Company lists · Data refreshed September 2026

Top 23 Member owned investment firms based in the United Kingdom

RevenueBase identified 46 member owned investment firms headquartered in the United Kingdom as of September 2026 and tracks 290 professional contacts across them, including 151 with verified work emails. London is the largest hub.

This list covers member owned investment firms headquartered in the United Kingdom, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 28, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 28, 2026 86% judged on-target in blind review
46Companies
290Contacts tracked
151Verified emails
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The 23 largest member owned investment firms based in the United Kingdom

Ranked by team size
Top 23 of 46 member owned investment firms based in the United Kingdom, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to member owned investment firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceLondon, United KingdomHQ checked Sep 28, 202611-5046 contacts →

Partial evidence

“Capital Generation Partners (CapGen) is a private investment office that delivers investment portfolios to families, trusts and endowments.”

Source: RevenueBase Database · checked Sep 28, 2026
2Partial evidenceLondon, United KingdomHQ checked Sep 28, 202611-5031 contacts →

Partial evidence

“Sun Global Investments Limited is an investment advisory firm providing full scope of services to Institutional Investors, Family offices, Corporate Clients and High Net Worth…”

Source: RevenueBase Database · checked Sep 28, 2026
3Partial evidenceLondon, United KingdomHQ checked Sep 28, 202611-5026 contacts →

Partial evidence

“We provide thoughtful, independent investment management for curious investors with a mindset that looks to the next generation.”

Source: RevenueBase Database · checked Sep 28, 2026
4Partial evidenceLondon, United KingdomHQ checked Sep 28, 202611-5015 contacts →

Partial evidence

“Family Office and investment advisory contact@bnfcapital.co.uk”

Source: RevenueBase Database · checked Sep 28, 2026
5Partial evidenceLondon, United KingdomHQ checked Sep 28, 202611-5014 contacts →

Partial evidence

“Universum Wealth is an owner-managed firm, built to place clients at the heart of an investment focused business”

Source: RevenueBase Database · checked Sep 28, 2026
6Partial evidenceLondon, United KingdomHQ checked Sep 28, 202611-5014 contacts →

Partial evidence

“We were established in 2013 by Wealthtime (formerly Novia Financial PLC) to provide outstanding investment services for advisers and their clients.”

Source: RevenueBase Database · checked Sep 28, 2026
7Partial evidenceHarrrogate, United KingdomHQ checked Sep 28, 202611-5013 contacts →

Partial evidence

“Williams Investment Management LLP was established to provide traditional investment management services in an open and friendly style, whilst maintaining the highest professional…”

Source: RevenueBase Database · checked Sep 28, 2026
8Partial evidenceLondon, United KingdomHQ checked Sep 28, 202611-5011 contacts →

Partial evidence

“Investment advisory and investment management firm focusing on venture capital, private equity, public equities and hedge funds.”

Source: RevenueBase Database · checked Sep 28, 2026
9Strong evidenceLondon, United KingdomHQ checked Sep 28, 20261-1010 contacts →

Strong evidence

“We are an employee-owned boutique investment manager delivering highly personalised solutions for private clients.”

Source: RevenueBase Database · checked Sep 28, 2026
10Partial evidenceCirencester, United KingdomHQ checked Sep 28, 20261-109 contacts →

Partial evidence

“Founded in 2016, Southern Right Capital Partners is an investment management and advisory firm.”

Source: RevenueBase Database · checked Sep 28, 2026
11Partial evidenceLondon, United KingdomHQ checked Sep 28, 20261-109 contacts →

Partial evidence

“MELTEMI INVESTMENT MANAGEMENT LIMITED is a financial services company based out of 28 Ives Street, London, United Kingdom.”

