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FIRST SENTIER INVESTORS (US) LLC

NEW YORK, NY · CRD 170739 · IAPD ↗ · firstsentierfunds.com · 212-497-9980

$968.6MRegulatory AUM
17Advisory reps
44Employees
1Clients
n/aPlanning clients
8Private funds
0States
9Disclosures
fundSegment
ApprovedSEC status

Filing changes

13
June 2026 — FIRST SENTIER INVESTORS (US) LLC changed its website from firstsentiergroup.com to firstsentierfunds.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
13
May 2026 — FIRST SENTIER INVESTORS (US) LLC changed its website from firstsentierfunds.com to firstsentiergroup.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
13
April 2026 — FIRST SENTIER INVESTORS (US) LLC changed its website from firstsentiergroup.com to firstsentierfunds.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
13
August 2025 — FIRST SENTIER INVESTORS (US) LLC changed its website from firstsentierinvestors.com to firstsentiergroup.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
55
April 2025 — FIRST SENTIER INVESTORS (US) LLC crossed $500M in regulatory AUM ($116.4M -> $922.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
59
July 2024 — FIRST SENTIER INVESTORS (US) LLC grew from 12 to 21 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
35
April 2024 — FIRST SENTIER INVESTORS (US) LLC shrank from 16 to 12 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.