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BAILLIE GIFFORD OVERSEAS LTD
CRD 110296File 801-21051
APPROVED
Custody
Filing as of Jul 13, 2026
Feed vintage Oct 1, 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 type | Clients | AUM |
|---|---|---|
| Other | 3 | $428.4M |
| Non-U.S. persons | 6 | $4.21B |
| Insurance companies | 2 | $344.6M |
| Investment companies | 23 | $54.50B |
| Charitable organizations | 15 | $1.25B |
| Other investment advisers | 7 | $2.68B |
| Pooled investment vehicles | 76 | $20.35B |
| Pension and profit sharing plans | 59 | $24.76B |
| State or municipal government entities | 57 | $34.69B |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Custody | No | Yes | |
| Aug 17, 2026 | Clients | 255 | 248 | decreased by7 |
| Jun 1, 2026 | Clients | 307 | 255 | decreased by52 |
| Jun 1, 2026 | AUM | $162,550,099,144 | $143,996,422,525 | decreased by$18,553,676,619 |
| Jun 1, 2026 | Accounts | 307 | 255 | decreased by52 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 1,729 | 1,583 | decreased by146 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 352 | 307 | decreased by45 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $186,632,993,581 | $162,550,099,144 | decreased by$24,082,894,437 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 352 | 307 | decreased by45 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 1,566 | 1,729 | increased by163 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 411 | 352 | decreased by59 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $227,696,597,898 | $186,632,993,581 | decreased by$41,063,604,317 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 411 | 352 | decreased by59 |
| Jul 1, 2022 | Employees | 1,435 | 1,566 | increased by131 |
| Jul 1, 2022 | Clients | 370 | 411 | increased by41 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BAILLIE GIFFORD” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BAILLIE GIFFORD” may also match similarly-named firms). Confirm identity against each filing.
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.