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Record Currency Management Limited

SEC-registered adviser since 1994London, United KingdomCRD 110893

$114.2B
AUM
189
Clients
See fees
Fee
37
Advisory staff

From Form ADV filed 30 June 2026 · data retrieved 15 October 2026SEC record

Record Currency Management Limited is an investment adviser headquartered in London, United Kingdom, and registered with the SEC since 1994. Its clients include state or municipal government entities, pension and profit-sharing plans, and pooled investment vehicles.

Its services include portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, pension consulting, selecting other managers, publishing newsletters, and educational seminars. Fee arrangements include a percentage of assets under management, fixed fees and performance-based fees. Record PLC owns 75% or more of Record Currency Management Limited, and Othman Boukrami is its CEO.

Clients

Record Currency Management Limited serves 189 clients, 132 of them pooled investment vehicles. The average client has about $604 million with the firm.

Regulatory assets by client type
  • Pooled investment vehicles132 clients14%
  • Pension and profit-sharing plans16 clients37%
  • Charitable organizations7 clients3%
  • State or municipal government entities12 clients38%
  • Corporations and other businesses21 clients8%
  • Investment companies1 clients0%
Show client breakdown
Investment companies
Clients
1
Regulatory AUM
$144,693,128
Share
0.1%
Avg. per client
$144.7M
Pooled investment vehicles
Clients
132
Regulatory AUM
$16,195,396,915
Share
14.2%
Avg. per client
$122.7M
Pension and profit-sharing plans
Clients
16
Regulatory AUM
$42,278,113,586
Share
37.0%
Avg. per client
$2.64B
Charitable organizations
Clients
7
Regulatory AUM
$3,139,604,205
Share
2.8%
Avg. per client
$448.5M
State or municipal government entities
Clients
12
Regulatory AUM
$43,345,359,810
Share
38.0%
Avg. per client
$3.61B
Corporations and other businesses
Clients
21
Regulatory AUM
$9,054,701,131
Share
7.9%
Avg. per client
$431.2M

Total

Clients
189
Regulatory AUM
$114,157,868,775
Share
100%
Avg. per client
$604.0M

What it does

Record Currency Management Limited provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, pension consulting, selecting other managers, publishing newsletters and educational seminars. It is paid through a percentage of assets, fixed fees and performance-based fees.

Record Currency Management Limited advises no private funds.

100.0% of assets ($114.16B across 189 accounts) are managed with discretion. 93% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.

What the accounts hold

Separately managed account assets by class, year end
  • Other100%
    • Derivatives100%

Custodians

Record Currency Management Limited does not have custody of client assets.

Managed account assets by custodian
  • All other custodians$114.16B100%

Ownership and leadership

Record PLC owns 75% or more of Record Currency Management Limited, and Othman Boukrami is its CEO.

Who owns the firm
Record Currency Management Limited· the adviser

  • Record PLC

    Control person · since December 2007

    Owns 75% or more of Record Currency Management Limited

Leadership

  • Othman Boukrami
    Chief Executive Officer / Director
  • Grady Laurie
    Chief Compliance Officer
  • Thomas Arnold
    Director, Head of Sales
  • Kevin Ayles
    Director
  • Andreas Daenzer
    Director, CIO
  • Shaesta Wahedally
    Director, Head of Client Onboarding
  • Jan Witte
    Director

Staff

  • 87 employees
  • 37 in advisory functions
  • 3 soliciting firms

Fees

Record Currency Management Limited is paid through a percentage of assets under management, fixed fees (other than subscription fees) and performance-based fees.

Record Currency Management Limited’s fee rates are not included in this profile. Find its brochure on the SEC’s site.

Offices and registrations

Besides its headquarters, Record Currency Management Limited has 2 offices, with 2 listed addresses in 1 state.

Listed office addresses by state

Choose a state to see its listed addresses.

Registration details

Legal name
Record Currency Management Limited
Headquarters
3 Sheldon Square, London, United Kingdom W2 6HY
Phone
442038921300
Website
Not reported
SEC file
801-46575
Structure
corporation organized in United Kingdom
Fiscal year end
March

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov

Common questions

How many clients does Record Currency Management Limited have?

Record Currency Management Limited has 189 clients and manages $114.2 billion for them, as of June 2026. They include 132 pooled investment vehicles, 21 corporations and other businesses and 16 pension and profit-sharing plans.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 June 2026

What services does Record Currency Management Limited offer?

Record Currency Management Limited provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, pension consulting, selecting other managers, publishing newsletters and educational seminars.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

How many financial advisors does Record Currency Management Limited have?

Record Currency Management Limited has 0 investment adviser representatives registered with state securities authorities, out of 87 employees, and 37 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 Record Currency Management Limited invest in?

At the end of its last fiscal year, Record Currency Management Limited’s separately managed accounts held 100% derivatives. 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

Who owns Record Currency Management Limited?

Record Currency Management Limited is owned through a holding company by Neil Record. Its direct owner is Record PLC (75% or more).

Source: Form ADV Part 1A, Schedules A and B, filed 30 June 2026

How does Record Currency Management Limited get paid?

Record Currency Management Limited is paid through a percentage of assets under management, fixed fees 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

Sources

  1. Form ADV Part 1A, amendment filed 30 June 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. IAPD firm record, CRD 110893.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since.

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This profile is compiled from public regulatory filings and is provided for informational purposes only. Niva Wealth is not affiliated with Record Currency Management Limited and makes no representation about the quality of its services. Figures reflect the filing dates shown and may have changed. Ownership percentages are the bands reported to the SEC, not exact figures.