ABRDN INVESTMENTS LIMITED
Adviser information for ABRDN INVESTMENTS LIMITED last updated from Form ADV on March 22nd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | United Kingdom |
Employees
| Total Number of Employees | 1537 |
|---|---|
| Investment Advisory/Research | 354 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 407 | $180.5B |
| Non-Discretionary | 18 | $3.2B |
| Total | 425 | $183.7B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | <5 | $0 |
| HNW Individuals | <5 | $0 |
| Banking or thrift institutions | <5 | $0 |
| Investment companies | 12 | $4.0B |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 275 | $138.7B |
| Pension and profit sharing plans | 19 | $5.3B |
| Charitable organizations | <5 | $19.8M |
| State or municipal gov entities | 18 | $6.7B |
| Other investment advisers | <5 | $0 |
| Insurance companies | 93 | $26.3B |
| Sovereign wealth funds and foreign official institutions | 6 | $2.4B |
| Corporations or other businesses | <5 | $0 |
| Other | 6 | $366.5M |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 6 |
| No. of Non-U.S. Clients | 92 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for investment companiesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMFixed feesPerformance-based fees |
Principal Office
10 QUEENS TERRACEABERDEEN
United Kingdom
Monday - Friday, 08:30 - 17:00
Tel: 44 1224631999, Fax: 44 1224647010
Chief Compliance Officer
CHARLES EDWARD JONES
MR
280 BISHOPSGATE
LONDON
United Kingdom
Tel:
+44 207 463 6100
C************@********M
(Full email address available in API data)
Regulatory Contact
DAVID GREIG
MR
10 QUEENS TERRACE
ABERDEEN
United Kingdom
Tel:
+44 1224 631999
Fax:
+44 1224 647010
D**********@********M
(Full email address available in API data)
Industry Affiliates
| ABERDEEN ASSET MANAGEMENT (THAILAND) LIMITED | Other investment adviser, including financial planners |
| ABERDEEN ENERGY & RESOURCES COMPANY IV, LLC | Sponsor, GP, manager of pooled investment vehicles |
| ABERDEEN ENERGY & RESOURCES COMPANY V, LLC | Sponsor, GP, manager of pooled investment vehicles |
| ABERDEEN EUROPEAN INFRASTRUCTURE GP II LIMITED | Sponsor, GP, manager of pooled investment vehicles |
| ABERDEEN EUROPEAN INFRASTRUCTURE GP III LIMITED | Sponsor, GP, manager of pooled investment vehicles |
| ABERDEEN EUROPEAN INFRASTRUCTURE GP LIMITED | Sponsor, GP, manager of pooled investment vehicles |
| ABERDEEN FUND DISTRIBUTORS, LLC | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| ABERDEEN GLOBAL EX-JAPAN GP LIMITED | Sponsor, GP, manager of pooled investment vehicles |
| ABERDEEN GLOBAL INFRASTRUCTURE GP II LIMITED | Sponsor, GP, manager of pooled investment vehicles |
| ABERDEEN GLOBAL INFRASTRUCTURE GP LIMITED | Sponsor, GP, manager of pooled investment vehicles |
| ABERDEEN INFRASTRUCTURE FEEDER GP LIMITED | Sponsor, GP, manager of pooled investment vehicles |
| ABERDEEN INFRASTRUCTURE FINANCE GP LIMITED | Sponsor, GP, manager of pooled investment vehicles |
| ABERDEEN INFRASTRUCTURE GP II LIMITED | Sponsor, GP, manager of pooled investment vehicles |
| ABERDEEN POOLING II GP AB | Sponsor, GP, manager of pooled investment vehicles |
| ABERDEEN SECONDARIES II GP SARL | Sponsor, GP, manager of pooled investment vehicles |
| ABERDEEN STANDARD CARLSBAD GP LIMITED | Sponsor, GP, manager of pooled investment vehicles |
| ABERDEEN STANDARD EUROPEAN INFRASTRUCTURE GP IV LIMITED | Sponsor, GP, manager of pooled investment vehicles |
| ABERDEEN STANDARD GLOBAL INFRASTRUCTURE GP III LTD | Sponsor, GP, manager of pooled investment vehicles |
| ABERDEEN STANDARD GULF CARRY GP LIMITED | Sponsor, GP, manager of pooled investment vehicles |
| ABERDEEN UK INFRASTRUCTURE CARRY GP LIMITED | Sponsor, GP, manager of pooled investment vehicles |
| ABRDN (CRED II) GP LIMITED | Sponsor, GP, manager of pooled investment vehicles |
| ABRDN (IL INFRASTRUCTURE DEBT) GP LIMITED | Sponsor, GP, manager of pooled investment vehicles |
