WALTER SCOTT & PARTNERS LIMITED

CRD 112161File 801-19420

APPROVED

Custody

Disclosure events

Filing as of Mar 30, 2026

Feed vintage Aug 17, 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, 5G

Compensation

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
Aug 17, 2026	Clients	171	136
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.