BAILLIE GIFFORD OVERSEAS LTD

RIASEC RegisteredEst. 1984

Total AUM

$144B

Discretionary

$141B

98% of AUM

Avg account

$565M

Accounts

255

Employees

1,583

Advisory reps

Firm details

Headquarters: EDINBURGH,
CRD number: 110296
Registered since: April 27, 1984
Website: www.bailliegifford.com
Custodians: STATE STREET BANK AND TRUST COMPANY (UNITED STATES), THE BANK OF NEW YORK MELLON, J.P. MORGAN SECURITIES INC., THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Investment Companies37.85%
State / Municipal Government24.09%
Pension & Profit Sharing Plans17.19%
Pooled Investment Vehicles14.13%
Sovereign Wealth Funds2.92%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Baillie Gifford Overseas Ltd is the corporate, institutional-facing arm of the Baillie Gifford organization as reflected in its SEC registration dating to 1984. The firm serves institutional clients and provides portfolio management across investment companies, pooled vehicles and for businesses or institutions. It also operates in roles beyond pure advisory work — acting as a sponsor/GP and as a CPO/CTA — which indicates it both manages and sponsors pooled investment structures and can provide commodity/derivatives advisory or pool operations. Fee arrangements vary by client and mandate and include percentage-of-AUM, fixed-fee and performance-based structures. The firm identifies as an active ESG investor, suggesting environmental, social and governance factors are integrated into its investment processes and client offerings. Industry affiliations listed for the entity include broker-dealer activity, other investment adviser relationships, CPO/CTA responsibilities and sponsor or managing-member roles for pooled vehicles.