Fundsmith Investment Services Limited
- Regulatory AUM
- $24.6B
- Discretionary
- $23.8B
- Clients
- 13
- Avg AUM / client
- $1.9B
- Accounts
- 13
- Employees
- 12
AUM over time
Annual snapshots from Form ADV filings · as of Jun 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 2 | $86.6M | 0.35% |
| Pooled investment vehicles (non-investment companies) | 11 | $24.5B | 99.6% |
People (7)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Armstrong, Tom, Robert | Director Head Of Front Office Operations | Jul 2014 (12y) | Less than 5% | |
| Hossany, Mohammad, Irfaan Asaad | Director | Jul 2014 (12y) | Less than 5% | |
| Laurence, Mark, Aubrey Seymour | Shareholder | Jul 2014 (12y) | 5% – 10% | |
| Robins, Julian, John | Shareholder | Jul 2014 (12y) | 10% – 25% | |
| Smith, Terence, Charles | Director Chief Executive Officer | Jul 2014 (12y) | Less than 5% | |
| Ward, Greville, Victor Bell | Director | Jun 2019 (7y) | Less than 5% | |
| Joomun, Sameerah | Chief Compliance Officer | Sep 2022 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Eighth Wonder Limited | Shareholder | Jul 2017 | A | 75% or more |
| The Eighth Wonder Foundation | Shareholder | Jun 2022 | B | ≈ 56.25% – 100% via Eighth Wonder Limited |
Undisclosed: 0% – 10% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- The Eighth Wonder Foundation: 75% – 100% of Eighth Wonder Limited × 75% – 100% direct ≈ 56.25% – 100% of the firm
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/29/2026 | 1.3 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
Services
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 29, 2026.
View current Form ADV (SEC/IAPD) ↗