388},{"label":"Pension and profit-sharing plans","clients":12,"regulatoryAum":6478441993},{"label":"Charitable organizations","clients":2,"regulatoryAum":153589457},{"label":"Other investment advisers","clients":6,"regulatoryAum":34408142969},{"label":"Insurance companies","clients":9,"regulatoryAum":101867939301},{"label":"Sovereign wealth funds and foreign official institutions","clients":1,"regulatoryAum":616954116}],"fees":[],"feeNotes":[],"custodians":[{"name":"Citibank N.A","shortName":"Citibank N.A","location":"London","smaAssets":99377265201},{"name":"State Street Bank & Trust Company","shortName":"State Street Bank & Trust","location":"London","smaAssets":15918724127},{"name":"The Bank of New York","shortName":"The Bank of New York","location":"New York, NY","smaAssets":18735979977}],"custodyNote":"Keyridge Asset Management Limited does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Patrick Burke","title":"Director, Chief Executive Officer","crd":"6485649"},{"name":"Aoife Nolan","title":"Chief Compliance Officer","crd":"7942952"},{"name":"Campbell Fleming","title":"Director","crd":"5032006"},{"name":"Iris Kremers","title":"Director","crd":"7884627"},{"name":"Anthony MacGuinness","title":"Director","crd":"7553485"},{"name":"Rose Mchugh","title":"Director","crd":"7163813"},{"name":"Colm O Neill","title":"Director","crd":"7356659"},{"name":"Deborah Reidy","title":"Director","crd":"7336349"},{"name":"Suzanne Sanchez","title":"Director","crd":"7661500"}],"ownership":[{"label":"The Canada Life Group (uk) Limited","detail":"Sole proprietor in the 75% or more ownership band and a control person, since January 2014."},{"label":"Canada Life International Holdings Limited","detail":"Indirect owner: a shareholder of The Canada Life Group (uk) Limited in the 75% or more band and a control person, since July 2013.","parent":"The Canada Life Group (uk) Limited"},{"label":"Canada Life Capital Corporation Inc.","detail":"Indirect owner: a shareholder of Canada Life International Holdings Limited in the 75% or more band and a control person, since July 2013.","parent":"Canada Life International Holdings Limited"},{"label":"The Canada Life Assurance Company","detail":"Indirect owner: a shareholder of Canada Life Capital Corporation Inc. in the 75% or more band and a control person, since July 2013.","parent":"Canada Life Capital Corporation Inc."},{"label":"Great-West Lifeco Inc.","detail":"Indirect owner: a shareholder of The Canada Life Assurance Company in the 75% or more band and a control person, since July 2013.","parent":"The Canada Life Assurance Company"},{"label":"The Desmarais Family Residuary Trust","detail":"Indirect owner: a shareholder of Pansolo Holding Inc. in the 75% or more band and a control person, since October 2015.","parent":"Pansolo Holding Inc."},{"label":"Power Financial Corporation","detail":"Indirect owner: a shareholder of Great-West Lifeco Inc. in the 50% to 75% band and a control person, since March 1986.","parent":"Great-West Lifeco Inc."},{"label":"Power Corporation of Canada","detail":"Indirect owner: a shareholder of Power Financial Corporation in the 75% or more band and a control person, since December 1998.","parent":"Power Financial Corporation"},{"label":"Pansolo Holding Inc.","detail":"Indirect owner: a shareholder of Power Corporation of Canada in the 50% to 75% band and a control person, since October 2015.","parent":"Power Corporation of Canada"},{"label":"Sophie Desmarais","detail":"Indirect owner: trustee, non-voting of The Desmarais Family Residuary Trust, since March 2018.","parent":"The Desmarais Family Residuary Trust"},{"label":"Andre Desmarais","detail":"Indirect owner: trustee of The Desmarais Family Residuary Trust and a control person, since October 2013.","parent":"The Desmarais Family Residuary Trust"},{"label":"Paul Desmarais","detail":"Indirect owner: trustee of The Desmarais Family Residuary Trust and a control person, since October 2013.","parent":"The Desmarais Family Residuary Trust"},{"label":"Gary Doer","detail":"Indirect owner: trustee of The Desmarais Family Residuary Trust and a control person, since May 2023.","parent":"The Desmarais Family Residuary Trust"},{"label":"Gregory Fleming","detail":"Indirect owner: trustee of The Desmarais Family Residuary Trust and a control person, since February 2024.","parent":"The Desmarais Family Residuary Trust"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":1,"officesByState":[],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"0035317042000","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":58},{"label":"Sovereign bonds","percent":14},{"label":"Investment grade corporate bonds","percent":6},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":12},{"label":"Cash and cash equivalents","percent":8},{"label":"Other","percent":2,"detail":"Mainly Property Investments"}],"privateFunds":0},"sources":{"adv1FilingDate":"30 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/175204/PDF/175204.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Keyridge Asset Management Limited have?","answer":"Keyridge Asset Management Limited has 36 clients and manages $162.9 billion for them, as of March 2026. They include 12 pension and profit-sharing plans, 9 insurance companies and 6 other investment advisers.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Keyridge Asset Management Limited offer?","answer":"Keyridge Asset Management Limited provides 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 Keyridge Asset Management Limited use?","answer":"Keyridge Asset Management Limited’s separately managed account assets are held at Citibank N.A (London), with $99,377,265,201, The Bank of New York (New York, NY), with $18,735,979,977 and State Street Bank & Trust Company (London), with $15,918,724,127. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Keyridge Asset Management Limited have?","answer":"Keyridge Asset Management Limited has 0 investment adviser representatives registered with state securities authorities, out of 45 employees, and 41 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 Keyridge Asset Management Limited invest in?","answer":"At the end of its last fiscal year, Keyridge Asset Management Limited’s separately managed accounts held 58% exchange-traded equities, 14% sovereign bonds, 12% pooled vehicles (private funds and similar), 8% cash and equivalents, 6% investment grade corporate bonds and 2% mainly property investments. It advises no private funds of its own.","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 Keyridge Asset Management Limited?","answer":"Keyridge Asset Management Limited’s direct owner is the Canada Life Group (uk) Limited (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Keyridge Asset Management Limited get paid?","answer":"Keyridge Asset Management Limited is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees 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"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth 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."}