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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

NS PARTNERS LTD

CRD 110625

LONDON

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Search this name across graphsid dfx:ria:db63bbaa-5c94-7efb-b2d9-0d399aeba999

Data as of Jun 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:32 PM UTC and rebuilt at most every 15 minutes.

Relationships: 29
Dated events: 6
On other graphs: 0
Observed: Mar 29, 2012 to Jun 26, 2026
27 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=0.96 institutional_share=0.0 related_bd=false related_bank=true bd_reps=5.0
Regulatory AUM: $5.9BItem 5.F on the latest filing (2026-06-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $5.9B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 21
Advisory employees: 17
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 80
Private funds: 1Schedule D 7.B(1)
Custody, client assets: $420M
SEC number: 801-26315
CRD: 110625
Filings on the tape: 27
First filed: Mar 29, 2012
Latest filed: Jun 26, 2026
Organised: Corporation
Website: ns-partners.cclgroup.com

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
NS PARTNERS EMERGING MARKETS EQUITY FUND, A SERIES OF NS PARTNERS TRUST	Other Private Fund	$699M	Mar 28, 2024	53	Mar 29, 2016	reported	021-259264

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BEATTIE, IAN, JAMES	Director	Na	yes	04/2002	Mar 29, 2012	Mar 28, 2024
BRAY, TIMOTHY, JOHN	Director	Na	yes	04/2002	Mar 29, 2012	Mar 28, 2024
CONNOR, CLARK & LUNN FINANCIAL GROUP INVESTMENT PARTNERSHIP	Partner	E	yes	01/2015	Mar 29, 2016	Mar 28, 2024
CONNOR, CLARK & LUNN FINANCIAL GROUP LP	Shareholder	E	yes	01/2014	Mar 27, 2015	Mar 28, 2024
CONNOR, CLARK & LUNN FINANCIAL GROUP LTD.	Partner	E	yes	01/2015	Mar 29, 2012	Mar 28, 2024
CONNOR, CLARK & LUNN UK HOLDINGS LTD	Shareholder	E	yes	01/2014	Mar 27, 2015	Mar 28, 2024
CONNOR, CLARK & LUNN UK LIMITED	Partner	D	yes	07/2011	Mar 29, 2012	Mar 28, 2024
KIRK, ANNA, ELIZABETH	CHIEF COMPLIANCE OFFICER	Na	yes	01/2001	Mar 29, 2012	Mar 28, 2024
NS PARTNERS UK LLP	Shareholder	E	yes	07/2011	Mar 5, 2013	Mar 28, 2024
STODDART, JOHN, WARREN	Director	Na	yes	07/2011	Mar 29, 2012	Mar 28, 2024
Walsh, Michael, John	Director	Na	yes	10/2016	Dec 5, 2016	Mar 28, 2024
HASENAUER, ERIC, ROMAN	SN. VICE PRESIDENT, CO-HEAD	Na	no	09/2013	Mar 31, 2014	Mar 28, 2024
Marzec, Timothy, Michael	VICE PRESIDENT	Na	no	08/2018	Mar 29, 2019	Mar 28, 2024
Reynolds, Stephen, Edward	VICE PRESIDENT	Na	no	07/2017	Mar 21, 2018	Mar 28, 2024
RICKETTS, JOHN, WYATT	SN. VICE PRESIDENT, CO-HEAD	Na	no	03/2022	Mar 31, 2022	Mar 28, 2024
SIMONETTE, GARY, J	VICE PRESIDENT	Na	no	09/2013	Mar 31, 2014	Mar 28, 2024
WORLDINVEST MANAGEMENT LIMITED	Shareholder	E	no	07/2002	Mar 29, 2012	Mar 28, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD	n/a	Other adviser	$86B	N	yes	n/a
GLOBAL ALPHA CAPITAL MANAGEMENT LTD.	n/a	Other adviser	$6.3B	N	yes	n/a
VERGENT ASSET MANAGEMENT LLP	n/a	Asset manager	$1.2B	N	yes	n/a
PCJ INVESTMENT COUNSEL LTD.	n/a	Asset manager	$924M	N	yes	n/a
FORTWOOD CAPITAL LP	n/a	Asset manager	$513M	N	yes	n/a
CONNOR, CLARK & LUNN (CANADA) LTD.	n/a	n/a	n/a	N	yes	n/a
CONNOR, CLARK & LUNN FUNDS INC.	n/a	n/a	n/a	N	yes	n/a
CONNOR, CLARK & LUNN PRIVATE CAPITAL LTD.	n/a	n/a	n/a	N	yes	n/a
SCHEER, ROWLETT & ASSOCIATES INVESTMENT MANAGEMENT LTD.	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$5.9B	$5.9B	21	17	0	1	n/a
2024	Apr 9, 2025	$5.5B	$5.5B	22	17	0	1	n/a
2023	Mar 28, 2024	$5.4B	$5.4B	22	17	0	1	$699M
2022	Mar 30, 2023	$4.8B	$4.8B	21	17	0	1	$463M
2021	Mar 31, 2022	$5.4B	$5.4B	21	17	0	1	$536M
2020	Mar 31, 2021	$3.6B	$3.6B	18	16	0	1	$109M
2019	Mar 11, 2020	$2.5B	$2.5B	12	11	0	1	$83.0M
2018	Mar 29, 2019	$1.9B	$1.9B	11	10	0	1	$64.4M
2017	Mar 21, 2018	$1.9B	$1.9B	11	10	0	1	$93.4M
2016	Mar 30, 2017	$1.5B	$1.5B	10	9	n/a	1	$65.7M
2015	Mar 29, 2016	$2.0B	$2.0B	12	9	n/a	1	$40.9M
2014	Mar 27, 2015	$1.5B	$1.5B	12	9	n/a	n/a	n/a
2013	Mar 10, 2014	$1.7B	$1.7B	11	8	n/a	n/a	n/a
2012	Mar 5, 2013	$1.5B	$1.5B	11	9	n/a	n/a	n/a
2011	Mar 29, 2012	$1.4B	$1.4B	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$5.9B	$5.5B	5.7%	$4.8B	7.2%	21	22	0	0

