DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Abrdn Investments Limited
Latest filing May 18, 2026
First filing on the tape Mar 28, 2012 · 87 filings
SEC status approved since Mar 1, 2012
RAUM
$207B
reported, Item 5.F
Discretionary
98%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
1,296
295 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
1
reported on Schedule D
History
87 filings and snapshots on the tape
RAUM$207B as of May 18, 2026
Dec 21, 2012$201B then
HNW client RAUM$0 as of May 18, 2026
Mar 29, 2018$536M then
State-registered IARs (5.B.3)0 as of May 18, 2026
Dec 21, 20120 then
Employees (5.A)1,296 as of May 18, 2026
Dec 21, 2012456 then
Private funds1 as of May 18, 2026
Dec 22, 20169 then
RAUM +17% over the last fiscal year+6.2% a year over threeIARs 0 to 0
Practice profile
derived from the filing of May 18, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $477MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 98%derivedof RAUM
- Institutional
- 14%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +17%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, fixed fees, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companies, selection of other advisersreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$174B84%
- Pension and profit-sharing plans$9.3B4.5%
- Insurance companies$7.9B3.8%
- State and municipal entities$7.7B3.7%
- Investment companies$4.4B2.1%
- Sovereign wealth funds$3.2B1.6%
- Charitable organizations$16.0M0.0%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 24reported
- Charitable clients
- 1reported
- Accounts
- 433reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.86 institutional_share=0.14 related_bd=true related_bank=true bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
19 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Aberdeen Global - Emerging Markets Equity Fundno longer reported | Other Private Fund | $12B | 1,916 | Mar 28, 2012 |
| Aberdeen Liquidity Fund (Lux) - US Dollar Fundno longer reported | Other Private Fund | $2.5B | 218 | Mar 28, 2012 |
| Aberdeen Standard Sicav 1 - Indian Equity Fundno longer reported | Other Private Fund | $1.5B | 1 | Mar 23, 2012 |
| Aberdeen Liquidity Fund (Lux) - Euro Fundno longer reported | Other Private Fund | $1.5B | 129 | Mar 28, 2012 |
| Aberdeen Liquidity Fund (Lux) - Sterling Fundno longer reported | Other Private Fund | $480M | 75 | Mar 28, 2012 |
| Aberdeen Global II - Sterling Bond Fundno longer reported | Other Private Fund | $478M | 111 | Mar 28, 2012 |
| Aberdeen Global - European Equity Fundno longer reported | Other Private Fund | $312M | 234 | Mar 28, 2012 |
| Aberdeen Global - Technology Equity Fundno longer reported | Other Private Fund | $215M | 902 | Mar 28, 2012 |
| Aldwych Capital Partners LPno longer reported | Private Equity Fund | $170M | 4 | Feb 24, 2015 |
| Aberdeen Global - Eastern European Equity Fundno longer reported | Other Private Fund | $146M | 145 | Mar 28, 2012 |
| Aberdeen Global II - Euro High Yield Bond Fundno longer reported | Other Private Fund | $71.8M | 81 | Mar 28, 2012 |
| Orbita Global Opportunities Strategy Limitedno longer reported | Other Private Fund | $67.0M | 41 | Mar 29, 2018 |
| Aberdeen Global - Select Global Credit Bond Fundno longer reported | Other Private Fund | $57.0M | 59 | Mar 28, 2012 |
| Aberdeen Global - Uk Equity Fundno longer reported | Other Private Fund | $51.4M | 421 | Mar 28, 2012 |
| Aberdeen Global - European Equity (Ex Uk) Fundno longer reported | Other Private Fund | $31.7M | 172 | Mar 28, 2012 |
