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SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA INC

CRD 105820 · SEC 801-15834

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7 BRYANT PARK, 19TH FLOOR, NEW YORK, NY, 10018, United States

Phone

212-641-3800

Fax

212-641-3804

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$150.40B

Discretionary AUM

$148.94B

Team

254 total employees; 110 advisory reps; 4 broker-dealer reps

Clients

0

Fees

Percentage of AUM; Performance-based fees

Org form

Corporation

Filing date

2026-03-30

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)

Client types

TypeClientsAUM
High net worth individuals31$714.8M
Investment companies183$95.40B
Pooled investment vehicles47$14.64B
Pension/profit sharing plans52$11.20B
Charitable organizations10$928.3M
State/municipal entities33$14.61B
Other investment advisers8$1.83B
Insurance companies42$7.01B
Sovereign wealth funds10$1.97B
Corporations/business entities10$2.09B

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

Official SEC filing: View on IAPD