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SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA INC
CRD 105820File 801-15834
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$150.40B
Top 10% of cohort (national)
Discretionary AUM
$148.94B
Non-discretionary $1.45B
Clients
426
426 accounts
Employees
254
Top 10% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Dec 31, 1980
- Principal office
- 7 BRYANT PARK, 19TH FLOOR, NEW YORK, NY, 10018
- Phone
- 212-641-3800
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $150.40B
- Discretionary AUM
- $148.94B
- Non-discretionary AUM
- $1.45B
- Discretionary accounts
- 422
- Non-discretionary accounts
- 4
- Total accounts
- 426
- AUM per client
- $353.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 10 | $2.09B |
| Non-U.S. persons | 10 | $1.97B |
| Insurance companies | 42 | $7.01B |
| Investment companies | 183 | $95.40B |
| Charitable organizations | 10 | $928.3M |
| Other investment advisers | 8 | $1.83B |
| High net worth individuals | 31 | $714.8M |
| Pooled investment vehicles | 47 | $14.64B |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Pension and profit sharing plans | 52 | $11.20B |
| State or municipal government entities | 33 | $14.61B |
| Individuals (other than high net worth individuals) | Fewer than 5 | Not reported |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.