Private fund adviser · New York, NY
Ninety One North America, Inc.
SEC-registered investment adviser · CRD 167922 · SEC 801-80153
At a glance
Ninety One North America, Inc. is an SEC-registered investment adviser based in New York, New York, with $41.5 billion in regulatory assets under management as of its Form ADV filed September 30, 2026. Its largest client group by assets is pooled investment vehicles, and it reports 2,204 individual clients. By Form ADV it is a private fund adviser, ranked 189th of 4,686 private fund advisers and 507th of 17,210 SEC-registered advisers by assets.
Main office 917-206-5175ninetyone.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $41B
- Rank among private fund advisers
- #189 of 4,686
- Rank among all SEC RIAs
- #507 of 17,210
- Rank in New York
- #128 of 2,591
- Individual clients
- 2,204
- High-net-worth clients
- 2,204
- Accounts
- 2,290
- Discretionary
- 100% of AUM
- Employees
- 68
- Advisory staff
- 39
- Offices
- 1
Owners and executives on its Form ADV
- John C. GreenDirector
- Dana A. TroetelChief Compliance Officer; Head of Legal; Director
- Bradley J. GeorgeDirector
- Amina RasoolSecretary
- Sangeeth SewnathCeo; Director
- David J. WeaireDirector
Custody and brokerage
Broker-dealer
Hybrid RIA
Ninety One North America, Inc. is a hybrid RIA: 20 of its employees are also registered representatives of a broker-dealer.
Form ADV Part 1 doesn’t name an unaffiliated broker-dealer. The firm’s Part 2A brochure (Item 10) and each adviser’s record on the SEC’s adviser search do.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 40 | $22B | 54% |
| Other investment advisers | 16 | $6.3B | 15% |
| Pension and profit sharing plans | 23 | $5.3B | 13% |
| Other | 5 | $4.1B | 10% |
| Investment companies | 8 | $1.4B | 3% |
| State or municipal government entities | 3 | $1.2B | 3% |
| High-net-worth individuals | 2,204 | $486M | 1% |
| Insurance companies | 1 | $252M | <1% |
| Charitable organizations | 2 | $91M | <1% |
| Corporations or other businesses | 1 | $11M | <1% |
Private funds
Ninety One North America, Inc. reports 9 private funds with $5.2B in gross assets: hedge funds, other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Ninety One North America, Inc. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗ninetyone.com ↗
AtlasMembers
The full record on Ninety One North America, Inc.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 422 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 6 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 2Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Ninety One North America, Inc. manage?
Ninety One North America, Inc. reports $41.5 billion in regulatory assets under management across 2,290 accounts, 100% of it on a discretionary basis, on its Form ADV filed September 30, 2026.
What kind of firm is Ninety One North America, Inc.?
Ninety One North America, Inc. is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are Ninety One North America, Inc.’s clients?
By assets, its largest client types are pooled investment vehicles ($22.3 billion, 40 clients); other investment advisers ($6.3 billion, 16 clients); pension and profit sharing plans ($5.3 billion, 23 clients).
Does Ninety One North America, Inc. manage private funds?
Yes. It reports 9 private funds with $5.2 billion in gross assets, including hedge funds, other private funds.
Does Ninety One North America, Inc. have any disciplinary history?
Ninety One North America, Inc. reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Ninety One North America, Inc.’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 (2026-09-30), 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 →