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| Stonehage Fleming Investment Management Limited
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|---|---|
| CRD # | 313913 |
| SEC # | 801-122831 |
| CIK # | 0001786380 |
| AUM | 23.84 B (2026-06-29) |
| Employees | 110 (47% Investors, 0% Brokers) |
| Phone | 442070870000 |
| Address | 6 St Jamess Square London Greater London, United Kingdom |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Alphabet Inc | 0.2 | ||
| McGraw-Hill Companies Inc | 0.2 | ||
| Netflix Inc | 0.2 | ||
| Broadcom Inc | 0.2 | ||
| Mastercard Inc | 0.2 | ||
| McDonalds Corp | 0.2 | ||
| Stryker Corp | 0.1 | ||
| Visa Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Gallagher Arthur J & Co | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 243 | 0.1 |
| (b) Individuals (high net worth individuals) | 291 | 12.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 97 | 6.7 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 13 | 2.1 |
| (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 | 20 | 0.6 |
| (n) Other | 61 | 1.8 |
| Total | 725 | 23.8 |
| By Discretionary | ||
| Discretionary | 593 | 17.2 |
| Non-Discretionary | 132 | 6.7 |
| Total | 725 | 23.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 22.9 | |
| United States Persons | 1.0 | |
| Total | 725 | 23.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0001786380] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $11.3B |
| Serves | Institutional, Retail |
| LEI | 213800ZYSCPV8POQA284 |
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