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FUNDSMITH INVESTMENT SERVICES LIMITED

CRD 310498 · SEC 801-123042

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

PALMA B2 ROAD, BEAUX SONGES, 1902-01, Mauritius

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$40.03B

Discretionary AUM

$37.42B

Team

12 total employees; 2 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-04-22

Disciplinary history

No

Verify reputation

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  • SEC IAPD →

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  • FINRA BrokerCheck →

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Services

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

Client types

TypeClientsAUM
Investment companies1$136.5M
Pooled investment vehicles12$39.90B

Official SEC filing: View on IAPD