|
⚲
|
| Keyboard |
| Abrdn Investments Limited
✚
|
|
|---|---|
| CRD # | 162309 |
| SEC # | 801-75074 |
| CIK # | 0001505708, 0001309613, 0001544935 |
| AUM | 206.50 B (2026-05-18) |
| Employees | 1,296 (23% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 441313729444 |
| Address | 1 George Street Edinburgh, United Kingdom |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001505708 0001309613 0001544935 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 4.2 | ||
| Nvidia Corp | 3.5 | ||
| Microsoft Corp | 3.2 | ||
| Alphabet Inc | 2.4 | ||
| Amazon Com Inc | 2.4 | ||
| Alphabet Inc | 2.0 | ||
| Tesla Motors Inc | 1.6 | ||
| Broadcom Inc | 1.3 | ||
| Facebook Inc | 1.0 | ||
| J P Morgan Chase & Co | 0.7 | ||
| Lilly Eli & Co | 0.7 | ||
| Johnson & Johnson | 0.6 | ||
| Merck & Co Inc | 0.6 | ||
| Visa Inc | 0.5 | ||
| AbbVie Inc | 0.5 | ||
| Cisco Systems Inc | 0.5 | ||
| Wal Mart Stores Inc | 0.5 | ||
| Mastercard Inc | 0.4 | ||
| Procter & Gamble Co | 0.4 | ||
| Coca Cola Co | 0.4 | ||
| Caterpillar Inc | 0.4 | ||
| Costco Wholesale Corp /NEW | 0.4 | ||
| General Electric Co | 0.3 | ||
| Health Care REIT Inc /DE/ | 0.3 | ||
| Netflix Inc | 0.3 | ||
| Advanced Micro Devices Inc | 0.3 | ||
| Bank of America Corp /DE/ | 0.3 | ||
| Micron Technology Inc | 0.3 | ||
| International Business Machines Corp | 0.3 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | Abrdn Global Sustainable Infrastructure Partners IV LP | [2025-09-03] | 82.0 M | 126.4 M |
| Filed 2025-08-22 (D) · Exemption 3(c)(7), 506(b), 3(c) · Minimum $25,000,000 · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose | ||||
| Other | Orbita Global Opportunities Strategy Limited | 2018-03-29 | 67.0 M | |
| PE | Aldwych Capital Partners LP | [2015-02-24] | 76.2 M | 170.2 M |
| Offered $76,208,724 · Filed 2014-04-30 (D) · Exemption 506(b), 3(c), 3(c)(7) · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | P25 Limited Partnership Incorporated | 2013-03-12 | 16.3 M | |
| Other | Aberdeen Global - Eastern European Equity Fund | 2012-03-28 | 145.9 M | |
| Other | Aberdeen Global - Emerging Markets Equity Fund | 2012-03-28 | 11.83 B | |
| Other | Aberdeen Global - European Equity EX UK Fund | 2012-03-28 | 31.7 M | |
| Other | Aberdeen Global - European Equity Fund | 2012-03-28 | 311.7 M | |
| Other | Aberdeen Global II - Euro High Yield Bond Fund | 2012-03-28 | 71.8 M | |
| Other | Aberdeen Global II - Sterling Bond Fund | 2012-03-28 | 478.1 M | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 12 | 4.4 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 297 | 173.9 |
| (g) Pension and profit sharing plans | 24 | 9.3 |
| (h) Charitable organizations | 1 | 0.0 |
| (i) State or municipal government entities | 20 | 7.7 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 85 | 7.9 |
| (l) Sovereign wealth funds and foreign official institutions | 6 | 3.2 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 23 | 0.0 |
| Total | 433 | 206.5 |
| By Discretionary | ||
| Discretionary | 422 | 202.3 |
| Non-Discretionary | 11 | 4.2 |
| Total | 433 | 206.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 193.5 | |
| United States Persons | 13.0 | |
| Total | 433 | 206.5 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| William Scott | Director | 36 | 6 | |
| Michael Stokes | Director | 23 | 4 | |
| Martin Gilbert | Director | 6 | 3 | |
| John Brett | Director | 5 | 2 | |
| Lynn Fordham | Director | 2 | 2 | |
| Anne Richards | Director | 2 | 2 | |
| Abrdn Global Sustainable Infrastructure GP IV Ltd | Director | 1 | 1 | |
| Andrew Sykes | Director | 1 | 1 | |
| Ivan Hong-Yee Wong | Director | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0001309613] | |
| 3 | [0001309613] | |
| 13F-HR | [0001505708] | |
| 13F-NT | [0001505708] | |
| SC 13G | [0001505708] | |
| 13F-NT | [0001544935] | |
| 3 | [0001544935] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $193.5B |
| Clients | 15 (94 non-US) |
| Serves | Institutional, Retail |
| Fund Types | Private Equity |
| LEI | 549300EI2QZDOKF0UR93 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Thrivent Financial for Lutherans
✚
|
MN | 128.73 B |
|
Pathway Capital Management LP
✚
|
CA | 97.82 B |
|
PPM America Inc
✚
|
IL | 93.79 B |
|
Barrow Hanley Mewhinney & Strauss LLC
✚
|
TX | 59.04 B |
|
Canterbury Consulting Incorporated
✚
|
CA | 45.88 B |
|
TCW Investment Management Company LLC
✚
|
CA | 38.82 B |
|
Impax Asset Management Ltd
✚
|
25.84 B | |
|
Ottawa Avenue Private Capital LLC
✚
|
MI | 22.95 B |
|
Townsquare Capital LLC
✚
|
UT | 18.07 B |
|
CW Advisors LLC
✚
|
MA | 15.22 B |