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FUNDSMITH INVESTMENT SERVICES LIMITED

BEAUX SONGES, Mauritius · CRD 310498 · IAPD ↗ · 00 230 483 3015

$24.58BRegulatory AUM
2Advisory reps
12Employees
0Clients
n/aPlanning clients
1Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

20
July 2026 — FUNDSMITH INVESTMENT SERVICES LIMITED reported RAUM down 39% ($40.03B -> $24.58B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
20
May 2026 — FUNDSMITH INVESTMENT SERVICES LIMITED moved its main office from BLACK RIVER, to BEAUX SONGES, .
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
45
July 2025 — FUNDSMITH INVESTMENT SERVICES LIMITED now reports 1 private fund(s) ($9.5M gross).
Firm reports private funds for the first time.
Fund administrationCompliance

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