NS PARTNERS LTD
Latest filing: Apr 09, 2025 (87 days ago)
AUM
$5,547,628,115
4% change vs. 1 year ago
3% change vs. 3 years ago
118% change vs. 5 years ago
267% change vs. 10 years ago
Employee Count
22
0% change vs. 1 year ago
5% change vs. 3 years ago
83% change vs. 5 years ago
83% change vs. 10 years ago
Main Office
LONDON,
SOUTHWEST HOUSE, 11A REGENT STREET ST JAMES'S, LONDON, , UNITED KINGDOM, SW1Y 4LR
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $5.5 |
| Non-Discretionary | $0.0 |
| Total | $5.5 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $1.0 |
| Institutional | $4.6 |
| Total | $5.5 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| RBC INVESTOR SERVICES TRUST | TORONTO, ON--CAN | $3.3 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $4.6 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $4.6 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 99% | $4.5 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 1% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $4.6 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD | $49.4 | 107557 | |
| GLOBAL ALPHA CAPITAL MANAGEMENT LTD. | $6.0 | 161512 | |
| VERGENT ASSET MANAGEMENT LLP | $1.2 | 290165 | |
| PCJ INVESTMENT COUNSEL LTD. | $0.7 | 174083 | |
| FORTWOOD CAPITAL LP | $0.3 | 329381 | |
| CONNOR, CLARK & LUNN FUNDS INC. | $0.0 | - | |
| CONNOR, CLARK & LUNN (CANADA) LTD. | $0.0 | - | |
| SCHEER, ROWLETT & ASSOCIATES INVESTMENT MANAGEMENT LTD. | $0.0 | - | |
| CONNOR, CLARK & LUNN PRIVATE CAPITAL LTD. | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
17 active
| Name | Title |
|---|---|
| KIRK, ANNA, ELIZABETH | CHIEF COMPLIANCE OFFICER |
| BEATTIE, IAN, JAMES | DIRECTOR |
| BRAY, TIMOTHY, JOHN | DIRECTOR |
| STODDART, JOHN, WARREN | DIRECTOR |
| HASENAUER, ERIC, ROMAN | SN. VICE PRESIDENT, CO-HEAD |
| SIMONETTE, GARY, J | VICE PRESIDENT |
| WALSH, MICHAEL, JOHN | DIRECTOR |
| REYNOLDS, STEPHEN, EDWARD | VICE PRESIDENT |
| MARZEC, TIMOTHY, MICHAEL | VICE PRESIDENT |
| RICKETTS, JOHN, WYATT | SN. VICE PRESIDENT, CO-HEAD |
ADVDB.CO • SOURCE: SEC
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $5.5 | $0.0 | 0% | 22 | 0 | 0% |
| 2025-04-21 | $5.5 | $0.0 | 0% | 22 | 0 | 0% |
| 2024-04-02 | $5.4 | $0.2 | 4% | 22 | 0 | 0% |
| 2023-04-04 | $4.8 | $0.8 | 16% | 21 | 1 | 5% |
| 2022-04-01 | $5.4 | $0.1 | 3% | 21 | 1 | 5% |
| 2021-04-05 | $3.6 | $2.0 | 55% | 18 | 4 | 22% |
| 2020-04-01 | $2.5 | $3.0 | 118% | 12 | 10 | 83% |
| 2019-04-01 | $1.9 | $3.7 | 198% | 11 | 11 | 100% |
| 2018-04-02 | $1.9 | $3.6 | 187% | 11 | 11 | 100% |
| 2017-04-01 | $1.5 | $4.0 | 270% | 10 | 12 | 120% |
| 2016-04-01 | $2.0 | $3.6 | 184% | 12 | 10 | 83% |
| 2015-04-01 | $1.5 | $4.0 | 267% | 12 | 10 | 83% |
| 2014-04-01 | $1.7 | $3.8 | 218% | 11 | 11 | 100% |
| 2013-04-01 | $1.5 | $4.0 | 269% | 11 | 11 | 100% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (RIC) PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV