Schroders Capital Management (Us) Inc.
- Regulatory AUM
- $34.6B
- Discretionary
- $32.5B
- Clients
- 138
- Avg AUM / client
- $251M
- Accounts
- 148
- Employees
- 163
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | Fewer than 5 clients | $185M | 0.53% |
| Banking or thrift institutions | Fewer than 5 clients | $243M | 0.7% |
| Investment companies | 6 | $126M | 0.36% |
| Pooled investment vehicles (non-investment companies) | 69 | $20.0B | 57.7% |
| Pension and profit sharing plans | 43 | $9.6B | 27.7% |
| State or municipal government entities | 6 | $524M | 1.52% |
| Insurance companies | Fewer than 5 clients | $1.1B | 3.29% |
| Corporations and other businesses | 14 | $2.8B | 8.13% |
Private funds (68)
View all →Reported in Form ADV Section 7.B.(1), filing of Aug 2024 · $12.1B combined gross assets
People (14)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ender, Rainer, Markus | Global Head Of Private Equity, Vice Member Of The Board | Jan 2006 (21y) | Less than 5% | |
| Gardella, Lee, Anthony | Head Of Private Equity North America | May 2008 (18y) | Less than 5% | |
| Rode, Nils, (Nmn) | Chief Investment Officer | May 2008 (18y) | Less than 5% | |
| Creed, Timothy, Sebastian | Head Of Private Equity's Investments | Jul 2012 (14y) | Less than 5% | |
| Arnold, Peter, Christopher | Chief Operating Officer, Private Assets | May 2017 (9y) | Less than 5% | |
| Aldag, Stephanie, (Nmn) | General Counsel Private Equity, Chief Operation Officer Private Equity | Jul 2017 (9y) | Less than 5% | |
| Gasser, Sven, Marc | Head Of Operations Private Equity And Solutions, Chief Operation Officer Private Equity | Jul 2017 (9y) | Less than 5% | |
| Untersander, Pascal, Nmn | Head Of Risk Management | Jan 2019 (8y) | Less than 5% | |
| Wunderlin, Georg, Fritz | Global Head Of Schroders Capital, Chairman Of The Board | Sep 2019 (7y) | Less than 5% | |
| Dillinger, Dirk, Nmn | Head Of Finance | Jul 2022 (4y) | Less than 5% | |
| Alt, Benjamin, Jakob | Head Of Global Private Equity Portfolios | Mar 2024 (2y) | Less than 5% | |
| Fuchs, Stefan, Kurt | Member | Jun 2024 (2y) | Less than 5% | |
| Janjic Marti, Christa, Bernadette | Member | Jun 2024 (2y) | Less than 5% | |
| Rigoulia, Aikaterini, Nmn | Head Of Compliance, Private Equity (Cco) | Jun 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Schroders Us Holdings Inc | Owner | Jun 2023 | A | 75% or more |
| Schroder International Holdings Limited | Shareholder | Dec 1980 | B | ≈ 56.25% – 100% via Schroders Us Holdings Inc |
| Schroder Administration Ltd | Shareholder | Jun 2004 | B | ≈ 42.19% – 100% via Schroder International Holdings Limited |
| Schroders Plc | Shareholder | Jun 2004 | B | ≈ 31.64% – 100% via Schroder Administration Ltd |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Schroder International Holdings Limited: 75% – 100% of Schroders Us Holdings Inc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Schroder Administration Ltd: 75% – 100% of Schroder International Holdings Limited × 75% – 100% of Schroders Us Holdings Inc × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Schroders Plc: 75% – 100% of Schroder Administration Ltd × 75% – 100% of Schroder International Holdings Limited × 75% – 100% of Schroders Us Holdings Inc × 75% – 100% direct ≈ 31.64% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (68, $12.1B gross assets)
Top 25 of 68 funds by gross assets · all funds
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 15.6 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