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WALTER SCOTT & PARTNERS LIMITED
CRD 112161File 801-19420
APPROVED
Custody
Disclosure events
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$66.67B
Top 10% of cohort (national)
Discretionary AUM
$66.67B
Clients
136
171 accounts
Employees
162
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Sep 29, 1983
- Principal office
- ONE CHARLOTTE SQUARE,, EDINBURGH, EH2 4DR
- Phone
- 44-131-225-1357
- Website
- HTTP://www.walterscott.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $66.67B
- Discretionary AUM
- $66.67B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 171
- Non-discretionary accounts
- 0
- Total accounts
- 171
- AUM per client
- $490.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | 5 | $1.70B |
| Investment companies | 21 | $18.97B |
| Other investment advisers | 5 | $727.5M |
| Pooled investment vehicles | 16 | $10.14B |
| Pension and profit sharing plans | 42 | $5.91B |
| State or municipal government entities | 47 | $24.00B |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11C2
- Q11C5
- Q11D2
- Q11D4
- Q11H1C
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 171 | 136 | decreased by35 |
| Apr 1, 2026 | Employees | 159 | 162 | increased by3 |
| Apr 1, 2026 | Clients | 185 | 171 | decreased by14 |
| Apr 1, 2026 | AUM | $78,181,900,591 | $66,667,871,035 | decreased by$11,514,029,556 |
| Apr 1, 2026 | Accounts | 185 | 171 | decreased by14 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 148 | 159 | increased by11 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 199 | 185 | decreased by14 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $108,027,031,724 | $78,181,900,591 | decreased by$29,845,131,133 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 199 | 185 | decreased by14 |
| Apr 1, 2022 | Employees | 136 | 148 | increased by12 |
| Apr 1, 2022 | Clients | 190 | 199 | increased by9 |
| Apr 1, 2022 | AUM | $94,952,063,095 | $108,027,031,724 | increased by$13,074,968,629 |
| Apr 1, 2022 | Accounts | 190 | 199 | increased by9 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WALTER SCOTT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WALTER SCOTT” 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.