|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Schroder Investment Management North America Ltd
✚
|
|
|---|---|
| CRD # | 106585 |
| SEC # | 801-37163 |
| CIK # | 0001422318, 0001105005 |
| AUM | $70.9 B (2025-04-01) |
| Employees | 683 (63% Investors, 0% Brokers) |
| Phone | 4402076586000 |
| Address | 1 London Wall Place London, United Kingdom |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 48 | 49.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 15 | 7.0 |
| (g) Pension and profit sharing plans | 7 | 1.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 17 | 10.3 |
| (j) Other investment advisers | 0 | 1.3 |
| (k) Insurance companies | 0 | 0.3 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 1.4 |
| (m) Corporations or other businesses not listed above | 0 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 98 | 70.9 |
| By Discretionary | ||
| Discretionary | 94 | 69.7 |
| Non-Discretionary | 4 | 1.3 |
| Total | 98 | 70.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.5 | |
| United States Persons | 67.4 | |
| Total | 98 | 70.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 3 | [0001105005] | |
| SC 13G | [0001105005] | |
| 3 | [0001422318] | |
| SC 13G | [0001422318] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Russell Investments Implementation Services LLC
✚
|
WA | 79.7 |
|
Symetra Investment Management Company
✚
|
CT | 78.7 |
|
Nationwide Fund Advisors
✚
|
OH | 77.8 |
|
Capital Bank and Trust Company
✚
|
CA | 75.9 |
|
Proshare Advisors LLC
✚
|
MD | 74.0 |
|
Empower Capital Management LLC
✚
|
CO | 68.3 |
|
John Hancock Variable Trust Advisers LLC
✚
|
MA | 67.6 |
|
First Sentier Investors Australia IM Ltd
✚
|
66.5 | |
|
Transamerica Asset Management Inc
✚
|
CO | 65.2 |
|
Harbor Capital Advisors Inc
✚
|
IL | 64.8 |