Asset manager · Philadelphia, PA
Abrdn Inc.
SEC-registered investment adviser · CRD 111069 · SEC 801-49966
At a glance
Abrdn Inc. is an SEC-registered investment adviser based in Philadelphia, Pennsylvania, with $41.5 billion in regulatory assets under management as of its Form ADV filed March 26, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a asset manager, ranked 236th of 3,218 asset managers and 506th of 17,210 SEC-registered advisers by assets.
Main office 215-405-5700aberdeeninvestments.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $41B
- Rank among asset managers
- #236 of 3,218
- Rank among all SEC RIAs
- #506 of 17,210
- Rank in Pennsylvania
- #19 of 564
- Clients
- 166
- Accounts
- 147
- Discretionary
- 100% of AUM
- Employees
- 193
- Advisory staff
- 55
- Offices
- 3
Owners and executives on its Form ADV
- Alan R. GoodsonDirector
- James J. OconnorDirector and Chief Executive Officer
- Marika I. ToozeDirector
- Jaclyn M. MatsickDirector
- Rebecca S. NicholsDirector
- Joseph F. DietrickDirector
- Elizabeth S. FreyChief Compliance Officer
Custody and brokerage
3 custodians
- Master Trust Bank of Japan$2.4B39%
- Citi$1.9B30%
- J.P. Morgan$1.9B30%
Other RIAs using Master Trust Bank of JapanOther multi-custodian RIAs
Broker-dealer
Hybrid RIA
Abrdn Inc. is a hybrid RIA: 62 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Aberdeen Fund Distributors, LLC.
- Aberdeen Fund Distributors, LLC ↗CRD 146230
Its Form ADV brochure (filed March 2026) names Aberdeen Fund Distributors as the broker-dealer its advisers are registered with.
Certain of our management persons are registered, or have an application pending to register, as registered representatives of AFD.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 90 | $16B | 38% |
| Pension and profit sharing plans | 16 | $9.3B | 22% |
| Investment companies | 23 | $8.7B | 21% |
| State or municipal government entities | 12 | $3.0B | 7% |
| Sovereign wealth funds and foreign official institutions | 4 | $2.1B | 5% |
| Insurance companies | 13 | $2.0B | 5% |
| Other | 7 | $674M | 2% |
| Charitable organizations | 1 | $0M | 0% |
Private funds
Abrdn Inc. reports 25 private funds with $3.7B in gross assets: hedge funds, real estate funds, other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Abrdn Inc. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Fixed fees
- Performance-based fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗aberdeeninvestments.com ↗
AtlasMembers
The full record on Abrdn Inc.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 325 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 7 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Abrdn Inc. manage?
Abrdn Inc. reports $41.5 billion in regulatory assets under management across 147 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 26, 2026.
What kind of firm is Abrdn Inc.?
Abrdn Inc. is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Abrdn Inc.’s clients?
By assets, its largest client types are pooled investment vehicles ($15.7 billion, 90 clients); pension and profit sharing plans ($9.3 billion, 16 clients); investment companies ($8.7 billion, 23 clients).
Does Abrdn Inc. manage private funds?
Yes. It reports 25 private funds with $3.7 billion in gross assets, including hedge funds, real estate funds, other private funds.
Does Abrdn Inc. have any disciplinary history?
Abrdn Inc. reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Abrdn Inc.’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 (2026-03-26), 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 →