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BAILLIE GIFFORD OVERSEAS LTD

CRD 110296File 801-21051
APPROVED
Custody
Filing as of Jul 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$144.00B
Top 10% of cohort (national)
Discretionary AUM
$140.77B
Non-discretionary $3.23B
Clients
248
255 accounts
Employees
1,583

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
HQ
Registration date
Apr 27, 1984
Principal office
3 HAYMARKET SQUARE, EDINBURGH, EH3 8RY
Phone
+44 131 275 2000

Assets & accounts

ADV Item 5F
Total regulatory AUM
$144.00B
Discretionary AUM
$140.77B
Non-discretionary AUM
$3.23B
Discretionary accounts
243
Non-discretionary accounts
12
Total accounts
255
AUM per client
$580.6M

Clients by type

ADV Item 5D
Client typeClientsAUM
Other3$428.4M
Non-U.S. persons6$4.21B
Insurance companies2$344.6M
Investment companies23$54.50B
Charitable organizations15$1.25B
Other investment advisers7$2.68B
Pooled investment vehicles76$20.35B
Pension and profit sharing plans59$24.76B
State or municipal government entities57$34.69B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
Yes
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 17, 2026Clients255248
Aug 17, 2026Custodyfalsetrue
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.