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SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA LTD
CRD 106585File 801-37163
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$82.55B
Top 10% of cohort (national)
Discretionary AUM
$80.71B
Non-discretionary $1.83B
Clients
111
111 accounts
Employees
300
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Sep 14, 1990
- Principal office
- 1 LONDON WALL PLACE, LONDON, EC2Y 5AU
- Phone
- +44 (0)20 7658 6000
- Website
- HTTP://WWW.SCHRODERS.COM/US
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $82.55B
- Discretionary AUM
- $80.71B
- Non-discretionary AUM
- $1.83B
- Discretionary accounts
- 107
- Non-discretionary accounts
- 4
- Total accounts
- 111
- AUM per client
- $743.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $53.7M |
| Non-U.S. persons | Fewer than 5 | $1.54B |
| Insurance companies | Fewer than 5 | $532.6M |
| Investment companies | 60 | $55.78B |
| Charitable organizations | Fewer than 5 | $113.0M |
| Other investment advisers | Fewer than 5 | $1.83B |
| High net worth individuals | Fewer than 5 | $47.7M |
| Pooled investment vehicles | 15 | $9.08B |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Pension and profit sharing plans | 7 | $1.76B |
| State or municipal government entities | 16 | $11.81B |
| 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
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11D2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 683 | 300 | decreased by383 |
| Apr 1, 2026 | Clients | 87 | 111 | increased by24 |
| Apr 1, 2026 | AUM | $70,940,150,553 | $82,545,029,900 | increased by$11,604,879,347 |
| Apr 1, 2026 | Accounts | 98 | 111 | increased by13 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 777 | 683 | decreased by94 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 83 | 87 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $83,107,000,000 | $70,940,150,553 | decreased by$12,166,849,447 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 91 | 98 | increased by7 |
| Apr 1, 2022 | Employees | 725 | 777 | increased by52 |
| Apr 1, 2022 | Clients | 93 | 83 | decreased by10 |
| Apr 1, 2022 | AUM | $75,595,000,000 | $83,107,000,000 | increased by$7,512,000,000 |
| Apr 1, 2022 | Accounts | 93 | 91 | decreased by2 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SCHRODER INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SCHRODER INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
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.