Overview
Assets Under Management: $603 million
High-Net-Worth Clients: 132
Average Client Assets: $3 million
Frequently Asked Questions
SARASIN ASSET MANAGEMENT LIMITED is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #115788), SARASIN ASSET MANAGEMENT LIMITED is subject to fiduciary duty under federal law.
SARASIN ASSET MANAGEMENT LIMITED serves 132 high-net-worth clients according to their SEC filing dated March 29, 2024. View client details ↓
According to their SEC Form ADV, SARASIN ASSET MANAGEMENT LIMITED offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
SARASIN ASSET MANAGEMENT LIMITED manages $603 million in client assets according to their SEC filing dated March 29, 2024.
According to their SEC Form ADV, SARASIN ASSET MANAGEMENT LIMITED serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 132
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.60
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 169
Discretionary Accounts: 169
Regulatory Filings
CRD Number: 115788
Last Filing Date: 2024-03-29 00:00:00
Website: https://sarasin.co.uk