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⚲
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| Schroder Investment Management North America Ltd
✚
| |
|---|---|
| CRD # | 106585 |
| SEC # | 801-37163 |
| CIK # | 0001105005, 0001422318 |
| AUM | $69.3 BB (2024-03-29) |
| Employees | 720 (44% Investors, 0% Brokers) |
| Phone | 4402076586000 |
| Address | 1 London Wall Place London, United Kingdom |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 1 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 48 | 47.5 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 21 | 7.0 |
| (g) Pension and profit sharing plans | 4 | 0.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 18 | 11.4 |
| (j) Other investment advisers | 0 | 1.2 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 3 | 1.2 |
| (m) Corporations or other businesses not listed above | 1 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 100 | 69.3 |
| By Discretionary | ||
| Discretionary | 96 | 68.0 |
| Non-Discretionary | 4 | 1.2 |
| Total | 100 | 69.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.5 | |
| United States Persons | 65.7 | |
| Total | 100 | 69.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 3 | [0001105005] | |
| SC 13G | [0001105005] | |
| 3 | [0001422318] | |
| SC 13G | [0001422318] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Taula Capital Management UK LLP
✚
|
75.9 | |
|
Symetra Investment Management Company
✚
|
CT | 74.6 |
|
WisdomTree Asset Management Inc
✚
|
NY | 73.1 |
|
van Eck Associates Corporation
✚
|
NY | 70.4 |
|
Flexpath Strategies LLC
✚
|
CA | 66.0 |
|
Transamerica Asset Management Inc
✚
|
CO | 65.9 |
|
Proshare Advisors LLC
✚
|
MD | 65.1 |
|
John Hancock Variable Trust Advisers LLC
✚
|
MA | 65.1 |
|
Empower Capital Management LLC
✚
|
CO | 64.9 |
|
Blackstone Credit BDC Advisors LLC
✚
|
NY | 63.9 |