Source: RevenueBase Database · checked Sep 28, 2026
12Partial evidenceWilmslow, United KingdomHQ checked Sep 28, 202611-509 contacts →

Partial evidence

“Our philosophy is to create and responsibly manage a diverse portfolio of investments tailored to your investment and financial planning objectives, with value for money at the…”

Source: RevenueBase Database · checked Sep 28, 2026
13Strong evidenceLondon, United KingdomHQ checked Sep 28, 20261-108 contacts →

Strong evidence

“The Independent Investment Management Initiative (IIMI) is a member-led industry think tank representing entrepreneurial, owner-managed investment boutiques that are entirely…”

Source: RevenueBase Database · checked Sep 28, 2026
14Indirect evidenceLondon, United KingdomHQ checked Sep 28, 20261-106 contacts →

Indirect evidence

“We believe in delivering advice through tested, long-term relationships within the club-style environment.”

Source: RevenueBase Database · checked Sep 28, 2026
15Indirect evidenceChilton, United KingdomHQ checked Sep 28, 20261-105 contacts →

Indirect evidence

“We believe that successful investing comes with focus and an alignment of interest with our clients.”

Source: RevenueBase Database · checked Sep 28, 2026
16Partial evidenceLondon, United KingdomHQ checked Sep 28, 20261-105 contacts →

Partial evidence

“An investment management company, Wahegru Investments manages a boutique investment bank by the name of Calgi Partners.”

Source: RevenueBase Database · checked Sep 28, 2026
17Partial evidenceOxford, United KingdomHQ checked Sep 28, 20261-105 contacts →

Partial evidence

“Welcome to William & Partners, a dynamic investment advisory firm.”

Source: RevenueBase Database · checked Sep 28, 2026
18Partial evidenceKnutsford, United KingdomHQ checked Sep 28, 20261-103 contacts →

Partial evidence

“We provide an investment service focused on keeping costs to a minimum & preserving your hard earned money.”

Source: RevenueBase Database · checked Sep 28, 2026
19Partial evidenceLondon, United KingdomHQ checked Sep 28, 20261-103 contacts →

Partial evidence

“AntibesCap is an investment business that specialises in syndicating a base of HNWs and professional investors with track record.”

Source: RevenueBase Database · checked Sep 28, 2026
20Partial evidenceLondon, United KingdomHQ checked Sep 28, 20261-102 contacts →

Partial evidence

“PARTHENON TRUST is an investment management firm”

Source: RevenueBase Database · checked Sep 28, 2026
21Indirect evidenceBath, United KingdomHQ checked Sep 28, 20261-102 contacts →

Indirect evidence

“Bespoke financial advice driven by your specific objectives and needs.”

Source: RevenueBase Database · checked Sep 28, 2026
22Indirect evidenceLondon, United KingdomHQ checked Sep 28, 202611-501 contacts →

Indirect evidence

“Audley Capital Advisors LLP is a London-based firm.”

Source: RevenueBase Database · checked Sep 28, 2026
23Partial evidenceDartford, United KingdomHQ checked Sep 28, 20261-101 contacts →

Partial evidence

“Global Challenge Investments Private Limited was incorporated in the United Kingdom on the 7th July 2004 and has seen rapid growth since that time due to our ability to tailor…”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 23 of 46 member owned investment firms based in the United Kingdom

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Member owned investment firms based in the United Kingdom at a glance

As of Sep 28, 2026
52.1%Verified-email coverage
6.3Average contacts per company
1-10Median size (employees)
65.2%Largest-city concentration · London
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
29
11-50
15
51-200
1
201-500
1

Email recency for this list is measured worldwide rather than for United Kingdom, so it is reported there. Company counts and contact totals on this page are exact for United Kingdom, over 46 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among member owned investment firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in the United Kingdom whose own description of what they do matches “member owned investment firms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names member owned investment firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among member owned investment firms, and records with no verified work email. Companies headquartered outside United Kingdom are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 151 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 28, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Member owned investment firms by metro

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names member owned investment firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many member owned investment firms are there based in the United Kingdom?

RevenueBase identified 46 member owned investment firms headquartered in the United Kingdom as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Capital Generation Partners, headquartered in London, tops this list with the largest team on record.

Which city has the most member owned investment firms?

London leads with 30 headquartered companies, followed by Alresford (1) and Bristol (1).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 151 verified decision-maker contacts tracked across these 46 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 28, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.