MARTIN CURRIE INVESTMENT MANAGEMENT LIMITED

Latest filing: Apr 05, 2024 (208 days ago)

AUM

$9,419,032,149
9% change vs. 1 year ago
97% change vs. 3 years ago
54% change vs. 5 years ago
13% change vs. 10 years ago

Employee Count

81
-7% change vs. 1 year ago
-16% change vs. 3 years ago
-51% change vs. 5 years ago
-55% change vs. 10 years ago

Main Office

EDINBURGH,
5 MORRISON STREET, EDINBURGH, , UNITED KINGDOM, EH3 8BH

Client AUM

Discretion AUM
Discretionary $9.4
Non-Discretionary $0.0
Total $9.4
Client AUM
Retail $0.0
Pooled $7.2
Institutional $2.2
Total $9.4
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
STATE STREET BANK AND TRUST COMPANY BOSTON-MA-USA $2.4
JP MORGAN CHASE BANK, N.A. NEW YORK-NY-USA $1.1
CITIBANK N.A. HONG KONG--HKG $1.0

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $2.2
Retail SMA AUM $0.0
Institutional SMA AUM $2.2
Asset Class % AUM
Equity Exch 98% $2.2
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 1% $0.0
Cash 1% $0.0
Other 0% $0.0
Total 100% $2.2

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
FRANKLIN ADVISERS, INC. $339.2 104517
WESTERN ASSET MANAGEMENT COMPANY, LLC $313.8 110441
FRANKLIN TEMPLETON FUND ADVISER, LLC $196.1 140432
CLEARBRIDGE INVESTMENTS, LLC $148.2 137028
FRANKLIN TEMPLETON PRIVATE PORTFOLIO GROUP, LLC $105.4 142219
CLARION PARTNERS, LLC $79.3 broker-dealer 108803
LEXINGTON PARTNERS L.P. $71.9 147281
BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC $56.0 110783
FRANKLIN MUTUAL ADVISERS, LLC $38.4 111376
WESTERN ASSET MANAGEMENT COMPANY LIMITED $28.4 110427
BENEFIT STREET PARTNERS L.L.C. $28.3 158672
TEMPLETON ASSET MANAGEMENT LTD. $26.3 broker-dealer 111382
FRANKLIN TEMPLETON INVESTMENT MANAGEMENT LIMITED $25.3 111360
FRANKLIN TEMPLETON INSTITUTIONAL, LLC $24.9 117384
TEMPLETON GLOBAL ADVISORS LIMITED $22.3 111383
ALCENTRA LIMITED $20.4 160617
ALCENTRA NY, LLC $16.4 128557
FRANKLIN TEMPLETON INVESTMENTS CORP. $14.4 broker-dealer 111364
ROYCE & ASSOCIATES, LP $11.7 107689
K2/D&S MANAGEMENT CO., L.L.C. $9.5 123826
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $8.0 144594
FRANKLIN ADVISORY SERVICES, LLC $7.7 111361
MARTIN CURRIE INC $7.0 110909
TEMPLETON INVESTMENT COUNSEL, LLC $6.4 111370
FIDUCIARY TRUST INTERNATIONAL, LLC $5.5 124062
BSP CLO MANAGEMENT LLC $4.2 304962
WESTERN ASSET MANAGEMENT COMPANY PTE LTD $4.2 142188
WESTERN ASSET MANAGEMENT COMPANY LTD $3.4 143388
CLEARBRIDGE INVESTMENTS (NORTH AMERICA) PTY LIMITED $2.6 151223
FRANKLIN BSP CAPITAL ADVISER LLC $0.5 307684
LEXINGTON ADVISORS LLC $0.3 107364
DARBY OVERSEAS PARTNERS, L.P. $0.2 160799
ROYCE FUND SERVICES, LLC $0.0 broker-dealer 14470
FIDUCIARY TRUST COMPANY OF CANADA $0.0 trust company -
FRANKLIN TEMPLETON AUSTRALIA LIMITED $0.0 -
FRANKLIN TEMPLETON ASSET MANAGEMENT MEXICO, S.A. DE C.V., SOCIEDAD OPERADORA DE FONDOS DE INVERSION $0.0 -
BRANDYWINE GLOBAL INVESTMENT MANAGEMENT (ASIA) PTE. LTD $0.0 -
FRANKLIN TEMPLETON ASSET MANAGEMENT (INDIA) PRIVATE LIMITED $0.0 145421
FRANKLIN TEMPLETON ASSET MANAGEMENT (MALAYSIA) SDN. BHD. $0.0 -
CLARION PARTNERS EMEA LIMITED $0.0 broker-dealer -
WESTERN ASSET MANAGEMENT COMPANY DISTRIBUIDORA DE TITULOS E VALORES MOBILIARIOS LIMITADA $0.0 -
CLEARBRIDGE RARE INFRASTRUCTURE INTERNATIONAL PTY LIMITED $0.0 -
DARBY ASIA INVESTORS (HK), LTD. $0.0 -
FRANKLIN TEMPLETON JAPAN CO., LTD. $0.0 -
FRANKLIN TEMPLETON ALTS BRASIL ADMIN. DE INVESTIMENTOS LTDA. $0.0 288668
CLARION PARTNERS EUROPE LIMITED $0.0 322449
TEMPLETON HANA ASSET MANAGEMENT CO., LTD. $0.0 -
FRANKLIN TEMPLETON INVESTMENTS (ASIA) LIMITED $0.0 broker-dealer 114898
FRANKLIN BSP LENDING ADVISER, L.L.C. $0.0 155644
FRANKLIN TEMPLETON FUND MANAGEMENT LIMITED $0.0 -
CLEARBRIDGE INVESTMENTS LIMITED $0.0 -
FRANKLIN TEMPLETON GSC ASSET MANAGEMENT SDN. BHD. $0.0 -
FRANKLIN DISTRIBUTORS, LLC $0.0 broker-dealer 109064
TEMPLETON ASSET MANAGEMENT (POLAND) TFI S.A. $0.0 -
CLARION PARTNERS EUROPE (U.K.) LIMITED $0.0 322463
FRANKLIN TEMPLETON INTERNATIONAL SERVICES S.A R.L. $0.0 broker-dealer 172140
FRANKLIN TEMPLETON INVESTMENT ADVISORS KOREA CO., LTD $0.0 -
CLARION PARTNERS SECURITIES, LLC $0.0 broker-dealer 166384
WESTERN ASSET MANAGEMENT COMPANY PTY LTD $0.0 -
LEGG MASON (CHILE) INVERSIONES HOLDINGS LIMITADA $0.0 -
DARBY ASIA INVESTORS, LTD. $0.0 -
FRANKLIN TEMPLETON INVESTMENT TRUST MANAGEMENT LIMITED $0.0 -
FRANKLIN TEMPLETON INVESTIMENTOS (BRASIL) LTDA. $0.0 155141
K2 ADVISORS, L.L.C. $0.0 284891

