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LINDSELL TRAIN LIMITED

CRD 158323File 801-72541
APPROVED
Custody
Filing as of Apr 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$9.25B
Top 10% of cohort (national)
Discretionary AUM
$9.25B
Clients
16
18 accounts
Employees
30

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
HQ
Registration date
Aug 1, 2011
Principal office
66, BUCKINGHAM GATE, LONDON, SW1E 6AU
Phone
4420 7808 1210

Assets & accounts

ADV Item 5F
Total regulatory AUM
$9.25B
Discretionary AUM
$9.25B
Non-discretionary AUM
$0
Discretionary accounts
18
Non-discretionary accounts
0
Total accounts
18
AUM per client
$578.4M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles16$8.67B
Pension and profit sharing plansFewer than 5$580.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for businesses
  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
No
Firm Custody Clients
No
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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.