Thursday, October 22, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB An Amazon intern in 2020, Nevis CEO Mark Swan is the unlikely dream weaver for Focus Financial and other big RIA rollups with 'nightmare' integration issues -- with help from Schwab, Fidelity, OpenAI and AnthropicIN SpaceX’s AI segment now drives more than half its revenue. Here’s what advisors should watch nextFP Why AI might recommend your competitor instead of youFP Why clients are choosing phased retirement — and what advisors should know4K SPARK Forum Offering Scholarships for Retirement Plan AdvisorsFP What Schwab's new ETF platform fees mean for clients, advisorsWM RIA Platform Leaders Ask ‘What’s the Advantage in Having Your Own Form ADV?’IN Fake e-vite phishing scams put high-net-worth clients at riskRB Rick Wurster says Schwab is tackling its forced rationing of long/short SMAs with proprietary 'offering' to stretch balance sheet, but it may be more about a fee upside, a long/short manager saysIN Fintech bytes: 55ip, Vise, Syntax push tax-smart tools for RIAs

Asset manager · Devonshire, Devonshire, Bermuda

NS Management LTD

SEC-registered investment adviser · CRD 297781 · SEC 801-113802

At a glance

NS Management LTD is an SEC-registered investment adviser based in Devonshire, Devonshire, Bermuda, with $850 million in regulatory assets under management as of its Form ADV filed June 17, 2026. Its largest client group by assets is sovereign wealth funds and foreign official institutions, and it reports 13 individual clients. By Form ADV it is a asset manager, ranked 1,437th of 3,218 asset managers and 5,896th of 17,210 SEC-registered advisers by assets.

Main office 441-232-5000nsmb.bmAs filed on Form ADV

Regulatory AUM
$850M
Rank among asset managers
#1,437 of 3,218
Rank among all SEC RIAs
#5,896 of 17,210
Individual clients
13
High-net-worth clients
7
Accounts
21
Discretionary
100% of AUM
Employees
2
Advisory staff
2
Offices
1

Owners and executives on its Form ADV

Custody and brokerage

3 custodians

  1. HSBC Securities Services$446M60%
  2. Kleinwort Benson (jersey) LTD$174M23%
  3. Royal Bank of Canada (channel Islands) LTD$127M17%

Other RIAs using HSBC Securities ServicesOther multi-custodian RIAs

Broker-dealer

No broker-dealer ties

Other RIAs with no broker-dealer ties

Who it serves

Client typeClientsRegulatory AUMShare
Sovereign wealth funds and foreign official institutions–$446M52%
Corporations or other businesses7$217M25%
Individuals6$161M19%
High-net-worth individuals7$26M3%

Disciplinary disclosures

NS Management LTD answers yes to 1 disclosure item in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗

Services

  • Portfolio management for individuals and small businesses
  • 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

AtlasMembers

The full record on NS Management LTD

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, 8 years of filings
Locked
Growth over one, three and five years
Locked
Rank against 1,016 peers of its type and size
Locked
Owners and executives, with titles and stakes
4 namedLocked
Main office, fax and compliance officer
Locked
Filing changes this year, with alerts
1Locked
Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Background

Questions

How much does NS Management LTD manage?

NS Management LTD reports $850 million in regulatory assets under management across 21 accounts, 100% of it on a discretionary basis, on its Form ADV filed June 17, 2026.

What kind of firm is NS Management LTD?

NS Management LTD is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.

Who are NS Management LTD’s clients?

By assets, its largest client types are sovereign wealth funds and foreign official institutions ($446 million); corporations or other businesses ($217 million, 7 clients); individuals ($161 million, 6 clients).

Does NS Management LTD have any disciplinary history?

NS Management LTD answers yes to 1 disclosure item in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.

Where these numbers come from

Every figure is NS Management LTD’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 (2026-06-17), 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 →