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 operates as an institutional registered investment adviser that primarily serves institutional clients. Organized as a corporation and SEC-registered in 2012, the firm is owned by a mix of foreign entities and individuals. Its advisory remit spans portfolio management for individuals and small businesses, investment companies, pooled vehicles, and institutional clients, and it also performs selection-of-other-advisers duties. Fee arrangements include asset-based fees, fixed fees, and performance-linked fees. The firm identifies as an active ESG investor and is not structured as a capital allocator.