Schroders Capital Management (us) Inc.

Schroders Capital Management (US), Inc. is an SEC registered investment adviser, part of the Schroders Capital Private Equity group, which includes Schroders Capital Management (Switzerland) AG and Schroders Capital Investment Management (Beijing) Co. The firm specializes in private equity investments, managing over $29 billion in assets as of December 2024. Schroders Capital Private Equity offers services through three business lines: private equity investment services to funds or fund-of-funds, private equity investment services to selected clients, and private equity coverage transactions with selected clients. The firm's investment strategy involves a bottom-up process for investment identification and monitoring, complemented by a top-down macroeconomic assessment. Schroders Capital Private Equity's clients include institutional investors, and the minimum commitment for Schroders Capital Private Equity Funds is typically $5 million. The firm charges management fees based on a percentage of assets under management and may also earn performance-based fees. Schroders Capital Private Equity has a Code of Ethics, a Conflicts of Interest Policy, and procedures to ensure fair allocation of investment opportunities among clients. The firm provides regular reports to investors and maintains constructive custody of client accounts. Schroders Capital Private Equity exercises investment discretion in managing client portfolios and votes on client securities based on the best interests of the clients. The firm is financially sound and capable of meeting all contractual commitments.