SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA LTD

RIASEC RegisteredEst. 1990

Total AUM

$82.5B

Discretionary

$80.7B

98% of AUM

Avg account

$744M

Accounts

111

Employees

300

Advisory reps

Firm details

Headquarters: LONDON,
CRD number: 106585
Registered since: September 14, 1990
Custodians: STATE STREET BANK AND TRUST COMPANY, THE BANK OF NEW YORK MELLON, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Investment Companies67.58%
State / Municipal Government14.3%
Pooled Investment Vehicles11.01%
Other Investment Advisers2.22%
Pension & Profit Sharing Plans2.13%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Schroder Investment Management North America Ltd is the North American arm of a broader international investment manager, operating as a corporation that serves both individual and family clients as well as institutional mandates. The firm runs discretionary and non-discretionary portfolios and acts as portfolio manager for investment companies, pooled investment vehicles and institutional clients. Fee arrangements include asset-based fees plus performance-linked structures on some mandates, and the firm also performs CPO/CTA-type business activities and participates as sponsor or managing member of pooled vehicles. Investment activity shows a clear preference for public equities delivered primarily through exchange-traded instruments, alongside active engagement in ESG integration. The firm’s business model supports multi-vehicle portfolio solutions—separate accounts, collective investment funds and pooled vehicles—allowing tailored equity exposure and overlay strategies for larger institutional or high-net-worth mandates.