Walter Scott & Partners Limited

RIASEC RegisteredEst. 1983

Total AUM

$66.7B

Discretionary

$66.7B

100% of AUM

Avg account

$390M

Accounts

171

Employees

162

Advisory reps

Firm details

Headquarters: Edinburgh,
CRD number: 112161
Registered since: September 29, 1983
Website: www.walterscott.com
Custodians: BNY, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, STATE STREET BANK AND TRUST COMPANY
Fee structure: Percentage of AUM, Performance Based Fees
Client types: State / Municipal Government36%
Investment Companies28.46%
Pooled Investment Vehicles15.22%
Pension & Profit Sharing Plans8.87%
Other7.82%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Walter Scott & Partners Limited is an institutional investment adviser focused on managing portfolios for institutions and pooled investment vehicles. Registered with the SEC since 1983, the firm operates as a corporation with foreign and individual ownership elements and is classified as an institutional RIA. Its advisory work spans portfolio management for investment companies, pooled vehicles and businesses or institutions, and it also performs CPO/CTA activities and acts in sponsor/GP roles for pooled funds. Fee arrangements include both percentage-of-assets and performance-based structures, and the firm describes itself as an active ESG investor.