| P1234 Limitedno longer reported | Private Equity Fund | $26.9M | 30 | Mar 28, 2012 |
| P123 Limited And P123 (C.I.) Limitedno longer reported | Private Equity Fund | $18.1M | 29 | Mar 28, 2012 |
| P25 Limited Partnership Incorporatedno longer reported | Private Equity Fund | $16.3M | 5 | Mar 12, 2013 |
| Aberdeen Sapphire IV Limitedno longer reported | Private Equity Fund | $944,628 | 20 | Mar 28, 2012 |
Owners and control persons
Schedule A and B, latest filing
- Nmn Peter Branner · Directorcontrolsince 10/2023 · owns less than 5%
- Simon Ian Jenkins · Director And Chief Financial Officercontrolsince 07/2024 · owns less than 5%
- Bernard Maurice Xavier Meyer · Director And Chief Executivecontrolsince 06/2023 · owns less than 5%
- Edward Charles Jones · Chief Compliance Officersince 02/2021 · owns less than 5%
Entity owners
- Abrdn Holdings Limited · Shareholderdirect · owns 75% or more
- Abrdn Plc · Shareholderindirect · owns 75% or more of Abrdn Holdings Limited
Related persons
Schedule D 7.A
- Aberdeen Asset Management (Thailand) Limitedinvestment advisern
- Aberdeen Energy & Resources Company IV, LLCpooled vehicle sponsorn
- Aberdeen Energy & Resources Company V, LLCpooled vehicle sponsorn
- Aberdeen European Infrastructure Gp II Limitedpooled vehicle sponsorn
- Aberdeen European Infrastructure Gp III Limitedpooled vehicle sponsorn
- Aberdeen European Infrastructure Gp Limitedpooled vehicle sponsorn
- Aberdeen Fund Distributors, LLCbroker-dealern
- Aberdeen Global Ex-Japan Gp Limitedpooled vehicle sponsorn
- Aberdeen Global Infrastructure Gp II Limitedpooled vehicle sponsorn
- Aberdeen Global Infrastructure Gp Limitedpooled vehicle sponsorn
- Aberdeen Infrastructure Feeder Gp Limitedpooled vehicle sponsorn
- Aberdeen Infrastructure Finance Gp Limitedpooled vehicle sponsorn
- Aberdeen Infrastructure Gp II Limitedpooled vehicle sponsorn
- Aberdeen Pooling II Gp Abpooled vehicle sponsorn
- Aberdeen Secondaries II Gp Sarlpooled vehicle sponsorn
- Aberdeen Standard Carlsbad Gp Limitedpooled vehicle sponsorn
- Aberdeen Standard European Infrastructure Gp IV Limitedpooled vehicle sponsorn
- Aberdeen Standard Global Infrastructure Gp III Ltdpooled vehicle sponsorn
- Aberdeen Standard Gulf Carry Gp Limitedpooled vehicle sponsorn
- Aberdeen Uk Infrastructure Carry Gp Limitedpooled vehicle sponsorn
- Abrdn (Cred II) Gp Limitedpooled vehicle sponsorn
- Abrdn (Il Infrastructure Debt) Gp Limitedpooled vehicle sponsorn
- Abrdn Alternative Funds Limitedinvestment adviserpooled vehicle sponsornRAUM $4.2B
- Abrdn Alternative Investments Limitedinvestment advisern
- Abrdn Asia Limitedinvestment advisernRAUM $40B
- Abrdn Brasil Investimentos Ltdainvestment advisern
- Abrdn Canada Limitedinvestment advisern
- Abrdn Fund Managers Limitedinvestment advisern
- Abrdn Hong Kong Limitedinvestment advisern
- Abrdn Inc.investment adviserbanknRAUM $41B
Advisers that list Abrdn Investments Limited as a related person
Offices
Schedule D 1.F, the 25 largest
- London, United Kingdom163 employees
What changed
consecutive filings, newest first
- Accounts · 412 to 433Sep 3, 2025 to Mar 27, 2026
- Advisory employees · 322 to 295Sep 3, 2025 to Mar 27, 2026
- Pension plan clients · 31 to 24Sep 3, 2025 to Mar 27, 2026
- Pooled vehicle clients · 286 to 297Sep 3, 2025 to Mar 27, 2026
- Employees · 1,375 to 1,296Sep 3, 2025 to Mar 27, 2026
- Discretionary RAUM · $173B to $202BSep 3, 2025 to Mar 27, 2026
- Non-discretionary RAUM · $3.2B to $4.2BSep 3, 2025 to Mar 27, 2026
- Pension RAUM · $8.9B to $9.3BSep 3, 2025 to Mar 27, 2026
