|
⚲
|
| Keyboard |
| Sarasin Asset Management Limited
✚
|
|
|---|---|
| CRD # | 115788 |
| SEC # | 801-62077 |
| CIK # | 0001510483 |
| AUM | 555.0 M (2026-03-19) |
| Employees | 7 (100% Investors, 0% Brokers) |
| Phone | 442070387000 |
| Address | 50 George Street London, United Kingdom |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.8 | ||
| Microsoft Corp | 0.6 | ||
| Alphabet Inc | 0.5 | ||
| Apple Inc | 0.5 | ||
| Amazon Com Inc | 0.4 | ||
| Mastercard Inc | 0.3 | ||
| Broadcom Inc | 0.3 | ||
| CME Group Inc | 0.3 | ||
| J P Morgan Chase & Co | 0.3 | ||
| Netflix Inc | 0.2 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 118 | 390.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (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 | 3 | 7.2 |
| (h) Charitable organizations | 4 | 71.6 |
| (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 | 10 | 66.1 |
| (n) Other | 5 | 19.6 |
| Total | 139 | 555.0 |
| By Discretionary | ||
| Discretionary | 139 | 555.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 139 | 555.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 304.0 | |
| United States Persons | 251.0 | |
| Total | 139 | 555.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0001510483] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Consilio Wealth Advisors LLC
✚
|
WA | 555.8 M |
|
Kooman & Associates
✚
|
PA | 555.6 M |
|
Bigelow Investment Advisors LLC
✚
|
ME | 555.2 M |
|
Digital Wealth Partners LLC
✚
|
TX | 555.1 M |
|
O'Rourke & Company Incorporated
✚
|
MA | 555.1 M |
|
Premier Wealth Advisors LLC
✚
|
NY | 555.1 M |
|
Kimery Wealth Management LLC
✚
|
TN | 555.0 M |
|
Kercheville Advisors LLC
✚
|
TX | 554.7 M |
|
Prairie Advisory LLC
✚
|
KS | 554.3 M |
|
Total Management Group Inc
✚
|
NY | 553.9 M |