Investment adviser · CRD 106585
SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA LTD
Investment adviser filing (IA)
LONDON, United Kingdom · Form ADV filed Mar 31, 2026
- Regulatory AUM
- $82.5B Form ADV · Item 5.F
- Client accounts
- 111 Accounts, not individual clients
- Employees
- 300 Reported in this filing
- Advisory professionals
- 237 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Investment companies | 60 | $55,780,405,968 | 67.6% |
| Government entities | 16 | $11,806,040,991 | 14.3% |
| Pooled investment vehicles | 15 | $9,084,279,109 | 11.0% |
| Other investment advisers | Fewer than 5 | $1,831,105,061 | 2.2% |
| Retirement plans | 7 | $1,758,084,561 | 2.1% |
| Sovereign wealth & foreign institutions | Fewer than 5 | $1,538,191,490 | 1.9% |
| Insurance companies | Fewer than 5 | $532,582,184 | 0.6% |
| Charities | Fewer than 5 | $112,979,082 | 0.1% |
| Corporations & businesses | Fewer than 5 | $53,682,632 | 0.1% |
| High-net-worth individuals | Fewer than 5 | $47,678,822 | 0.1% |
| Individuals | Fewer than 5 | Not reported | Not reported |
| Banks & thrifts | Fewer than 5 | Not reported | Not reported |
Filing source
Form ADV 2086705 · Mar 31, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
No detailed fund records are available here. Funds may be referenced under another reporting adviser in Schedule D 7.B.(2); this does not establish that the adviser has no funds.
Services & filing details
Most recent filing: Mar 31, 2026. View historical filings
Reported services
Investment company portfolio management · Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets · Performance-based
Principal office
1 LONDON WALL PLACELONDON, EC2Y 5AU, United Kingdom
CRD 106585
Filing source
Form ADV 2086705 · Mar 31, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.