Relationships

Affiliated with (11)

← CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTDRegistered adviserother investment adviser, common control
factForm ADV
→ CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTDRegistered adviserother investment adviser, bank, common control
factForm ADV
→ GLOBAL ALPHA CAPITAL MANAGEMENT LTD.Registered adviserother investment adviser, common control
factForm ADV
→ PCJ INVESTMENT COUNSEL LTD.Registered adviserother investment adviser, common control
factForm ADV
→ VERGENT ASSET MANAGEMENTRegistered adviserother investment adviser, bank, common control
factForm ADV
→ FORTWOOD CAPITAL LPRegistered adviserother investment adviser, common control
factForm ADV
← GLOBAL ALPHA CAPITAL MANAGEMENT LTD.Registered adviserother investment adviser, common control
factForm ADV
← PCJ INVESTMENT COUNSEL LTD.Registered adviserother investment adviser, common control
factForm ADV
← VERGENT ASSET MANAGEMENTRegistered adviserother investment adviser, common control
factForm ADV
← FORTWOOD CAPITAL LPRegistered adviserother investment adviser, common control
factForm ADV
← PCJ INVESTMENT COUNSEL LTD.Registered adviserother investment adviser, common control
factForm ADV

Advises (1)

→ NS PARTNERS EMERGING MARKETS EQUITY FUND, A SERIES OF NS PARTNERS TRUSTPrivate fundOther Private Fund, IA
Mar 29, 2016 to presentfactForm ADV

Owns (6)

← RICKETTS, JOHN, WYATTOwnerSN. VICE PRESIDENT, CO-HEAD, ownership code NA, individual
Mar 31, 2022 to Mar 28, 2024factForm ADV
← HASENAUER, ERIC, ROMANOwnerSN. VICE PRESIDENT, CO-HEAD, ownership code NA, individual
Mar 31, 2014 to Mar 28, 2024factForm ADV
← Reynolds, Stephen, EdwardOwnerVICE PRESIDENT, ownership code NA, individual
Mar 21, 2018 to Mar 28, 2024factForm ADV
← SIMONETTE, GARY, JOwnerVICE PRESIDENT, ownership code NA, individual
Mar 31, 2014 to Mar 28, 2024factForm ADV
← Marzec, Timothy, MichaelOwnerVICE PRESIDENT, ownership code NA, individual
Mar 29, 2019 to Mar 28, 2024factForm ADV
← WORLDINVEST MANAGEMENT LIMITEDOwnerSHAREHOLDER, ownership code E, foreign entity
Mar 29, 2012 to Mar 28, 2024factForm ADV

