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Stonehage Fleming

Stonehage Fleming Investment Management Limited

London, Greater London, United Kingdom stonehagefleming.com

Regulatory AUM$23.8B#8 of 135 family offices
Accounts72572% discretionary
High-net-worth clients291Form ADV Item 5.D
Private funds advised—

Registration

Legal name
Stonehage Fleming Investment Management Limited
SEC file number
801-122831
CRD number
313913
Latest Form ADV
June 29, 2026

Full Form ADV on the SEC’s Investment Adviser Public Disclosure site

Investments and performance

Family offices don’t publicly report holdings or returns. Form ADV discloses assets under management, client counts, and the private funds an adviser manages; that is what’s shown above.

About this data

Regulatory assets under management (Form ADV Item 5.F) as reported by each adviser in its latest filing. Single-family offices are exempt from SEC registration and are not included. Data from the SEC’s registered investment adviser roster published September 1, 2026. Source.