- Pooled vehicle RAUM · $149B to $174BSep 3, 2025 to Mar 27, 2026
- RAUM · $176B to $207BSep 3, 2025 to Mar 27, 2026
- Private funds · unset to 1Aug 22, 2025 to Sep 3, 2025
- Accounts · 425 to 412Oct 28, 2024 to Mar 26, 2025
- Advisory employees · 354 to 322Oct 28, 2024 to Mar 26, 2025
- Corporate clients · 1 to 0Oct 28, 2024 to Mar 26, 2025
- Pension plan clients · 19 to 31Oct 28, 2024 to Mar 26, 2025
- Pooled vehicle clients · 275 to 286Oct 28, 2024 to Mar 26, 2025
- Employees · 1,537 to 1,375Oct 28, 2024 to Mar 26, 2025
- Financial planning clients · unset to Oct 28, 2024 to Mar 26, 2025
- HQ state · unset to Oct 28, 2024 to Mar 26, 2025
- Discretionary RAUM · $181B to $173BOct 28, 2024 to Mar 26, 2025
- Non-discretionary RAUM · $3.2B to $3.2BOct 28, 2024 to Mar 26, 2025
- Pension RAUM · $5.3B to $8.9BOct 28, 2024 to Mar 26, 2025
- Pooled vehicle RAUM · $139B to $149BOct 28, 2024 to Mar 26, 2025
- RAUM · $184B to $176BOct 28, 2024 to Mar 26, 2025
- HQ city · ABERDEEN to EDINBURGHMar 22, 2024 to Apr 16, 2024
- Other offices · 2 to 1Mar 22, 2024 to Apr 16, 2024
- Accounts · 452 to 425Mar 5, 2024 to Mar 22, 2024
- Advisory employees · 409 to 354Mar 5, 2024 to Mar 22, 2024
- Corporate clients · 0 to 1Mar 5, 2024 to Mar 22, 2024
- HNW clients · 1 to 0Mar 5, 2024 to Mar 22, 2024
- Pension plan clients · 18 to 19Mar 5, 2024 to Mar 22, 2024
- Pooled vehicle clients · 294 to 275Mar 5, 2024 to Mar 22, 2024
- Employees · 1,613 to 1,537Mar 5, 2024 to Mar 22, 2024
- Other offices · 3 to 2Mar 5, 2024 to Mar 22, 2024
- Private funds · 5 to unsetMar 5, 2024 to Mar 22, 2024
- Discretionary RAUM · $170B to $181BMar 5, 2024 to Mar 22, 2024
- HNW RAUM · $21.1M to $0Mar 5, 2024 to Mar 22, 2024
- Non-discretionary RAUM · $2.4B to $3.2BMar 5, 2024 to Mar 22, 2024
- Pension RAUM · $7.3B to $5.3BMar 5, 2024 to Mar 22, 2024
- Pooled vehicle RAUM · $127B to $139BMar 5, 2024 to Mar 22, 2024
Signals
44 dated events
- Simon Ian Jenkins (Director And Chief Financial Officer) appeared on Schedule A of Abrdn Investments LimitedJul 8, 2024 · Control person joined · fact
- Nmn Mark Hardiman (Director) no longer on Schedule A of Abrdn Investments Limited (listed 2023-11-30, absent 2024-03-05)Mar 5, 2024 · Control person left · inference
- Elisabeth Denise Thomas (Director) no longer on Schedule A of Abrdn Investments Limited (listed 2023-11-03, absent 2023-11-30)Nov 30, 2023 · Control person left · inference
- Nmn Mark Hardiman (Director) appeared on Schedule A of Abrdn Investments LimitedNov 3, 2023 · Control person joined · fact
- Nmn Peter Branner (Director) appeared on Schedule A of Abrdn Investments LimitedOct 31, 2023 · Control person joined · fact
- Andrew Neil Slater (Director) no longer on Schedule A of Abrdn Investments Limited (listed 2023-06-14, absent 2023-10-04)Oct 4, 2023 · Control person left · inference
- Thomas Christopher Demetriou (Director And Chief Executive) no longer on Schedule A of Abrdn Investments Limited (listed 2023-03-28, absent 2023-06-14)Jun 14, 2023 · Control person left · inference
- Bernard Maurice Xavier Meyer (Direcotr And Chief Executive) appeared on Schedule A of Abrdn Investments LimitedJun 14, 2023 · Control person joined · fact
- Thomas Grant Hotson (Director) no longer on Schedule A of Abrdn Investments Limited (listed 2022-11-29, absent 2023-01-09)Jan 9, 2023 · Control person left · inference
- Thomas Grant Hotson (Director) appeared on Schedule A of Abrdn Investments LimitedApr 19, 2022 · Control person joined · fact
