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ABRDN INVESTMENTS LIMITED
CRD 162309File 801-75074
APPROVED
Custody
Disclosure events
Filing as of May 18, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 468 | 445 |
| 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.