RIA Intel›Advisers›Connecticut›FUNDSMITH PARTNERS US LLC

FUNDSMITH PARTNERS US LLC

Advisory

STAMFORD, CT

Data as of Aug 5, 2026 · Source: SEC Form ADV

Rank in CT
#520
of 1,314 advisers by AUM

Source: SEC Form ADV. Figures as filed Aug 31, 2026.

Total AUM
$435M
Discretionary %
—
Clients
—
Employees
4

One filing on record

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$435M
Discretionary AUM$435M
Non-Discretionary AUM$0
Discretionary %—
Total Clients—
Team
Total Employees4
Investment Advisers7
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndMarch
Operates InCT
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CT

Closest by assets under management. All figures from Form ADV.

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BENCHMARK WEALTH MANAGEMENT, LLC
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TOURMALET ADVISORS, LP
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XARAF MANAGEMENT LLC
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$442M
Browse all 1,314 advisers in Connecticut →
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Counts advisers in Connecticut reporting AUM on their latest Form ADV.

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