Abrdn Investments Limited

RIASEC Registered

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 an institutional investment adviser that serves primarily institutional clients while offering a broad slate of portfolio-management services. The firm is registered with the SEC (registered in 2012) and reports a fee mix that includes percentage-of-AUM, fixed fees and performance-based arrangements. Its advisory activities span discretionary portfolio management for individuals and small businesses, investment companies, pooled investment vehicles and institutional clients, and it also engages in selection of other advisers. The firm identifies as an active ESG investor and maintains affiliations across distribution and product roles, including broker-dealer, other investment-adviser relationships, CPO/CTA activity, insurance-company ties, and sponsor/GP/manager roles for pooled vehicles.