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Control Persons

No control persons found

ADVDB.CO • SOURCE: SEC

Representatives

No representatives found with matching CRD

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2024-10-01 $9.4 $0.0 0% 81 0 0%
2024-04-02 $9.4 $0.0 0% 81 0 0%
2023-04-04 $8.7 $0.7 9% 87 -6 -7%
2022-04-01 $7.8 $1.6 20% 77 4 5%
2021-04-05 $4.8 $4.6 97% 96 -15 -16%
2020-04-01 $5.9 $3.6 61% 155 -74 -48%
2019-04-01 $6.1 $3.3 54% 166 -85 -51%
2018-04-02 $5.7 $3.7 65% 172 -91 -53%
2017-04-01 $6.3 $3.2 51% 203 -122 -60%
2016-04-01 $7.9 $1.5 19% 187 -106 -57%
2015-04-01 $8.3 $1.1 13% 180 -99 -55%
2014-04-01 $8.3 $1.1 13% 180 -99 -55%
2013-04-01 $6.8 $2.6 38% 200 -119 -60%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
ADVISER ACTIVITIES
PORTFOLIO MANAGEMENT (POOLS)
PORTFOLIO MANAGEMENT (SMB)
OTHER ACTIVITIES
COMMODITY TRADING ADVISOR

ADVDB.CO • SOURCE: SEC FORM ADV