{
  "crd_number": 313913,
  "slug": "stonehage-fleming-london-greater-london-313913",
  "primary_business_name": "STONEHAGE FLEMING",
  "legal_name": "STONEHAGE FLEMING INVESTMENT MANAGEMENT LIMITED",
  "dbas": [],
  "city": "London, Greater London",
  "state": null,
  "country": "United Kingdom",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-12-08",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-06-29",
  "carried_forward": false,
  "raum_total": 23839017005.0,
  "raum_discretionary": 17151004188.0,
  "raum_non_discretionary": 6688012817.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 110,
  "advisory_employees": 52,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 1767388773.0,
      "count": 61,
      "description": "TRUSTS"
    },
    "charitable": {
      "raum": 2133776356.0,
      "count": 13
    },
    "individuals": {
      "raum": 77149865.0,
      "count": 243
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 6695980670.0,
      "count": 97
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 12515608267.0,
      "count": 291
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 649113074.0,
      "count": 20
    },
    "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_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://linkedin.com/company/stonehagefleming",
    "https://stonehagefleming.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/313913",
  "city_as_filed": "LONDON, GREATER LONDON",
  "url": "https://advisorcensus.com/firm/stonehage-fleming-london-greater-london-313913",
  "display_name": "Stonehage Fleming",
  "summary": "Stonehage Fleming is an SEC-registered investment advisory firm in London, Greater London, United Kingdom, registered since 2021, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated June 29, 2026.",
  "citation": "AdvisorCensus. Stonehage Fleming (CRD 313913): 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 individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Stonehage Fleming compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Stonehage Fleming 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."
    },
    {
      "q": "Where is Stonehage Fleming located?",
      "a": "Stonehage Fleming's principal office is in London, Greater London, United Kingdom, according to its Form ADV."
    },
    {
      "q": "Is Stonehage Fleming registered with the SEC or a state?",
      "a": "Stonehage Fleming is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 313913."
    },
    {
      "q": "How much does Stonehage Fleming manage?",
      "a": "Stonehage Fleming reports $23,839,017,005 in regulatory assets under management in its Form ADV filing dated June 29, 2026 (72% discretionary)."
    },
    {
      "q": "How have Stonehage Fleming's assets and staff changed since 2022?",
      "a": "In the Form ADV data for Stonehage Fleming: Regulatory assets under management: $14,430,087,655 in the October 2022 data and $23,839,017,005 in the October 2026 data, up 65%. Total employees: 62 in October 2022 and 110 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Stonehage Fleming serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (291); individuals (other than high net worth individuals) (243); investment companies (97)."
    },
    {
      "q": "Which custodians does Stonehage Fleming use?",
      "a": "Stonehage Fleming's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Multrees, Stonehage Fleming Dealing & Treasury Services (affiliated with the firm) and UBS as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Stonehage Fleming 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/313913"
    },
    {
      "q": "What changed in Stonehage Fleming's recent Form ADV filings?",
      "a": "In the July 2026 filing data: Regulatory assets under management went from $19,491,227,077 to $23,839,017,005 (+22%). Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 14430087655.0,
      "total_employees": 62,
      "filing_date": "2022-09-26"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 15134395866.0,
      "total_employees": 62,
      "filing_date": "2023-06-26"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 18260760156.0,
      "total_employees": 96,
      "filing_date": "2024-08-08"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 19491227077.0,
      "total_employees": 100,
      "filing_date": "2025-06-25"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 23839017005.0,
      "total_employees": 110,
      "filing_date": "2026-06-29"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Regulatory assets under management went from $19,491,227,077 to $23,839,017,005 (+22%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Multrees",
      "name_as_filed": "MULTREES",
      "affiliated": false
    },
    {
      "name": "Stonehage Fleming Dealing & Treasury Services",
      "name_as_filed": "STONEHAGE FLEMING DEALING & TREASURY SERVICES",
      "affiliated": true
    },
    {
      "name": "UBS",
      "name_as_filed": "UBS",
      "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/stonehage-fleming-london-greater-london-313913.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 243,
      "fewer_than_5": false,
      "raum": 77149865.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 291,
      "fewer_than_5": false,
      "raum": 12515608267.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 97,
      "fewer_than_5": false,
      "raum": 6695980670.0
    },
    {
      "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": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 13,
      "fewer_than_5": false,
      "raum": 2133776356.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "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": 20,
      "fewer_than_5": false,
      "raum": 649113074.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 61,
      "fewer_than_5": false,
      "raum": 1767388773.0
    }
  ],
  "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/313913",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}