SourcingSourcing

NINETY ONE NORTH AMERICA, INC.

C30
CRD 167922·SEC 801-80153·NEW YORK, NY
AUM
$38.74B
$1B+
Est. Revenue
$387.4M
@ 1% on AUM
Est. EBITDA
$116.2M
@ 30% margin
Est. Deal Value
$929.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
NINETY ONE NORTH AMERICA, INC.
CRD
167922
SEC file #
801-80153
EIN
900948553
DBA names
—

Economics

AUM
$38.74B
AUM band
$1B+
AUM trajectory
'20'26
$17.52B → $38.74B▲ +121%
Client mix
Individuals High Net Worth1,942
Pooled Investment Vehicles36
Pension Profit Sharing Plans15
Other Investment Advisers11
Investment Companies7

Operations

Employees (total)
67
Advisory staff (per ADV)
37
Advisory staff (5-yr trend)
'20'26
27 advisors → 37 advisors▲ +37%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
State Streetlow confidence
Services offered
Portfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
06/26/2025
ADV-W filed at
—
Website
ninetyone.com/united-states

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
NINETY ONE INTERNATIONAL LTD.
Top Owner Pct
87.5
Top Owner Entity Kind
FE
Owner Count
7
Control Persons
NINETY ONE INTERNATIONAL LTD.
GEORGE, BRADLEY, JOHN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
NINETYONE.COM
Rdap Domain Creation Date
2005-04-10T18:13:39Z
Rdap Firm Age Years
21
Rdap Firm Age Band
20+y
Rdap Registrar
CSC Corporate Domains, Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
8
Form 5500 Total Compensation
393,592
Form 5500 Compensation Trajectory 3y
2025387,045
20266,547
Form 5500 Plan Count Trajectory 3y
20257
20261
Schedule C Total Compensation
393,592
Schedule C Service Provider Rows
8

SEC EDGAR

Edgar Cik
0001633343
Edgar Registered
Yes
Edgar Filing Count
50
Edgar First Filing Date
2015-02-13
Edgar Last Filing Date
2026-04-24
Edgar 13f Count
48
Edgar 13f Latest AUM Estimate
Filing Date2026-04-24
Accession0001140361-26-016511
Edgar Former Names
Investec Asset Management North America, Inc.

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
State Street56
E*trade4
Edgar Addresses
Mailing
65 E 55TH ST30TH FLOORNEW YORK, NY 10022
Business
65 E 55TH ST30TH FLOORNEW YORK, NY 10022
Edgar EIN
900948553
Edgar Recent Filings
13F-HR2026-04-24 · 0001140361-26-016511
13F-HR2026-01-27 · 0001140361-26-002461
Fee Schedule
Bracket I77
Bracket V16
Bracket Xi3
Bracket Vii2
Bracket Vi1
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-04-10T18:13:39Z
Rdap Domain Last Changed
2026-04-06T05:06:24Z
Rdap Nameservers
Udns1.cscdns.netUdns2.cscdns.uk
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer ProhibitedServer Delete ProhibitedServer Transfer ProhibitedServer Update Prohibited
Trust Company Affiliate
Yes

People (6)

6
GEORGE, BRADLEY, JOHN
Executive Officer · 2.5%
6732747
GREEN, JOHN, CONRAD
Executive Officer · 2.5%
6026378
MCNAB, JOHN, TERENCE
Executive Officer · 2.5%
5704827
RASOOL, AMINA
Executive Officer · 2.5%
7767681
SEWNATH, SANGEETH
Executive Officer · 2.5%
7989399
TROETEL, DANA, ANDREA
Executive Officer · 2.5%
6373544