{
  "crd_number": 110296,
  "slug": "baillie-gifford-overseas-ltd-edinburgh-110296",
  "primary_business_name": "BAILLIE GIFFORD OVERSEAS LTD",
  "legal_name": "BAILLIE GIFFORD OVERSEAS LTD",
  "dbas": [],
  "city": "Edinburgh",
  "state": null,
  "country": "United Kingdom",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1984-04-27",
  "years_registered": 42,
  "period": "2026-10-01",
  "filing_date": "2026-07-13",
  "carried_forward": false,
  "raum_total": 143996422525.0,
  "raum_discretionary": 140766297424.0,
  "raum_non_discretionary": 3230125101.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 1583,
  "advisory_employees": 144,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 789231997.0,
      "count": 7,
      "description": "FAMILY OFFICE"
    },
    "charitable": {
      "raum": 1254257172.0,
      "count": 15
    },
    "individuals": {
      "raum": 0.0,
      "count": 0
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 34690052678.0,
      "count": 57
    },
    "insurance_companies": {
      "raum": 344590484.0,
      "count": 2
    },
    "investment_companies": {
      "raum": 54503344552.0,
      "count": 23
    },
    "pension_profit_sharing": {
      "raum": 24755152789.0,
      "count": 59
    },
    "other_investment_advisers": {
      "raum": 2679917781.0,
      "count": 7
    },
    "high_net_worth_individuals": {
      "raum": 0.0,
      "count": 0
    },
    "pooled_investment_vehicles": {
      "raum": 20345038919.0,
      "count": 76
    },
    "corporations_other_businesses": {
      "raum": 428404655.0,
      "count": 3
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 4206431498.0,
      "count": 6
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "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",
    "VI",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://bailliegifford.com",
    "https://facebook.com/BAILLIE-GIFFORD-CO-152587304764159",
    "https://linkedin.com/company/baillie-gifford",
    "https://linkedin.com/showcase/baillie-gifford-usa",
    "https://twitter.com/BAILLIEGIFFORD?LANG=EN",
    "https://usmutualfund.bailliegifford.com",
    "https://youtube.com/user/BaillieGifford"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/110296",
  "city_as_filed": "EDINBURGH",
  "url": "https://advisorcensus.com/firm/baillie-gifford-overseas-ltd-edinburgh-110296",
  "display_name": "Baillie Gifford Overseas Ltd",
  "summary": "Baillie Gifford Overseas Ltd is an SEC-registered investment advisory firm in Edinburgh, United Kingdom, registered since 1984, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated July 13, 2026.",
  "citation": "AdvisorCensus. Baillie Gifford Overseas Ltd (CRD 110296): 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 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"
  ],
  "quick_answers": [
    {
      "q": "How is Baillie Gifford Overseas Ltd compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Baillie Gifford Overseas Ltd reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Baillie Gifford Overseas Ltd located?",
      "a": "Baillie Gifford Overseas Ltd's principal office is in Edinburgh, United Kingdom, according to its Form ADV; the August 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Baillie Gifford Overseas Ltd registered with the SEC or a state?",
      "a": "Baillie Gifford Overseas Ltd is an SEC-registered investment advisory firm, registered since 1984. Status as filed: Approved. CRD 110296."
    },
    {
      "q": "How much does Baillie Gifford Overseas Ltd manage?",
      "a": "Baillie Gifford Overseas Ltd reports $143,996,422,525 in regulatory assets under management in its Form ADV filing dated July 13, 2026 (98% discretionary)."
    },
    {
      "q": "How have Baillie Gifford Overseas Ltd's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Baillie Gifford Overseas Ltd: Regulatory assets under management: $285,170,427,547 in the October 2021 data and $143,996,422,525 in the October 2026 data, down 50%. Total employees: 1,435 in October 2021 and 1,583 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Baillie Gifford Overseas Ltd serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (76); pension and profit sharing plans (but not the plan participants or government pension plans) (59); state or municipal government entities (including government pension plans) (57)."
    },
    {
      "q": "Which custodians does Baillie Gifford Overseas Ltd use?",
      "a": "Baillie Gifford Overseas Ltd's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Bank of New York Mellon, JP Morgan Chase, Northern Trust Company and State Street Bank and Trust Company (United States) as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Baillie Gifford Overseas Ltd report any disciplinary disclosures?",
      "a": "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/110296"
    },
    {
      "q": "What changed in Baillie Gifford Overseas Ltd's recent Form ADV filings?",
      "a": "In the June 2026 filing data: Regulatory assets under management went from $162,550,099,144 to $143,996,422,525 (-11%). Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 285170427547.0,
      "total_employees": 1435,
      "filing_date": "2021-07-01"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 227696597898.0,
      "total_employees": 1566,
      "filing_date": "2022-06-29"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 185931218601.0,
      "total_employees": 1757,
      "filing_date": "2023-06-29"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 186632993581.0,
      "total_employees": 1729,
      "filing_date": "2024-07-26"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 162550099144.0,
      "total_employees": 1583,
      "filing_date": "2025-07-10"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 143996422525.0,
      "total_employees": 1583,
      "filing_date": "2026-07-13"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Regulatory assets under management went from $162,550,099,144 to $143,996,422,525 (-11%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2025-11-01",
      "period_label": "November 2025",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Bank of New York Mellon",
      "name_as_filed": "BANK OF NEW YORK MELLON",
      "affiliated": false
    },
    {
      "name": "JP Morgan Chase",
      "name_as_filed": "JP MORGAN CHASE",
      "affiliated": false
    },
    {
      "name": "Northern Trust Company",
      "name_as_filed": "NORTHERN TRUST COMPANY",
      "affiliated": false
    },
    {
      "name": "State Street Bank and Trust Company (United States)",
      "name_as_filed": "STATE STREET BANK AND TRUST COMPANY (UNITED STATES)",
      "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/baillie-gifford-overseas-ltd-edinburgh-110296.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 23,
      "fewer_than_5": false,
      "raum": 54503344552.0
    },
    {
      "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": 76,
      "fewer_than_5": false,
      "raum": 20345038919.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 59,
      "fewer_than_5": false,
      "raum": 24755152789.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 15,
      "fewer_than_5": false,
      "raum": 1254257172.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 57,
      "fewer_than_5": false,
      "raum": 34690052678.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 7,
      "fewer_than_5": false,
      "raum": 2679917781.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 2,
      "fewer_than_5": false,
      "raum": 344590484.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 6,
      "fewer_than_5": false,
      "raum": 4206431498.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 3,
      "fewer_than_5": false,
      "raum": 428404655.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 7,
      "fewer_than_5": false,
      "raum": 789231997.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "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/110296",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}