{"url":"https://nivawealth.com/firms/fundsmith-investment-services-limited-310498","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/310498","regulatoryAum":24575319221,"crd":"310498","secFileNumber":"801-123042","legalName":"Fundsmith Investment Services Limited","displayName":"Fundsmith Investment Services Limited","website":null,"founded":null,"organization":"corporation organized in Mauritius","fiscalYearEnd":"March","headquarters":{"street":"Palma B2 Road","city":"Beaux Songes","state":"","stateName":"","country":"Mauritius","postalCode":"1902-01"},"tradeNames":[],"registration":{"secApproved":"2 November 2023","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":12,"advisory":2,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":23812073200,"discretionaryAccounts":12,"nonDiscretionary":763246021,"nonDiscretionaryAccounts":1,"wrapProgram":null,"nonUsClientsPct":62,"nonAumClients":0},"clientTypes":[{"label":"Investment companies","clients":2,"regulatoryAum":86629526},{"label":"Pooled investment vehicles","clients":11,"regulatoryAum":24488689695}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Fundsmith Investment Services Limited has custody of $617.3M for 3 clients.","otherCustodians":[],"leadership":[{"name":"Terence Smith","title":"Director - Chief Executive Officer","crd":"3220157"},{"name":"Tom Armstrong","title":"Chief Operating Officer","crd":"7310013"},{"name":"Sameerah Joomun","title":"Chief Compliance Officer","crd":"7818986"},{"name":"Mohammad Hossany","title":"Director","crd":"7310015"},{"name":"Greville Ward","title":"Director","crd":"1883604"},{"name":"Julian Robins","title":"Shareholder","crd":"2405201"},{"name":"Mark Laurence","title":"Shareholder","crd":"6034546"}],"ownership":[{"label":"Eighth Wonder Limited","detail":"Shareholder in the 75% or more ownership band and a control person, since July 2017."},{"label":"Julian Robins","detail":"Shareholder in the 10% to 25% ownership band, since July 2014."},{"label":"Mark Laurence","detail":"Shareholder in the 5% to 10% ownership band, since July 2014."},{"label":"The Eighth Wonder Foundation","detail":"Indirect owner: a shareholder of Eighth Wonder Limited in the 75% or more band and a control person, since June 2022.","parent":"Eighth Wonder Limited"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"officesByState":[],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"002304833015","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Portfolio management for investment companies","Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":1},"sources":{"adv1FilingDate":"29 June 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/310498/PDF/310498.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Fundsmith Investment Services Limited have?","answer":"Fundsmith Investment Services Limited has 13 clients and manages $24.6 billion for them, as of June 2026. They include 11 pooled investment vehicles and 2 investment companies.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 29 June 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Fundsmith Investment Services Limited offer?","answer":"Fundsmith Investment Services Limited provides portfolio management for investment companies and portfolio management for pooled vehicles.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Fundsmith Investment Services Limited have?","answer":"Fundsmith Investment Services Limited has 0 investment adviser representatives registered with state securities authorities, out of 12 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Fundsmith Investment Services Limited?","answer":"Fundsmith Investment Services Limited is owned through a holding company by The Eighth Wonder Foundation. Its direct owners are Eighth Wonder Limited (75% or more), Julian Robins (10% to 25%) and Mark Laurence (5% to 10%).","source":"Form ADV Part 1A, Schedules A and B, filed 29 June 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Fundsmith Investment Services Limited get paid?","answer":"Fundsmith Investment Services Limited is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":{"url":"https://nivawealth.com/firms/fundsmith-investment-services-limited-310498/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-08-14","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1868537/000186853726000007/0001868537-26-000007-index.html","totalValue":4518917743,"positionCount":27,"top10Share":0.5523746806116625,"top10":[{"issuer":"MARRIOTT INTL INC NEW","titleOfClass":"CL A","cusip":"571903202","value":334243645,"shares":901923,"shareType":"SH","priorValue":392197814,"priorShares":1199125},{"issuer":"STRYKER CORPORATION","titleOfClass":"COM","cusip":"863667101","value":330766181,"shares":1050585,"shareType":"SH","priorValue":389658452,"priorShares":1185850},{"issuer":"WATERS 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Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}