- Lindsay Nicholson Neil Machray (Director) no longer on Schedule A of Abrdn Investments Limited (listed 2021-11-09, absent 2022-02-15)Feb 15, 2022 · Control person left · inference
- Andrew Neil Slater (Director) appeared on Schedule A of Abrdn Investments LimitedNov 9, 2021 · Control person joined · fact
- James Archie Struthers (Director) no longer on Schedule A of Abrdn Investments Limited (listed 2021-09-28, absent 2021-11-09)Nov 9, 2021 · Control person left · inference
- Mark Michael Redman (Director) no longer on Schedule A of Abrdn Investments Limited (listed 2021-09-28, absent 2021-11-09)Nov 9, 2021 · Control person left · inference
- John Robert Mckillop (Director) no longer on Schedule A of Abrdn Investments Limited (listed 2021-09-28, absent 2021-11-09)Nov 9, 2021 · Control person left · inference
- Louis Roderick Paris (Director And Chief Executive) no longer on Schedule A of Abrdn Investments Limited (listed 2021-07-05, absent 2021-09-16)Sep 16, 2021 · Control person left · inference
- Thomas Christopher Demetriou (Director And Chief Executive) appeared on Schedule A of Abrdn Investments LimitedSep 16, 2021 · Control person joined · fact
- Robert Gary Marshall (Director) no longer on Schedule A of Abrdn Investments Limited (listed 2021-03-31, absent 2021-06-04)Jun 4, 2021 · Control person left · inference
- Charles Alexander Hoctor Duncan (Director) no longer on Schedule A of Abrdn Investments Limited (listed 2021-03-31, absent 2021-06-04)Jun 4, 2021 · Control person left · inference
- Mark Michael Redman (Director) appeared on Schedule A of Abrdn Investments LimitedOct 28, 2020 · Control person joined · fact
- David Campbell Fleming (Director) no longer on Schedule A of Abrdn Investments Limited (listed 2020-09-08, absent 2020-10-09)Oct 9, 2020 · Control person left · inference
- Nmn Michael Tumilty (Director) no longer on Schedule A of Abrdn Investments Limited (listed 2020-09-08, absent 2020-10-09)Oct 9, 2020 · Control person left · inference
- Nmn Allison Donaldson (Director) no longer on Schedule A of Abrdn Investments Limited (listed 2020-09-08, absent 2020-10-09)Oct 9, 2020 · Control person left · inference
- Allan Craig Macdonald (Director) no longer on Schedule A of Abrdn Investments Limited (listed 2020-09-08, absent 2020-10-09)Oct 9, 2020 · Control person left · inference
- Louis Roderick Paris (Director And Chief Executive) appeared on Schedule A of Abrdn Investments LimitedOct 9, 2020 · Control person joined · fact
- John Robert Mckillop (Director) appeared on Schedule A of Abrdn Investments LimitedOct 9, 2020 · Control person joined · fact
- James Archie Struthers (Director) appeared on Schedule A of Abrdn Investments LimitedOct 9, 2020 · Control person joined · fact
- Elisabeth Denise Thomas (Director) appeared on Schedule A of Abrdn Investments LimitedOct 9, 2020 · Control person joined · fact
- Charles Alexander Hoctor Duncan (Director) appeared on Schedule A of Abrdn Investments LimitedOct 9, 2020 · Control person joined · fact
- Keith Norman Skeoch (Director And Chief Executive) no longer on Schedule A of Abrdn Investments Limited (listed 2020-03-30, absent 2020-09-08)Sep 8, 2020 · Control person left · inference
Across DFX
shared identifiers only, never a name match
- Abrdn Investments Limited · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/ABERDEEN-GROUP-PLCreportedpublic record, Form ADV, Sep 17, 2026
- Website
- ABERDEENINVESTMENTS.COM/EN-GBreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 44 1313729444reportedpublic record, Form ADV, May 18, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026