SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA INC

7 Bryant Park, 19th Floor
New York, New York 10018
Tel: 212-641-3800

About SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA INC

SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA INC, formally registered with the SEC as SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA INC. The firm was established in 12/31/1980. They have over 4 offices throughout the country.

SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA INC is a New York, New York based Financial Planning firm with nearly $135,401,010,201 assets under management, offering retirement planning & investment advisory services to 369 clients. The firm is staffed with 314 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	105820
SEC#	801-15834
Assets Managed by Firm	$135,401,010,201
No. of Clients	369
No. of Advisors	314

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	369	$135,401,010,201
High net worth individuals	25	$1,014,062,764
Pension and profit sharing plans	45	$9,559,538,721
Charitable organizations	12	$1,633,419,335
Other investment advisers	7	$1,967,996,509
Corporations or other businesses	13	$2,422,788,112

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GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
BLACKROCK ADVISORS, LLC 50 Hudson Yards New York, NY, 10001	$869,677,370,186	306	221
MORGAN STANLEY INVESTMENT MANAGEMENT INC. 1585 Broadway New York, NY, 10036	$535,031,832,553	25406	492

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