Schroders

Evidence PackPROIndependent

Real EstateLondon, UK Website

AUM

$3B

Ownership

independent

Stakeability

58 / LOW

Priority

Tier

Employees

131

Schroders is a global financial services firm specializing in investment management and wealth solutions.

SEC RegisteredFund PerformanceTeam DataRegulatoryNews Coverage

Coverage

42%

Adaptive profile: standard

Signals present

5/12

SEC / ADVFund Performance(5)BDC Exposure(0)13F Holders(0)Team(30)ILS Deals(0)Regulatory(7)Legal(0)Lobbying(0)Hiring(0)News(10)GP Stakes Deals(0)

Data Freshness

Recent Changes

Stakeability Breakdown

58 / 100

Fund PerformanceAUM growth and fundraising track record

Team StabilityLeadership continuity and key person risk

Market PositionBrand strength and competitive positioning

Succession ReadinessNext-gen leadership and governance structure

Transaction FeasibilityLikelihood of a stake transaction

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IC Risk Memo

PRO

Investment committee-ready memo with risk analysis and recommendation

Click "Generate Memo" to create an IC-ready analysis

Includes risk factors, citations, and recommendation

CRD Number

145194

SEC File Number

801-69112

Registration Type

Registered

Filing Date

Jun 29, 2025

Employee Count

N/A

Discretionary AUM

$27.5B

Private Funds

PE Funds

VC Funds

N/A

RE Funds

N/A

Hedge Funds

N/A

Gross Assets (Private)

$12.7B

Source: SEC IAPD