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SEC data October 1, 2026
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SEC data October 1, 2026
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Sign in or start freeAsset manager · Edinburgh, United Kingdom
SEC-registered investment adviser · CRD 112161 · SEC 801-19420
At a glance
Walter Scott & Partners Limited is an SEC-registered investment adviser based in Edinburgh, United Kingdom, with $66.7 billion in regulatory assets under management as of its Form ADV filed March 30, 2026. Its largest client group by assets is state or municipal government entities. By Form ADV it is a asset manager, ranked 177th of 3,218 asset managers and 362nd of 17,210 SEC-registered advisers by assets.
Main office +441312251357walterscott.comLinkedInAs filed on Form ADV
Hybrid RIA
Walter Scott & Partners Limited is a hybrid RIA: 3 of its employees are also registered representatives of a broker-dealer. It names affiliated broker-dealers: BNY Mellon Asset Management Canada Limited, BNY Mellon Capital Markets, LLC, BNY Mellon Fund Management (luxembourg) S.A., BNY Mellon Investment Management Emea Limited, BNY Mellon Investment Management Hong Kong Limited, BNY Mellon Securities Corporation, BNY Mellon Servicos Financeiros Distribuidora De Titulos E Valores Mobiliarios (dtvm) S.A., Pershing (channel Islands) Limited, Pershing Advisor Solutions LLC, Pershing LLC, Pershing Limited, Pershing Securities Canada Limited, Pershing Securities International Limited, Pershing Securities Limited, Pershing Securities Singapore Private Limited, The Bank of New York Mellon Securities Company Japan Limited and The Bank of New York Mellon, S.a., Institucion De Banca Multiple.
An introducing broker-dealer: its trades clear through Pershing, which holds the brokerage accounts. Its annual audited report filed with the SEC, April 2026
An introducing broker-dealer: its trades clear through another firm, which holds the brokerage accounts. Its annual audited report filed with the SEC, February 2026
Its Form ADV brochure (filed March 2026) names BNY Mellon Securities as the broker-dealer its advisers are registered with.
Some of our employees are registered representatives of our affiliate, BNY Mellon Securities Corporation (BNYSC), a registered investment adviser under the Investment Advisers Act of 1940, as amended, a registered broker-dealer under the Se
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| State or municipal government entities | 47 | $24B | 36% |
| Investment companies | 21 | $19B | 28% |
| Pooled investment vehicles | 16 | $10B | 15% |
| Pension and profit sharing plans | 42 | $5.9B | 9% |
| Other | 35 | $5.2B | 8% |
| Insurance companies | 5 | $1.7B | 3% |
| Other investment advisers | 5 | $728M | 1% |
Walter Scott & Partners Limited answers yes to 4 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
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Walter Scott & Partners Limited reports $66.7 billion in regulatory assets under management across 171 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 30, 2026.
Walter Scott & Partners Limited is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals. It reports a bank or thrift among its related persons. A public reporting company controls it.
By assets, its largest client types are state or municipal government entities ($24.0 billion, 47 clients); investment companies ($19.0 billion, 21 clients); pooled investment vehicles ($10.1 billion, 16 clients).
Walter Scott & Partners Limited answers yes to 4 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Every figure is Walter Scott & Partners Limited’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-30), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →