Private fund adviser · Edinburgh, United Kingdom
Abrdn Investments Limited
SEC-registered investment adviser · CRD 162309 · SEC 801-75074
At a glance
Abrdn Investments Limited is an SEC-registered investment adviser based in Edinburgh, United Kingdom, with $206.5 billion in regulatory assets under management as of its Form ADV filed May 18, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 31st of 4,686 private fund advisers and 128th of 17,210 SEC-registered advisers by assets.
Main office +441313729444LinkedInAs filed on Form ADV
- Regulatory AUM
- $207B
- Rank among private fund advisers
- #31 of 4,686
- Rank among all SEC RIAs
- #128 of 17,210
- Clients
- 468
- Accounts
- 433
- Discretionary
- 98% of AUM
- Employees
- 1,296
- Advisory staff
- 295
- Offices
- 2
Owners and executives on its Form ADV
- Xavier B. MeyerDirector and Chief Executive
- Peter N. BrannerDirector
- Mandy L. RawlinsonDirector
- Antony J. BrookesChief Compliance Officer
- PARKER W. WERTZDirector
Custody and brokerage
Broker-dealer
Affiliated broker-dealer
It names affiliated broker-dealers: Aberdeen Fund Distributors, LLC, Abrdn Investments Middle East Limited and Abrdn Investments Switzerland AG.
- Aberdeen Fund Distributors, LLC ↗CRD 146230
- Abrdn Investments Middle East Limited
- Abrdn Investments Switzerland AG
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 | 297 | $174B | 84% |
| Pension and profit sharing plans | 24 | $9.3B | 5% |
| Insurance companies | 85 | $7.9B | 4% |
| State or municipal government entities | 20 | $7.7B | 4% |
| Investment companies | 12 | $4.4B | 2% |
| Sovereign wealth funds and foreign official institutions | 6 | $3.2B | 2% |
| Charitable organizations | 1 | $16M | <1% |
| Other | 23 | $16M | <1% |
Private funds
Abrdn Investments Limited reports 1 private funds with $126M in gross assets: other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Abrdn Investments Limited answers yes to 1 disclosure item 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 ↗
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
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗
AtlasMembers
The full record on Abrdn Investments Limited
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 121 peers of its type and size
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- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Abrdn Investments Limited manage?
Abrdn Investments Limited reports $206.5 billion in regulatory assets under management across 433 accounts, 98% of it on a discretionary basis, on its Form ADV filed May 18, 2026.
What kind of firm is Abrdn Investments Limited?
Abrdn Investments Limited is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are Abrdn Investments Limited’s clients?
By assets, its largest client types are pooled investment vehicles ($173.9 billion, 297 clients); pension and profit sharing plans ($9.3 billion, 24 clients); insurance companies ($7.9 billion, 85 clients).
Does Abrdn Investments Limited manage private funds?
Yes. It reports 1 private funds with $126 million in gross assets, including other private funds.
Does Abrdn Investments Limited have any disciplinary history?
Abrdn Investments Limited answers yes to 1 disclosure item 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.
Where these numbers come from
Every figure is Abrdn Investments 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 (2026-05-18), 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 →