SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA LTD
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $82.55B |
| Discretionary | $80.71B98% of AUM |
| Non-Discretionary | $1.83B |
| Client Accounts | 111 |
| Avg Account Size | $743.6M |
| Employees | 300 |
| Peak AUM | $83.11BMar 2022 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $82.5B | +16.4% | 0.2% | +1.8% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $82.55B |
| Discretionary | $80.71B |
| Employees | 300 |
| Client Accounts | 111 |
| Client Range | 0 |
Contact & Location
Address
1 LONDON WALL PLACE
LONDON EC2Y 5AU
United Kingdom
Phone
+44 (0)20 7658 6000
Filing History
74 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Pooled)Portfolio Mgmt (Institutional)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$80.7B
97.8% of AUM
Non-Discretionary
$1.8B
2.2% of AUM
Disc. mix ▼ 0.4pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Individuals
Pooled Vehicles
Pension Plans
Corporations
Government
Insurance Cos.
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
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