ABRDN INVESTMENTS LIMITED

RIASEC RegisteredEst. 2012

Total AUM

$207B

Discretionary

$202B

98% of AUM

Avg account

$477M

Accounts

433

Employees

1,296

Advisory reps

Firm details

Headquarters: EDINBURGH,
CRD number: 162309
Registered since: March 1, 2012
Website: www.abrdn.com
Custodians: CITI PRIVATE BANK, CITI PRIVATE BANK
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Pooled Investment Vehicles84.24%
Pension & Profit Sharing Plans4.5%
Insurance Companies3.81%
State / Municipal Government3.72%
Investment Companies2.15%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Abrdn Investments Limited is a corporate investment adviser that primarily serves institutional clients. The firm is registered with the SEC (since 2012) and operates as a foreign/individual-owned entity. Its advisory scope covers portfolio management across individuals/small businesses, investment companies, pooled vehicles, and institutions, and it also engages in the selection of other advisers. Fee arrangements include percentage-of-AUM, fixed fees, and performance-based fees. Abrdn identifies as an active ESG investor and maintains affiliations across the financial ecosystem, including broker-dealer relationships, other investment adviser roles, CPO/CTA activity, insurance-company connections, and sponsorship or GP roles for pooled investment vehicles.