Firms
SEC data October 1, 2026
Sign inYou’re seeing a preview. Members get every firm, every advisor and every filing.
Sign in or start freeFirms
SEC data October 1, 2026
Sign inYou’re seeing a preview. Members get every firm, every advisor and every filing.
Sign in or start freeAsset manager · Mumbai, India
SEC-registered investment adviser · CRD 142968 · SEC 801-67514
At a glance
SBI Funds Management Limited is an SEC-registered investment adviser based in Mumbai, India, with $219.9 billion in regulatory assets under management as of its Form ADV filed June 27, 2026. Its largest client group by assets is state or municipal government entities, and it reports 1,916 individual clients. By Form ADV it is a asset manager, ranked 68th of 3,218 asset managers and 115th of 17,210 SEC-registered advisers by assets.
Main office +912261793000sbifunds.comAs filed on Form ADV
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| State or municipal government entities | 3 | $133B | 60% |
| Pooled investment vehicles | 2 | $46B | 21% |
| Pension and profit sharing plans | 23 | $38B | 17% |
| Banking or thrift institutions | 9 | $2.7B | 1% |
| Corporations or other businesses | 40 | $163M | <1% |
| High-net-worth individuals | 1,916 | $151M | <1% |
SBI Funds Management Limited reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
AtlasMembers
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SBI Funds Management Limited reports $219.9 billion in regulatory assets under management across 1,993 accounts, 98% of it on a discretionary basis, on its Form ADV filed June 27, 2026.
SBI Funds Management Limited is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals. It reports a bank or thrift among its related persons.
By assets, its largest client types are state or municipal government entities ($133.0 billion, 3 clients); pooled investment vehicles ($46.3 billion, 2 clients); pension and profit sharing plans ($37.6 billion, 23 clients).
SBI Funds Management Limited reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Every figure is SBI Funds Management Limited’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-06-27), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →