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| Happy Holidays!! thanks for using AUM13F!! |
| Schroder Investment Management North America Inc
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|---|---|
| CRD # | 105820 |
| SEC # | 801-15834 |
| CIK # | 0001422318, 0001105005 |
| AUM | $138.6 B (2025-03-31) |
| Employees | 299 (24% Investors, 23% Brokers) |
| Phone | 212-641-3800 |
| Address | 7 Bryant Park, 19th Floor New York, NY 10018 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 24 | 0.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 132 | 85.6 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 41 | 12.3 |
| (g) Pension and profit sharing plans | 46 | 11.1 |
| (h) Charitable organizations | 12 | 1.0 |
| (i) State or municipal government entities | 37 | 13.1 |
| (j) Other investment advisers | 7 | 1.7 |
| (k) Insurance companies | 38 | 8.2 |
| (l) Sovereign wealth funds and foreign official institutions | 11 | 2.0 |
| (m) Corporations or other businesses not listed above | 13 | 2.7 |
| (n) Other | 0 | 0.0 |
| Total | 361 | 138.6 |
| By Discretionary | ||
| Discretionary | 357 | 137.4 |
| Non-Discretionary | 4 | 1.3 |
| Total | 361 | 138.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 45.5 | |
| United States Persons | 93.1 | |
| Total | 361 | 138.6 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Roger Hanson | 255 | |||
| Ivana Faltysova | 81 | |||
| Neil Glass | 19 | |||
| Marc Brookman | 25 | |||
| Virginie Maisonneuve | 11 | |||
| Jeffrey Hodkin | 6 | |||
| Philip Middleton | 30 | |||
| Paul Chislett | 28 | |||
| Lisa Hornby | 28 | |||
| Tiffani Potesta | 26 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 3 | [0001105005] | |
| SC 13G | [0001105005] | |
| 3 | [0001422318] | |
| SC 13G | [0001422318] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Payden & Rygel
✚
|
CA | 150.9 |
|
Global Retirement Partners LLC
✚
|
CA | 143.4 |
|
Insight North America LLC
✚
|
NY | 140.4 |
|
NEPC LLC
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|
MA | 137.3 |
|
Franklin Templeton Private Portfolio Group LLC
✚
|
NY | 125.9 |
|
NFP Retirement Inc
✚
|
CA | 118.0 |
|
Icici Prudential Asset Management Company Limited
✚
|
113.2 | |
|
Aperio Group LLC
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|
CA | 111.4 |
|
Invesco Asset Management Ltd
✚
|
111.4 | |
|
Sammons Financial Group Asset Management LLC
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|
IA | 109.8 |