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FUNDSMITH INVESTMENT SERVICES LIMITED

Advisory

N·BEAUX SONGES

Data as of Apr 22, 2026 · Source: SEC Form ADV

Total AUM
$40.0B
1-Year AUM Growth
+14.3%
3-Year CAGR
+57.3%
Employees
2
Assets Under Management
Total AUM$40.0B
Discretionary AUM$37.4B
Non-Discretionary AUM$2.6B
Discretionary %93.5%
Total Clients13
Team
Total Employees2
Investment Advisers12
Employee Growth (1Y)—
Filing History
Total Filings on Record4
First FilingDec 14, 2021
Latest FilingApr 22, 2026
🔒 Full AUM trend chart and 4 historical filings spanning 5+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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