|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Sarasin Asset Management Limited
✚
|
|
|---|---|
| CRD # | 115788 |
| SEC # | 801-62077 |
| CIK # | 0001510483 |
| AUM | $579.5 M (2025-03-27) |
| Employees | 11 (82% Investors, 0% Brokers) |
| Phone | 442070387000 |
| Address | 100 St Pauls Churchyard London, United Kingdom |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 1.0 | ||
| Nvidia Corp | 0.6 | ||
| Amazon Com Inc | 0.6 | ||
| Facebook Inc | 0.5 | ||
| Alphabet Inc | 0.4 | ||
| Mastercard Inc | 0.4 | ||
| Colgate Palmolive Co | 0.4 | ||
| Otis Worldwide Corp | 0.4 | ||
| J P Morgan Chase & Co | 0.3 | ||
| Emerson Electric Co | 0.3 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 132 | 391.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 8.5 |
| (h) Charitable organizations | 4 | 73.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 11 | 79.9 |
| (n) Other | 5 | 26.3 |
| Total | 155 | 579.5 |
| By Discretionary | ||
| Discretionary | 155 | 579.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 155 | 579.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 275.8 | |
| United States Persons | 303.7 | |
| Total | 155 | 579.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0001510483] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Family Office Research LLC
✚
|
MD | 0.6 |
|
Dempsey Lord Smith LLC
✚
|
GA | 0.6 |
|
McDonald Financial Services LLC
✚
|
AL | 0.6 |
|
Rowling & Associates LLC
✚
|
CA | 0.6 |
|
East End Financial Group Inc
✚
|
NY | 0.6 |
|
Monument Group Wealth Advisors LLC
✚
|
MA | 0.6 |
|
EWG Elevate Inc
✚
|
CA | 0.6 |
|
Investors Research Corporation
✚
|
GA | 0.6 |
|
LSY Inc
✚
|
CA | 0.6 |
|
Wealth Care LLC
✚
|
0.6 |