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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 Aug 17, 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 |
|---|---|---|---|
| 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.