Investment adviser · CRD 313913
STONEHAGE FLEMING
Investment adviser filing (IA)
STONEHAGE FLEMING INVESTMENT MANAGEMENT LIMITED
LONDON, GREATER LONDON, United Kingdom · Form ADV filed Jun 29, 2026
- Regulatory AUM
- $23.8B Form ADV · Item 5.F
- Client accounts
- 725 Accounts, not individual clients
- Employees
- 110 Reported in this filing
- Advisory professionals
- 52 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 |
|---|---|---|---|
| High-net-worth individuals | 291 | $12,515,608,267 | 52.5% |
| Investment companies | 97 | $6,695,980,670 | 28.1% |
| Charities | 13 | $2,133,776,356 | 9.0% |
| Other clients | 61 | $1,767,388,773 | 7.4% |
| Corporations & businesses | 20 | $649,113,074 | 2.7% |
| Individuals | 243 | $77,149,865 | 0.3% |
Filing source
Form ADV 2115219 · Jun 29, 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.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 29, 2026. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Performance-based
Principal office
6 ST JAMES'S SQUARELONDON, GREATER LONDON, SW1Y 4JU, United Kingdom
CRD 313913
Filing source
Form ADV 2115219 · Jun 29, 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.