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STONEHAGE FLEMING
Legal name: STONEHAGE FLEMING INVESTMENT MANAGEMENT LIMITED
CRD 313913File 801-122831
APPROVED
Retail clients
Filing as of Jun 29, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$23.84B
Top 10% of cohort (national)
Discretionary AUM
$17.15B
Non-discretionary $6.69B
Clients
664
725 accounts
Employees
110
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Dec 8, 2021
- Principal office
- 6 ST JAMES'S SQUARE, LONDON, GREATER LONDON, SW1Y 4JU
- Phone
- +44 20 7087 0000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $23.84B
- Discretionary AUM
- $17.15B
- Non-discretionary AUM
- $6.69B
- Discretionary accounts
- 593
- Non-discretionary accounts
- 132
- Total accounts
- 725
- AUM per client
- $35.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 20 | $649.1M |
| Investment companies | 97 | $6.70B |
| Charitable organizations | 13 | $2.13B |
| High net worth individuals | 291 | $12.52B |
| Individuals (other than high net worth individuals) | 243 | $77.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 725 | 664 | decreased by61 |
| Jul 1, 2026 | Employees | 100 | 110 | increased by10 |
| Jul 1, 2026 | Clients | 690 | 725 | increased by35 |
| Jul 1, 2026 | AUM | $19,491,227,077 | $23,839,017,005 | increased by$4,347,789,928 |
| Jul 1, 2026 | Accounts | 690 | 725 | increased by35 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 96 | 100 | increased by4 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 672 | 690 | increased by18 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $18,260,760,156 | $19,491,227,077 | increased by$1,230,466,921 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 672 | 690 | increased by18 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 62 | 96 | increased by34 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 836 | 672 | decreased by164 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $14,430,087,655 | $18,260,760,156 | increased by$3,830,672,501 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 835 | 672 | decreased by163 |
| Jul 1, 2022 | Employees | 57 | 62 | increased by5 |
| Jul 1, 2022 | Clients | 772 | 836 | increased by64 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “STONEHAGE FLEMING” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“STONEHAGE FLEMING” 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.