Ns Partners Ltd
- Regulatory AUM
- $5.9B
- Discretionary
- $5.9B
- Clients
- 20
- Avg AUM / client
- $293M
- Accounts
- 80
- Employees
- 21
AUM over time
Annual snapshots from Form ADV filings · as of Jun 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 1 | $136M | 2.33% |
| Pooled investment vehicles (non-investment companies) | 1 | $420M | 7.16% |
| Other investment advisers | 9 | $5.1B | 86.6% |
| Corporations and other businesses | 9 | $228M | 3.89% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $699M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Ns Partners Emerging Markets Equity Fund, A Series Of Ns Partners Trust | Other Private Fund | Delaware | $699M | 53 |
People (10)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kirk, Anna, Elizabeth | Chief Compliance Officer | Jan 2001 (26y) | Less than 5% | |
| Beattie, Ian, James | Director | Apr 2002 (24y) | Less than 5% | |
| Bray, Timothy, John | Director | Apr 2002 (24y) | Less than 5% | |
| Stoddart, John, Warren | Director | Jul 2011 (15y) | Less than 5% | |
| Hasenauer, Eric, Roman | Sn. Vice President, Co Head | Sep 2013 (13y) | Less than 5% | |
| Simonette, Gary, J | Vice President | Sep 2013 (13y) | Less than 5% | |
| Walsh, Michael, John | Director | Oct 2016 (10y) | Less than 5% | |
| Reynolds, Stephen, Edward | Vice President | Jul 2017 (9y) | Less than 5% | |
| Marzec, Timothy, Michael | Vice President | Aug 2018 (8y) | Less than 5% | |
| Ricketts, John, Wyatt | Sn. Vice President, Co Head | Mar 2022 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Worldinvest Management Limited | Shareholder | Jul 2002 | A | 75% or more |
| Ns Partners Uk Llp | Shareholder | Jul 2011 | B | 75% or more of Worldinvest Management Ltd. (indirect) |
| Connor, Clark & Lunn Financial Group Lp | Shareholder | Jan 2014 | B | 75% or more of Connor, Clark & Lunn Uk Holdings Limited (indirect) |
| Connor, Clark & Lunn Financial Group Ltd. | Partner | Jan 2015 | B | 75% or more of Connor, Clark & Lunn Financial Group Investment Partnership (indirect) |
| Connor, Clark & Lunn Uk Holdings Ltd | Shareholder | Jan 2014 | B | 75% or more of Connor, Clark & Lunn Uk Ltd (indirect) |
| Connor, Clark & Lunn Financial Group Investment Partnership | Partner | Jan 2015 | B | 75% or more of Connor, Clark & Lunn Financial Group Lp (indirect) |
| Connor, Clark & Lunn Uk Limited | Partner | Jul 2011 | B | 50% – 75% of Ns Partners Uk Llp (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $699M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Ns Partners Emerging Markets Equity Fund, A Series Of Ns Partners Trust | Other Private Fund | $699M | $1.0M | 53 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/26/2026 | 1.82 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- RBC $3.7B (63% of AUM) Jun 2026
- J.P. Morgan $936M (20% of AUM) Mar 2023
- State Street $927M (16% of AUM) Jun 2026
- Northern Trust $764M (16% of AUM) Mar 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 26, 2026.
View current Form ADV (SEC/IAPD) ↗