# Coronation Investment Management International (Pty) Ltd

> Coronation Investment Management International (Pty) Ltd is an SEC-registered investment advisory firm in Claremont, Cape Town, South Africa, registered since 2015, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated December 12, 2025.

- CRD: 281225
- Filed as: CORONATION INVESTMENT MANAGEMENT INTERNATIONAL (PTY) LTD
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Claremont, Cape Town, South Africa
- Filing period: October 2026
- Form ADV filing dated: December 12, 2025
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/281225
- AdvisorCensus page: https://advisorcensus.com/firm/coronation-investment-management-international-pty-ltd-claremont-cape-town-281225

## Quick answers

**How is Coronation Investment Management International (Pty) Ltd compensated?**
On its Form ADV (Item 5.E, October 2026), Coronation Investment Management International (Pty) Ltd reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Coronation Investment Management International (Pty) Ltd located?**
Coronation Investment Management International (Pty) Ltd's principal office is in Claremont, Cape Town, South Africa, according to its Form ADV.

**Is Coronation Investment Management International (Pty) Ltd registered with the SEC or a state?**
Coronation Investment Management International (Pty) Ltd is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 281225.

**How much does Coronation Investment Management International (Pty) Ltd manage?**
Coronation Investment Management International (Pty) Ltd reports $6,579,190,839 in regulatory assets under management in its Form ADV filing dated December 12, 2025 (100% discretionary).

**How have Coronation Investment Management International (Pty) Ltd's assets and staff changed since 2021?**
In the Form ADV data for Coronation Investment Management International (Pty) Ltd: Regulatory assets under management: $8,289,658,545 in the October 2021 data and $6,579,190,839 in the October 2026 data, down 21%. Total employees: 34 in October 2021 and 23 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Coronation Investment Management International (Pty) Ltd serve?**
By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (6); pooled investment vehicles (other than investment companies and business development companies) (3).

**Which custodians does Coronation Investment Management International (Pty) Ltd use?**
Coronation Investment Management International (Pty) Ltd's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists JPM Chase Bank N.A. London and State Street Bank & Trust Company as custodians holding 10% or more of its separately managed account assets.

**Does Coronation Investment Management International (Pty) Ltd report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/281225

**What changed in Coronation Investment Management International (Pty) Ltd's recent Form ADV filings?**
In the January 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- JPM Chase Bank N.A. London
- State Street Bank & Trust Company

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $6,579,190,839
- Discretionary: $6,579,190,839
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $5,682,623,397 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $896,567,442 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2015 (11 years)
- Employees: 23 total, 20 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [coronation.com](https://coronation.com)
- [coronation.com/en-us/institutional](https://coronation.com/en-us/institutional)
- [coronation.com/en-za/institutional](https://coronation.com/en-za/institutional)
- [coronation.com/en-za/personal](https://coronation.com/en-za/personal)
- [coronation.com/en/institutional](https://coronation.com/en/institutional)
- Facebook @CORONATIONFUNDMANAGERS
- Instagram @CORONATIONSA
- Instagram @coronationwomensdaybreakfast
- Instagram @tiwithcoro
- LinkedIn @CORONATION-FUND-MANAGERS
- X @CoronationSA
- YouTube @CORONATIONSA

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $8,289,658,545 | 34 | December 18, 2020 |
| October 2022 | $8,552,878,402 | 31 | November 26, 2021 |
| October 2023 | $5,245,666,710 | 27 | December 7, 2022 |
| October 2024 | $4,130,548,699 | 25 | February 27, 2024 |
| October 2025 | $6,062,076,801 | 24 | December 9, 2024 |
| October 2026 | $6,579,190,839 | 23 | December 12, 2025 |

Regulatory assets under management: $8,289,658,545 in the October 2021 data and $6,579,190,839 in the October 2026 data, down 21%.
Total employees: 34 in October 2021 and 23 in October 2026.

## Changes in the filing (last 12 months)

### January 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Coronation Investment Management International (Pty) Ltd (CRD 281225): Form ADV filing data as of October 2026.
