{
  "crd_number": 167922,
  "slug": "ninety-one-north-america-inc-new-york-ny-167922",
  "primary_business_name": "NINETY ONE NORTH AMERICA, INC.",
  "legal_name": "NINETY ONE NORTH AMERICA, INC.",
  "dbas": [],
  "city": "New York",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2014-08-05",
  "years_registered": 12,
  "period": "2026-10-01",
  "filing_date": "2026-09-30",
  "carried_forward": false,
  "raum_total": 41472217678.0,
  "raum_discretionary": 41472217678.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 68,
  "advisory_employees": 39,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 4145642395.0,
      "count": 5,
      "description": "NON-US GOVERNMENT PENSION PLANS"
    },
    "charitable": {
      "raum": 91190642.0,
      "count": 2,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 0.0,
      "count": 0
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 1188751300.0,
      "count": 3,
      "fewer_than_5": true
    },
    "insurance_companies": {
      "raum": 252287254.0,
      "count": 1,
      "fewer_than_5": true
    },
    "investment_companies": {
      "raum": 1371461563.0,
      "count": 8
    },
    "pension_profit_sharing": {
      "raum": 5289830660.0,
      "count": 23
    },
    "other_investment_advisers": {
      "raum": 6321543558.0,
      "count": 16
    },
    "high_net_worth_individuals": {
      "raum": 485918769.0,
      "count": 2204
    },
    "pooled_investment_vehicles": {
      "raum": 22314893373.0,
      "count": 40
    },
    "corporations_other_businesses": {
      "raum": 10698164.0,
      "count": 1,
      "fewer_than_5": true
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "PR",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VI",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://linkedin.com/company/ninetyone",
    "https://ninetyone.com/UNITED-STATES",
    "https://x.com/ninetyone_am",
    "https://youtube.com/@NinetyOneGlobal"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/167922",
  "city_as_filed": "NEW YORK",
  "url": "https://advisorcensus.com/firm/ninety-one-north-america-inc-new-york-ny-167922",
  "display_name": "Ninety One North America, Inc.",
  "summary": "Ninety One North America, Inc. is an SEC-registered investment advisory firm in New York, NY, registered since 2014, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated September 30, 2026.",
  "citation": "AdvisorCensus. Ninety One North America, Inc. (CRD 167922): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Ninety One North America, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Ninety One North America, Inc. reports these compensation arrangements: a percentage of assets under its management; performance-based fees."
    },
    {
      "q": "Where is Ninety One North America, Inc. located?",
      "a": "Ninety One North America, Inc.'s principal office is in New York, NY, according to its Form ADV."
    },
    {
      "q": "Is Ninety One North America, Inc. registered with the SEC or a state?",
      "a": "Ninety One North America, Inc. is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 167922."
    },
    {
      "q": "How much does Ninety One North America, Inc. manage?",
      "a": "Ninety One North America, Inc. reports $41,472,217,678 in regulatory assets under management in its Form ADV filing dated September 30, 2026 (100% discretionary)."
    },
    {
      "q": "How have Ninety One North America, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Ninety One North America, Inc.: Regulatory assets under management: $31,059,259,145 in the October 2021 data and $41,472,217,678 in the October 2026 data, up 34%. Total employees: 78 in October 2021 and 68 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Ninety One North America, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (2,204); pooled investment vehicles (other than investment companies and business development companies) (40); pension and profit sharing plans (but not the plan participants or government pension plans) (23)."
    },
    {
      "q": "Which custodians does Ninety One North America, Inc. use?",
      "a": "Ninety One North America, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Citigroup, State Street and The Northern Trust Company as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Ninety One North America, Inc. report any disciplinary disclosures?",
      "a": "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/167922"
    },
    {
      "q": "What changed in Ninety One North America, Inc.'s recent Form ADV filings?",
      "a": "In the October 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 31059259145.0,
      "total_employees": 78,
      "filing_date": "2021-06-23"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 38099250255.0,
      "total_employees": 82,
      "filing_date": "2022-06-29"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 31668833621.0,
      "total_employees": 84,
      "filing_date": "2023-06-27"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 39543681366.0,
      "total_employees": 68,
      "filing_date": "2024-09-30"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 38736618699.0,
      "total_employees": 67,
      "filing_date": "2025-06-26"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 41472217678.0,
      "total_employees": 68,
      "filing_date": "2026-09-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Employees performing advisory functions went from 37 to 39.",
        "Registered or notice-filed in AK, AR, IA, ID, IL, KS, KY, ME, MO, MT, ND, OK, OR, PR, RI, SD, UT, VI, VT, WI, WV, WY."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in ID, OR, SD, WY."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Citigroup",
      "name_as_filed": "CITIGROUP",
      "affiliated": false
    },
    {
      "name": "State Street",
      "name_as_filed": "STATE STREET",
      "affiliated": false
    },
    {
      "name": "The Northern Trust Company",
      "name_as_filed": "THE NORTHERN TRUST COMPANY",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/ninety-one-north-america-inc-new-york-ny-167922.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 2204,
      "fewer_than_5": false,
      "raum": 485918769.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 8,
      "fewer_than_5": false,
      "raum": 1371461563.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 40,
      "fewer_than_5": false,
      "raum": 22314893373.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 23,
      "fewer_than_5": false,
      "raum": 5289830660.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 2,
      "fewer_than_5": true,
      "raum": 91190642.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 3,
      "fewer_than_5": true,
      "raum": 1188751300.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 16,
      "fewer_than_5": false,
      "raum": 6321543558.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 1,
      "fewer_than_5": true,
      "raum": 252287254.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 1,
      "fewer_than_5": true,
      "raum": 10698164.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 5,
      "fewer_than_5": false,
      "raum": 4145642395.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/167922",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}