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Data / Investment advisers / Fundsmith, LLP

Fundsmith, LLP, London, United Kingdom: $18.5 billion AUM, SEC registered investment adviser

Fundsmith, LLP is an SEC registered investment adviser with its main office in London, United Kingdom and reports $18.5 billion in regulatory assets under management in its Form ADV filed June 26, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management. It advises 2 private funds.

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Registration
SEC registered investment adviser
CRD number
160365
SEC file number
801-79120
SEC status
Approved, effective February 14, 2014
Main office
33 Cavendish Square, London, United Kingdom W1G 0PW
Phone
44 20 3551 6337
Website
fundsmith.mu
Regulatory AUM
$18,508,143,977 in the Form ADV filed June 26, 2026
Discretionary AUM
$18,508,143,977
Accounts
5
Employees
43, of which 5 give investment advice
Form of organization
Limited Liability Partnership
Paid through
a percentage of assets under management
Private funds
2: 2 other private funds
Gross assets of private funds
$608,443,498
Form ADV Item 11 disclosures
None reported
Latest Form ADV filing
June 26, 2026
SEC record
Investment Adviser Public Disclosure

Clients

Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.

Client typeClientsAUM
Pooled investment vehicles5$18.51 billion

AUM in the SEC's monthly files

Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.

First in the file ofAUMForm ADV filed
July 1, 2026$18.51 billionJune 26, 2026
December 1, 2025$30.59 billionJune 27, 2025

Also on SpecStream

Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.