Sarasin Asset Management Limited
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$390,394,447
This total excludes 22 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
118
100% high-net worth
Advisors
1
of 7 employees
Firm type
Team
4-10 advisors or $500M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
118
Very HighAverage account size
$3,308,428
About
Sarasin Asset Management Limited provides discretionary investment management to high‑net‑worth individuals, charities, corporates, partnerships and similar entities, reporting US$554,958,880 in U.S. assets under management. The firm documents objectives and limitations in an Investment Management Agreement and conducts suitability assessments and periodic reviews; it does not serve individual non‑high‑net‑worth retail clients.
The firm’s investment approach is thematic and global, guided by Sarasin & Partners’ central strategy and focused on preservation and growth over a minimum five‑year horizon using dynamic asset allocation across equities, bonds, ETFs and pooled funds. Portfolios are constructed from an S&P‑generated buy list and may employ specialist pooled products and trading strategies that include derivatives, short sales, margin and option writing where deemed appropriate.
Distinctive features include formal affiliations with Sarasin & Partners (S&P) and Bank J. Safra Sarasin and a Memorandum of Understanding under which S&P provides resources to SAM; SAM also uses Sarasin‑branded funds (Irish UCITS) into which client assets may be placed while excluding those fund holdings from its investment management fee calculations. The brochure also discloses that SAM is associated with commodity pool operators, maintains a significant non‑U.S. client base (with U.S. clients generally unable to invest directly in the Sarasin Funds, which are treated as PFICs for U.S. tax purposes), and provides regular written portfolio and performance reporting to clients.
Client services
Portfolio management
Expertise
Wealth management
Active portfolio management
ESG / Sustainable investing
Fee options
$0 - $5,000,000: 1.00% (0.85% investment management + 0.15% service and administration) $5,000,000 - $10,000,000: 0.90% (0.75% investment management + 0.15% service and administration) $10,000,000 - $15,000,000: 0.70% (0.55% investment management + 0.15% service and administration) $15,000,000 - $30,000,000: 0.55% (investment management only) $30,000,000+: 0.45% (investment management only)
Most active in
Sarasin Asset Management Limited has reported serving >5 clients in these states in the last 12 months.
California · Colorado · Florida · New Hampshire · New York · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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