Controls (10)

← STODDART, JOHN, WARRENOwnerDIRECTOR, ownership code NA, individual
Mar 29, 2012 to Mar 28, 2024factForm ADV
← KIRK, ANNA, ELIZABETHOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 29, 2012 to Mar 28, 2024factForm ADV
← BEATTIE, IAN, JAMESOwnerDIRECTOR, ownership code NA, individual
Mar 29, 2012 to Mar 28, 2024factForm ADV
← BRAY, TIMOTHY, JOHNOwnerDIRECTOR, ownership code NA, individual
Mar 29, 2012 to Mar 28, 2024factForm ADV
← Walsh, Michael, JohnOwnerDIRECTOR, ownership code NA, individual
Dec 5, 2016 to Mar 28, 2024factForm ADV
← CONNOR, CLARK & LUNN FINANCIAL GROUP INVESTMENT PARTNERSHIPOwnerPARTNER, ownership code E, foreign entity
Mar 29, 2016 to Mar 28, 2024factForm ADV
← CONNOR, CLARK & LUNN FINANCIAL GROUP LPOwnerSHAREHOLDER, ownership code E, foreign entity
Mar 27, 2015 to Mar 28, 2024factForm ADV
← CONNOR, CLARK & LUNN UK HOLDINGS LTDOwnerSHAREHOLDER, ownership code E, foreign entity
Mar 27, 2015 to Mar 28, 2024factForm ADV
← CONNOR, CLARK & LUNN UK LIMITEDOwnerPARTNER, ownership code D, foreign entity
Mar 29, 2012 to Mar 28, 2024factForm ADV
← NS PARTNERS UK LLPOwnerSHAREHOLDER, ownership code E, foreign entity
Mar 5, 2013 to Mar 28, 2024factForm ADV

Dated events

Occurred
Mar 28, 2024
Control person left
Walter Michael Freund (Director) no longer on Schedule A of Ns Partners Ltd (listed 2023-03-30, absent 2024-03-28)
Form ADVobserved 4 days ago
Occurred
Mar 31, 2022
Regulatory AUM changed
Ns Partners Ltd reported RAUM $5.4B, up 51% from $3.6B (2021-03-31 to 2022-03-31)
Form ADVobserved 4 days ago
$1.8B
Occurred
Mar 31, 2021
Regulatory AUM changed
Ns Partners Ltd reported RAUM $3.6B, up 41% from $2.5B (2020-03-11 to 2021-03-31)
Form ADVobserved 4 days ago
$1.0B
Occurred
Mar 11, 2020
Regulatory AUM changed
Ns Partners Ltd reported RAUM $2.5B, up 37% from $1.9B (2019-03-29 to 2020-03-11)
Form ADVobserved 4 days ago
$682M
Occurred
Mar 11, 2020
Control person left
David Patrick Robitaille (Director) no longer on Schedule A of Ns Partners Ltd (listed 2019-03-29, absent 2020-03-11)
Form ADVobserved 4 days ago
Occurred
Mar 21, 2018
Regulatory AUM changed
Ns Partners Ltd reported RAUM $1.9B, up 29% from $1.5B (2017-09-27 to 2018-03-21)
Form ADVobserved 4 days ago
$433M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:db63bbaa-5c94-7efb-b2d9-0d399aeba999
First observed: Mar 29, 2012
Last observed: Jun 26, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

NS PARTNERS LTD

CRD 110625

LONDON

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:db63bbaa-5c94-7efb-b2d9-0d399aeba999

Data as of Jun 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:32 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

