| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Fundsmith Reserve Master Fund | Hedge | $9.5M | $100K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Eighth Wonder Limited Control | Shareholder | Over 75% | 2017 |
| Greville Victor Bell Ward Control | Director | Under 5% | 2019 |
| Julian John Robins | Shareholder | 10-25% | 2014 |
Fundsmith Investment Services Limited reports $40 billion in regulatory assets under management on its Form ADV.
Fundsmith Investment Services Limited manages 1 private funds with combined gross assets of $9.5 million.
Fundsmith Investment Services Limited reports 12 employees.
Fundsmith Investment Services Limited is based in Black River and has been SEC-registered since 2023.
Fundsmith Investment Services Limited is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | Black River Business Park, Black River 90911 |
| Phone | 00 230 483 3015 |
| Office hours | 9:00 To 5:00 |
| SEC region | HQ |
| Discloses disciplinary history | No |
| Discretionary | $37.42B |
| Non-discretionary | $2.62B |
| Total (RAUM) | $40.03B |