Schroder Investment Management North America Inc is an SEC registered investment adviser organized as a corporation with a primary office location in New York, NY. Its latest Form ADV filing, dated March 30, 2026, reports $150.4B in regulatory assets under management, 254 employees, 3 offices, and 426 accounts.
Assets Under Management
$150.4B
Employees
254
Offices
3 offices
Total Clients
426
Primary office
NEW YORK, NY
7 BRYANT PARK, 19TH FLOOR, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentInvestment Cos. represent 43.0% of total clients.
Top client categories% of clientsClients
1
Investment Cos.
43.0%
183
2
Pension Plans
12.2%
52
3
Pooled Investment Vehicles
11.0%
47
4
Insurance Cos.
9.9%
42
5
Government
7.7%
33
Categories with <5 clients
Banking or thrift institutions<5 clients
Individuals (other than high net worth individuals)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$150.4Bas of March 30, 2026
Discretionary99.0%
$148.9B
99% of total RAUM99.0%
Non-discretionary1.0%
$1.5B
1% of total RAUM1.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$150.4B
Total Accounts426
10Y AUM Change+$84.5B (+128.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees254
Clients per Employee2:1
10Y Employee Change-21 (-7.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.