# Abrdn Inc.

> Abrdn Inc. is an SEC-registered investment advisory firm in Philadelphia, PA, registered since 1995, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 111069
- Filed as: ABRDN INC.
- Also doing business as: ABERDEEN, ABERDEEN INVESTMENTS, ABERDEEN INVESTMENTS GLOBAL, ABRDN, ABRDN INVESTMENTS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Philadelphia, PA
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/111069
- AdvisorCensus page: https://advisorcensus.com/firm/abrdn-inc-philadelphia-pa-111069

## Quick answers

**How is Abrdn Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Abrdn Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Abrdn Inc. located?**
Abrdn Inc.'s principal office is in Philadelphia, PA, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Abrdn Inc. registered with the SEC or a state?**
Abrdn Inc. is an SEC-registered investment advisory firm, registered since 1995. Status as filed: Approved. CRD 111069.

**How much does Abrdn Inc. manage?**
Abrdn Inc. reports $41,477,054,582 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).

**How have Abrdn Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Abrdn Inc.: Regulatory assets under management: $36,810,255,577 in the October 2021 data and $41,477,054,582 in the October 2026 data, up 13%. Total employees: 352 in October 2021 and 193 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Abrdn Inc. serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (90); investment companies (23); pension and profit sharing plans (but not the plan participants or government pension plans) (16).

**Which custodians does Abrdn Inc. use?**
Abrdn Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Citibank, JP Morgan Chase & Co and Master Trust Bank of Japan as custodians holding 10% or more of its separately managed account assets.

**Does Abrdn Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/111069

**What changed in Abrdn Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 47 to 55. Regulatory assets under management went from $37,575,048,457 to $41,477,054,582 (+10%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other

### Custodians (Schedule D, Section 5.K(3))
- Citibank
- JP Morgan Chase & Co
- Master Trust Bank of Japan

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $41,477,054,582
- Discretionary: $41,473,439,299
- Non-discretionary: $3,615,283

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Investment companies | 23 | $8,737,500,351 |
| Pooled investment vehicles (other than investment companies and business development companies) | 90 | $15,667,149,881 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 16 | $9,289,665,999 |
| Charitable organizations | 1 | Not reported |
| State or municipal government entities (including government pension plans) | 12 | $2,959,183,532 |
| Insurance companies | 13 | $2,001,772,545 |
| Sovereign wealth funds and foreign official institutions | 4 | $2,148,020,554 |
| Other | 7 | $673,761,720 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (and business development companies)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 1995 (31 years)
- Employees: 193 total, 55 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Boston, MA
- New York, NY

### Websites listed on Form ADV (Item 1.I)
- aberdeeninvestments.com
- bsky.app/profile/aberdeengroupplc.bsky.social
- open.spotify.com/show/3EiElFShUSG7vRg8vgdkN0
- Facebook @aberdeengroupplc
- Instagram @aberdeengroup.plc
- LinkedIn @aberdeen-group-plc
- TikTok @abrdnplc
- X @Aberdeen_plc
- YouTube @AberdeenStandardInvestments

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $36,810,255,577 | 352 | July 6, 2021 |
| October 2022 | $56,266,003,343 | 291 | September 12, 2022 |
| October 2023 | $52,096,926,901 | 266 | June 30, 2023 |
| October 2024 | $47,163,625,481 | 212 | July 31, 2024 |
| October 2025 | $37,575,048,457 | 193 | July 21, 2025 |
| October 2026 | $41,477,054,582 | 193 | March 26, 2026 |

Regulatory assets under management: $36,810,255,577 in the October 2021 data and $41,477,054,582 in the October 2026 data, up 13%.
Total employees: 352 in October 2021 and 193 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 47 to 55.
- Regulatory assets under management went from $37,575,048,457 to $41,477,054,582 (+10%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Abrdn Inc. (CRD 111069): Form ADV filing data as of October 2026.