NS PARTNERS EMERGING MARKETS EQUITY FUND, A SERIES OF NS PARTNERS TRUST

Other Private Fund

$699M

Mar 28, 2024

Mar 29, 2016

reported

021-259264

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BEATTIE, IAN, JAMES

Director

yes

04/2002

Mar 29, 2012

Mar 28, 2024

BRAY, TIMOTHY, JOHN

Director

yes

04/2002

Mar 29, 2012

Mar 28, 2024

CONNOR, CLARK & LUNN FINANCIAL GROUP INVESTMENT PARTNERSHIP

Partner

yes

01/2015

Mar 29, 2016

Mar 28, 2024

CONNOR, CLARK & LUNN FINANCIAL GROUP LP

Shareholder

yes

01/2014

Mar 27, 2015

Mar 28, 2024

CONNOR, CLARK & LUNN FINANCIAL GROUP LTD.

Partner

yes

01/2015

Mar 29, 2012

Mar 28, 2024

CONNOR, CLARK & LUNN UK HOLDINGS LTD

Shareholder

yes

01/2014

Mar 27, 2015

Mar 28, 2024

CONNOR, CLARK & LUNN UK LIMITED

Partner

yes

07/2011

Mar 29, 2012

Mar 28, 2024

KIRK, ANNA, ELIZABETH

CHIEF COMPLIANCE OFFICER

yes

01/2001

Mar 29, 2012

Mar 28, 2024

NS PARTNERS UK LLP

Shareholder

yes

07/2011

Mar 5, 2013

Mar 28, 2024

STODDART, JOHN, WARREN

Director

yes

07/2011

Mar 29, 2012

Mar 28, 2024

Walsh, Michael, John

Director

yes

10/2016

Dec 5, 2016

Mar 28, 2024

HASENAUER, ERIC, ROMAN

SN. VICE PRESIDENT, CO-HEAD

09/2013

Mar 31, 2014

Mar 28, 2024

Marzec, Timothy, Michael

VICE PRESIDENT

08/2018

Mar 29, 2019

Mar 28, 2024

Reynolds, Stephen, Edward

VICE PRESIDENT

07/2017

Mar 21, 2018

Mar 28, 2024

RICKETTS, JOHN, WYATT

SN. VICE PRESIDENT, CO-HEAD

03/2022

Mar 31, 2022

Mar 28, 2024

SIMONETTE, GARY, J

VICE PRESIDENT

09/2013

Mar 31, 2014

Mar 28, 2024

WORLDINVEST MANAGEMENT LIMITED

Shareholder

07/2002

Mar 29, 2012

Mar 28, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD

n/a

Other adviser

$86B

yes

n/a

GLOBAL ALPHA CAPITAL MANAGEMENT LTD.

n/a

Other adviser

$6.3B

yes

n/a

VERGENT ASSET MANAGEMENT LLP

n/a

Asset manager

$1.2B

yes

n/a

PCJ INVESTMENT COUNSEL LTD.

n/a

Asset manager

$924M

yes

n/a

FORTWOOD CAPITAL LP

n/a

Asset manager

$513M

yes

n/a

CONNOR, CLARK & LUNN (CANADA) LTD.

n/a

yes

n/a

CONNOR, CLARK & LUNN FUNDS INC.

n/a

yes

n/a

CONNOR, CLARK & LUNN PRIVATE CAPITAL LTD.

n/a

yes

n/a

SCHEER, ROWLETT & ASSOCIATES INVESTMENT MANAGEMENT LTD.

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$5.9B

n/a

2024

Apr 9, 2025

$5.5B

n/a

2023

Mar 28, 2024

$5.4B

$699M

2022

Mar 30, 2023

$4.8B

$463M

2021

Mar 31, 2022

$5.4B

$536M

2020

Mar 31, 2021

$3.6B

$109M

2019

Mar 11, 2020

$2.5B

$83.0M

2018

Mar 29, 2019

$1.9B

$64.4M

2017

Mar 21, 2018

$1.9B

$93.4M

2016

Mar 30, 2017

$1.5B

n/a

$65.7M

2015

Mar 29, 2016

$2.0B

n/a

$40.9M

2014

Mar 27, 2015

$1.5B

n/a

2013

Mar 10, 2014

$1.7B

n/a

2012

Mar 5, 2013

$1.5B

n/a

2011

Mar 29, 2012

$1.4B

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$5.9B

$5.5B

5.7%

$4.8B

7.2%