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ABRDN INC.
CRD 111069File 801-49966
APPROVED
Custody
Filing as of Mar 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$41.48B
Top 10% of cohort (national)
Discretionary AUM
$41.47B
Non-discretionary $3.6M
Clients
159
147 accounts
Employees
193
Top 10% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Aug 23, 1995
- Principal office
- 1900 MARKET STREET, SUITE 200, PHILADELPHIA, PA, 19103
- Phone
- 215-405-5700
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $41.48B
- Discretionary AUM
- $41.47B
- Non-discretionary AUM
- $3.6M
- Discretionary accounts
- 146
- Non-discretionary accounts
- 1
- Total accounts
- 147
- AUM per client
- $260.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Non-U.S. persons | Fewer than 5 | $2.15B |
| Insurance companies | 13 | $2.00B |
| Investment companies | 23 | $8.74B |
| Charitable organizations | Fewer than 5 | Not reported |
| Pooled investment vehicles | 90 | $15.67B |
| Pension and profit sharing plans | 16 | $9.29B |
| State or municipal government entities | 12 | $2.96B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — REIMBURSEMENT OF EXPENSES (PER PART 2A)
- 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
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- 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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 166 | 159 |
| Aug 12, 2026 | Registration | — | APPROVED |
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.