Schroder Investment Management North America Ltd is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated March 31, 2026, reports $82.5B in regulatory assets under management, 300 employees, 3 offices, and 111 accounts.
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentInvestment Cos. represent 54.1% of total clients.
Top client categories% of clientsClients
1
Investment Cos.
54.1%
60
2
Government
14.4%
16
3
Pooled Investment Vehicles
13.5%
15
4
Pension Plans
6.3%
7
5
Other Advisers
3.6%
4
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$82.5Bas of March 31, 2026
Discretionary97.8%
$80.7B
98% of total RAUM97.8%
Non-discretionary2.2%
$1.8B
2% of total RAUM2.2%
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.
Total AUM$82.5B
Total Accounts111
10Y AUM Change+$45.3B (+121.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees300
Clients per Employee0:1
10Y Employee Change+116 (+63.0%)
* 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.