← Directory
FIRST SENTIER INVESTORS (UK) IM LIMITED
CRD 281323File 801-106688
APPROVED
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$13.27B
Top 10% of cohort (national)
Discretionary AUM
$13.27B
Clients
24
24 accounts
Employees
314
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Sep 23, 2015
- Principal office
- 23 ST ANDREW SQUARE, EDINBURGH, EH2 1BB
- Phone
- +44 (0)131 473 2200
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $13.27B
- Discretionary AUM
- $13.27B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 24
- Non-discretionary accounts
- 0
- Total accounts
- 24
- AUM per client
- $553.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Non-U.S. persons | 1 | $169.7M |
| Investment companies | 2 | $342.6M |
| Pooled investment vehicles | 21 | $12.76B |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11C2
- Q11C4
- Q11D1
- Q11D2
- Q11D4
- Q11H1C
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 344 | 314 | decreased by30 |
| Apr 1, 2026 | Clients | 30 | 24 | decreased by6 |
| Apr 1, 2026 | AUM | $17,969,990,043 | $13,271,630,276 | decreased by$4,698,359,767 |
| Apr 1, 2026 | Accounts | 30 | 24 | decreased by6 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 378 | 344 | decreased by34 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 41 | 30 | decreased by11 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $27,148,802,626 | $17,969,990,043 | decreased by$9,178,812,583 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 41 | 30 | decreased by11 |
| Apr 1, 2022 | Employees | 362 | 378 | increased by16 |
| Apr 1, 2022 | Clients | 28 | 41 | increased by13 |
| Apr 1, 2022 | AUM | $22,218,104,017 | $27,148,802,626 | increased by$4,930,698,609 |
| Apr 1, 2022 | Accounts | 28 | 41 | increased by13 |
| 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 “FIRST SENTIER” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FIRST SENTIER” 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.