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ABRDN INVESTMENTS LIMITED
CRD 162309File 801-75074
APPROVED
Custody
Disclosure events
Filing as of May 18, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$206.50B
Top 10% of cohort (national)
Discretionary AUM
$202.35B
Non-discretionary $4.15B
Clients
445
433 accounts
Employees
1,296
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Mar 1, 2012
- Principal office
- 1 GEORGE STREET, EDINBURGH, EH2 2LL
- Phone
- 44 1313729444
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $206.50B
- Discretionary AUM
- $202.35B
- Non-discretionary AUM
- $4.15B
- Discretionary accounts
- 422
- Non-discretionary accounts
- 11
- Total accounts
- 433
- AUM per client
- $464.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $0 |
| Non-U.S. persons | 6 | $3.25B |
| Insurance companies | 85 | $7.87B |
| Investment companies | 12 | $4.43B |
| Charitable organizations | Fewer than 5 | $16.0M |
| Other investment advisers | Fewer than 5 | $0 |
| High net worth individuals | Fewer than 5 | $0 |
| Pooled investment vehicles | 297 | $173.95B |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Pension and profit sharing plans | 24 | $9.30B |
| State or municipal government entities | 20 | $7.68B |
| Individuals (other than high net worth individuals) | Fewer than 5 | $0 |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- 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
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- 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- Q11
- Q11D2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 468 | 445 | decreased by23 |
| Apr 1, 2026 | Employees | 1,375 | 1,296 | decreased by79 |
| Apr 1, 2026 | Clients | 428 | 468 | increased by40 |
| Apr 1, 2026 | AUM | $176,033,657,657 | $206,500,141,591 | increased by$30,466,483,934 |
| Apr 1, 2026 | Accounts | 412 | 433 | increased by21 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 755 | 1,375 | increased by620 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 482 | 428 | decreased by54 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $218,808,471,082 | $176,033,657,657 | decreased by$42,774,813,425 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 486 | 412 | decreased by74 |
| Apr 1, 2022 | Clients | 451 | 482 | increased by31 |
| Apr 1, 2022 | AUM | $194,967,264,818 | $218,808,471,082 | increased by$23,841,206,264 |
| Apr 1, 2022 | Accounts | 524 | 486 | decreased by38 |
| 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 “ABRDN INVESTMENTS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ABRDN INVESTMENTS” 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.