{
  "crd_number": 162309,
  "slug": "abrdn-investments-limited-edinburgh-162309",
  "primary_business_name": "ABRDN INVESTMENTS LIMITED",
  "legal_name": "ABRDN INVESTMENTS LIMITED",
  "dbas": [
    "ABERDEEN",
    "ABERDEEN INVESTMENTS",
    "ABERDEEN INVESTMENTS GLOBAL",
    "ABRDN"
  ],
  "city": "Edinburgh",
  "state": null,
  "country": "United Kingdom",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2012-03-01",
  "years_registered": 14,
  "period": "2026-10-01",
  "filing_date": "2026-05-18",
  "carried_forward": false,
  "raum_total": 206500141591.0,
  "raum_discretionary": 202346381884.0,
  "raum_non_discretionary": 4153759707.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 1296,
  "advisory_employees": 295,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 15761469.0,
      "count": 23,
      "description": "MULTI-EMPLOYER"
    },
    "charitable": {
      "raum": 16023105.0,
      "count": 1,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "state_municipal": {
      "raum": 7676692494.0,
      "count": 20
    },
    "insurance_companies": {
      "raum": 7865752057.0,
      "count": 85
    },
    "investment_companies": {
      "raum": 4430983594.0,
      "count": 12
    },
    "pension_profit_sharing": {
      "raum": 9297827107.0,
      "count": 24
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "pooled_investment_vehicles": {
      "raum": 173948026363.0,
      "count": 297
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 3249075402.0,
      "count": 6
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "CA",
    "RI"
  ],
  "websites": [
    "https://aberdeeninvestments.com/EN-GB",
    "https://bsky.app/PROFILE/ABERDEENGROUPPLC.BSKY.SOCIAL",
    "https://facebook.com/ABERDEENGROUPPLC",
    "https://instagram.com/ABERDEENGROUP.PLC",
    "https://linkedin.com/COMPANY/ABERDEEN-GROUP-PLC",
    "https://open.spotify.com/SHOW/3EIEIFSHUSG7VRG8VGDKN0",
    "https://tiktok.com/@ABRDNPLC",
    "https://x.com/ABERDEEN_PLC",
    "https://youtube.com/@ABERDEENGROUPPLC"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/162309",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    }
  ],
  "city_as_filed": "EDINBURGH",
  "url": "https://advisorcensus.com/firm/abrdn-investments-limited-edinburgh-162309",
  "display_name": "Abrdn Investments Limited",
  "summary": "Abrdn Investments Limited is an SEC-registered investment advisory firm in Edinburgh, United Kingdom, registered since 2012, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated May 18, 2026.",
  "citation": "AdvisorCensus. Abrdn Investments Limited (CRD 162309): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "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",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Abrdn Investments Limited compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Abrdn Investments Limited reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees."
    },
    {
      "q": "How much does Abrdn Investments Limited charge?",
      "a": "Its Form ADV Part 2A brochure dated March 27, 2026 states: Asset-based fee: up to 2% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Abrdn Investments Limited located?",
      "a": "Abrdn Investments Limited's principal office is in Edinburgh, United Kingdom, according to its Form ADV; the June 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Abrdn Investments Limited registered with the SEC or a state?",
      "a": "Abrdn Investments Limited is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 162309."
    },
    {
      "q": "How much does Abrdn Investments Limited manage?",
      "a": "Abrdn Investments Limited reports $206,500,141,591 in regulatory assets under management in its Form ADV filing dated May 18, 2026 (98% discretionary)."
    },
    {
      "q": "How have Abrdn Investments Limited's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Abrdn Investments Limited: Regulatory assets under management: $194,967,264,818 in the October 2021 data and $206,500,141,591 in the October 2026 data, up 6%. Total employees: 755 in October 2021 and 1,296 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Abrdn Investments Limited serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (297); insurance companies (85); pension and profit sharing plans (but not the plan participants or government pension plans) (24)."
    },
    {
      "q": "Which custodians does Abrdn Investments Limited use?",
      "a": "Abrdn Investments Limited's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Citibank (Hong Kong) Limited and Citibank UK Limited as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Abrdn Investments Limited report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/162309"
    },
    {
      "q": "What changed in Abrdn Investments Limited's recent Form ADV filings?",
      "a": "In the May 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 194967264818.0,
      "total_employees": 755,
      "filing_date": "2021-09-28"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 218808471082.0,
      "total_employees": 755,
      "filing_date": "2022-08-16"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 172446799631.0,
      "total_employees": 1613,
      "filing_date": "2023-10-04"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 183691301658.0,
      "total_employees": 1537,
      "filing_date": "2024-07-08"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 176033657657.0,
      "total_employees": 1375,
      "filing_date": "2025-03-26"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 206500141591.0,
      "total_employees": 1296,
      "filing_date": "2026-05-18"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 322 to 295.",
        "Regulatory assets under management went from $176,033,657,657 to $206,500,141,591 (+17%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 27, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "2% of assets a year",
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 2% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "Management fees are generally paid quarterly in arrears, are tiered in some cases based upon the net assets under management for the Hedge Fund or account, are subject to breakpoint discounts in some cases based upon capital under management by aIL, and are generally up to 2.00% annually, as described in the relevant Governing Documents."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": 2.0,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Management fees are generally paid quarterly in arrears, are tiered in some cases based upon the net assets under management for the Hedge Fund or account, are subject to breakpoint discounts in some cases based upon capital under management by aIL, and are generally up to 2.00% annually, as described in the relevant Governing Documents."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Citibank (Hong Kong) Limited",
      "name_as_filed": "CITIBANK",
      "affiliated": false
    },
    {
      "name": "Citibank UK Limited",
      "name_as_filed": "CITIBANK",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/abrdn-investments-limited-edinburgh-162309.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 12,
      "fewer_than_5": false,
      "raum": 4430983594.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 297,
      "fewer_than_5": false,
      "raum": 173948026363.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 24,
      "fewer_than_5": false,
      "raum": 9297827107.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": true,
      "raum": 16023105.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 20,
      "fewer_than_5": false,
      "raum": 7676692494.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 85,
      "fewer_than_5": false,
      "raum": 7865752057.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 6,
      "fewer_than_5": false,
      "raum": 3249075402.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 23,
      "fewer_than_5": false,
      "raum": 15761469.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/162309",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}