Schroders Capital Management (US) LLC

RIASEC Registered

Total AUM

$34.6B

Discretionary

$32.5B

94% of AUM

Avg account

$234M

Accounts

148

Employees

163

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 145194
Registered since: May 15, 2008
Website: www.schroderadveq.com
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles57.74%
Pension & Profit Sharing Plans27.73%
Corporations / Businesses8.13%
Insurance Companies3.29%
State / Municipal Government1.52%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Schroders Capital Management (US) LLC is a U.S. limited liability company that operates as a manager of private funds with an institutional client focus. The firm is SEC registered (registration recorded in 2008) and reports advisory mandates that include portfolio management for investment companies, pooled investment vehicles, and for businesses or institutions. Its fee arrangements blend asset-based fees with performance-related compensation. Schroders Capital identifies as an active ESG investor and lists business activities that include CPO/CTA responsibilities. Ownership is reported as a mix of domestic entities and individuals, and the firm is affiliated with broker-dealers and acts in sponsor/GP capacities for pooled investment vehicles.