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SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA LTD

CRD 106585 · SEC 801-37163

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1 LONDON WALL PLACE, LONDON, EC2Y 5AU, United Kingdom

Phone

+44 (0)20 7658 6000

Fax

+44 (0)20 7658 6965

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$82.55B

Discretionary AUM

$80.71B

Team

300 total employees; 237 advisory reps; 4 broker-dealer reps

Clients

0

Fees

Percentage of AUM; Performance-based fees

Org form

Corporation

Filing date

2026-03-31

Disciplinary history

No

Services

Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)

Client types

TypeClientsAUM
High net worth individuals2$47.7M
Investment companies60$55.78B
Pooled investment vehicles15$9.08B
Pension/profit sharing plans7$1.76B
Charitable organizations1$113.0M
State/municipal entities16$11.81B
Other investment advisers4$1.83B
Insurance companies2$532.6M
Sovereign wealth funds3$1.54B
Corporations/business entities1$53.7M

All web addresses on file

Official SEC filing: View on IAPD