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SARASIN ASSET MANAGEMENT LIMITED
CRD 115788File 801-62077
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 19, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$555.0M
Above cohort median (national)
Discretionary AUM
$555.0M
Clients
135
139 accounts
Employees
7
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Jun 6, 2003
- Principal office
- 50 GEORGE STREET, LONDON, W1U 7DY
- Phone
- +(44)(20)7038 7000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $555.0M
- Discretionary AUM
- $555.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 139
- Non-discretionary accounts
- 0
- Total accounts
- 139
- AUM per client
- $4.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 10 | $66.1M |
| Charitable organizations | Fewer than 5 | $71.6M |
| High net worth individuals | 118 | $390.4M |
| Pension and profit sharing plans | Fewer than 5 | $7.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11A2
- Q11D2
- Q11E2
- Q11H1B
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 140 | 135 |
| 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.