ALBOURNE AMERICA LLC

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UUIDc1db4d12-4b7f-5249-8f1c-e3962b182759

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:50

Updated2025-10-23 02:24:34

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	126582	126582	—	1.0
sec_file_number	801-66613	801-66613	—	—

Profile

Websitehttps://twitter.com/albournevillage

HQ CitySAN FRANCISCO

HQ StateCA

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

ADV Metrics

Assets & Accounts

RAUM (total)0.0
RAUM (discretionary)0.0
Actionable assets—
Accounts0.0

Institutional Clients

Government AUM—
Pension AUM—
Charitable AUM—
HNW AUM—

As of 2025-06-27 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
ALBOURNE EMPLOYEE OWNERSHIP TRUST	BENEFICIAL OWNER (TRUST)	OFFICER	—	{"filing_id": "2015578", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
ALBOURNE PARTNERS (INTERNATIONAL) LIMITED	SOLE MEMBER - ORDINARY SHARES	OFFICER	—	{"filing_id": "2015578", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
ALBOURNE PARTNERS LIMITED	ORDINARY SHAREHOLDER	OFFICER	—	{"filing_id": "2015578", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
ALBOURNE TRUSTEE LIMITED	ORDINARY SHAREHOLDER (TRUSTEE)	OFFICER	—	{"filing_id": "2015578", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
CLAISSE, JOHN, RICHARD	ELECTED MANAGER	OFFICER	—	{"filing_id": "2015578", "owner_id": "4718605", "source": "adv_part1", "table": "Schedule_A_B"}
Gill Heginbotham, Sarah	ELECTED MANAGER	OFFICER	—	{"filing_id": "2015578", "owner_id": "7969267", "source": "adv_part1", "table": "Schedule_A_B"}
HARMSTON, DAVID, MEADOWS	ELECTED MANAGER	OFFICER	—	{"filing_id": "2015578", "owner_id": "4656184", "source": "adv_part1", "table": "Schedule_A_B"}
KOUZAPA, ANNITA	CHIEF OPERATING OFFICER	OFFICER	—	{"filing_id": "2015578", "owner_id": "7589042", "source": "adv_part1", "table": "Schedule_A_B"}
MCCULLOCH, ANDREW, DONALD	ELECTED MANAGER	OFFICER	—	{"filing_id": "2015578", "owner_id": "5458580", "source": "adv_part1", "table": "Schedule_A_B"}
MOLIVIATIS-STAVROU, MEROPI	ELECTED MANAGER	OFFICER	—	{"filing_id": "2015578", "owner_id": "4963494", "source": "adv_part1", "table": "Schedule_A_B"}
PATEL, NISHITH, SUBHASH	CHIEF COMPLIANCE OFFICER	OFFICER	—	{"filing_id": "2015578", "owner_id": "5276893", "source": "adv_part1", "table": "Schedule_A_B"}
SHAH, HEERAL	CHIEF FINANCIAL OFFICER	OFFICER	—	{"filing_id": "2015578", "owner_id": "7731263", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:34 • csv
```
{
  "date_submitted": "09/26/2025 06:56:27 PM",
  "filing_id": "2015578",
  "reg_type": "IA"
}
```