|
⚲
|
| Keyboard |
| Rathbones Investment Management Limited
✚
|
|
|---|---|
| CRD # | 124925 |
| SEC # | 801-64731 |
| CIK # | 0001351991 |
| AUM | 135.09 B (2026-03-30) |
| Employees | 1,715 (42% Investors, 0% Brokers) |
| Phone | 441512366666 |
| Address | Port of Liverpool Building Liverpool, United Kingdom |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 2.7 | ||
| Alphabet Inc | 2.4 | ||
| Amazon Com Inc | 2.2 | ||
| Nvidia Corp | 2.1 | ||
| Visa Inc | 1.9 | ||
| Apple Inc | 1.7 | ||
| J P Morgan Chase & Co | 1.6 | ||
| Astrazeneca PLC | 1.6 | ||
| Thermo Fisher Scientific Inc | 0.9 | ||
| Coca Cola Co | 0.9 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 95,035 | 29.1 |
| (b) Individuals (high net worth individuals) | 20,366 | 56.9 |
| (c) Banking or thrift institutions | 18 | 0.2 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 23,772 | 22.3 |
| (h) Charitable organizations | 3,803 | 12.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2,089 | 7.9 |
| (n) Other | 5,802 | 5.9 |
| Total | 219,634 | 135.1 |
| By Discretionary | ||
| Discretionary | 181,302 | 118.9 |
| Non-Discretionary | 38,332 | 16.2 |
| Total | 219,634 | 135.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 134.6 | |
| United States Persons | 0.5 | |
| Total | 219,634 | 135.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001351991] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $30.9B |
| Clients | 615 (99 non-US) |
| Serves | Institutional, Retail, Research |
| LEI | 2138008ANZZHTOFO9Y42 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Corient Private Wealth LLC
✚
|
IL | 165.25 B |
|
NEPC LLC
✚
|
MA | 152.72 B |
|
Cambridge Investment Research Advisors Inc
✚
|
IA | 138.69 B |
|
Wealth Enhancement Advisory Services LLC
✚
|
MN | 122.19 B |
|
MML Investors Services LLC
✚
|
MA | 115.64 B |
|
Record Currency Management Limited
✚
|
114.16 B | |
|
Janney Montgomery Scott LLC
✚
|
PA | 110.11 B |
|
Fiducient Advisors LLC
✚
|
IL | 97.54 B |
|
Mercer Global Advisors Inc
✚
|
CO | 84.40 B |
|
Truist Advisory Services Inc
✚
|
GA | 77.39 B |