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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 140 | 135 | decreased by5 |
| Apr 1, 2026 | Employees | 11 | 7 | decreased by4 |
| Apr 1, 2026 | Clients | 155 | 140 | decreased by15 |
| Apr 1, 2026 | AUM | $579,493,275 | $554,958,877 | decreased by$24,534,398 |
| Apr 1, 2026 | Accounts | 155 | 139 | decreased by16 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 13 | 11 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 158 | 155 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $611,038,278 | $579,493,275 | decreased by$31,545,003 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 158 | 155 | decreased by3 |
| Mar 1, 2022 | Clients | 166 | 158 | decreased by8 |
| Mar 1, 2022 | AUM | $580,007,461 | $611,038,278 | increased by$31,030,817 |
| Mar 1, 2022 | Accounts | 166 | 158 | decreased by8 |
| 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 “SARASIN ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SARASIN ASSET” 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.