| ABRDN ALTERNATIVE FUNDS LIMITED | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| ABRDN ALTERNATIVE INVESTMENTS LIMITED | Other investment adviser, including financial planners |
| ABRDN ASIA LIMITED | Other investment adviser, including financial planners |
| ABRDN BRASIL INVESTIMENTOS LTDA | Other investment adviser, including financial planners |
| ABRDN CANADA LIMITED | Other investment adviser, including financial planners |
| ABRDN CAPITAL PARTNERS LLP | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| ABRDN FUND MANAGERS LIMITED | Other investment adviser, including financial planners |
| ABRDN HONG KONG LIMITED | Other investment adviser, including financial planners |
| ABRDN INC. | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| ABRDN INVESTMENT MANAGEMENT LIMITED | Other investment adviser, including financial planners |
| ABRDN INVESTMENTS (GENERAL PARTNER UK SHOPPING CENTRE FEEDER FUND LP) LIMITED | Sponsor, GP, manager of pooled investment vehicles |
| ABRDN INVESTMENTS DEUTSCHLAND AG | Other investment adviser, including financial planners |
| ABRDN INVESTMENTS IRELAND LIMITED | Other investment adviser, including financial planners |
| ABRDN INVESTMENTS LUXEMBOURG SA | Other investment adviser, including financial planners |
| ABRDN INVESTMENTS MIDDLE EAST LIMITED | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| ABRDN INVESTMENTS SWITZERLAND AG | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| ABRDN ISLAMIC MALAYSIA SDN. BHD. | Other investment adviser, including financial planners |
| ABRDN JAPAN LIMITED | Other investment adviser, including financial planners |
| ABRDN LIFE AND PENSIONS LIMITED | Insurance company or agency |
| ABRDN MALAYSIA SDN. BHD. | Other investment adviser, including financial planners |
| ABRDN POINSETTIA GP LTD | Sponsor, GP, manager of pooled investment vehicles |
| ABRDN PRIVATE EQUITY (EUROPE) LIMITED | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| ABRDN PRIVATE FUND MANAGEMENT (SHANGHAI) COMPANY LIMITED | Other investment adviser, including financial planners |
| ABRDN REAL ESTATE OPERATIONS LIMITED | Other investment adviser, including financial planners |
| ABRDN SI YUAN PRIVATE FUND MANAGEMENT (SHANGHAI) COMPANY LIMITED | Other investment adviser, including financial planners |
| AEROF (LUXEMBOURG) GP S.A.R.L. | Sponsor, GP, manager of pooled investment vehicles |
| AIPP POOLING I S.A. | Sponsor, GP, manager of pooled investment vehicles |
| AIRPORT INDUSTRIAL GP LIMITED | Sponsor, GP, manager of pooled investment vehicles |
| ANDEAN SOCIAL INFRASTRUCTURE (NO.1) LIMITED | Sponsor, GP, manager of pooled investment vehicles |
| ANDEAN SOCIAL INFRASTRUCTURE GP LIMITED | Other investment adviser, including financial planners |
| ASI (GENERAL PARTNER 2019 EUROPEAN PE A) S.A.R.L. | Sponsor, GP, manager of pooled investment vehicles |
| ASI (GENERAL PARTNER PFF 2018) S.A.R.L | Sponsor, GP, manager of pooled investment vehicles |
| ASI (GENERAL PARTNER SOF IV) LIMITED | Sponsor, GP, manager of pooled investment vehicles |
| ASI (SOF E GP) LIMITED | Sponsor, GP, manager of pooled investment vehicles |
| ASPER (LUXEMBOURG) GP S.� R.L. | Sponsor, GP, manager of pooled investment vehicles |
| CONCESSION INFRASTRUCTURE INVESTMENTS MANAGER LIMITED | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| FLAG ASIA COMPANY III, L.P | Sponsor, GP, manager of pooled investment vehicles |
| FLAG ENERGY & RESOURCES COMPANY II, LLC | Sponsor, GP, manager of pooled investment vehicles |
| FLAG ENERGY & RESOURCES COMPANY III, LLC | Sponsor, GP, manager of pooled investment vehicles |
| FLAG SQUADRON ASIA PACIFIC III GP, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| SLCP (GENERAL PARTNER 2016 CO-INVESTMENT LIMITED) | Sponsor, GP, manager of pooled investment vehicles |
| SLCP (GENERAL PARTNER CPP) LIMITED | Sponsor, GP, manager of pooled investment vehicles |
| SLCP (GENERAL PARTNER EC) LIMITED | Sponsor, GP, manager of pooled investment vehicles |
| SLCP (GENERAL PARTNER ESF I) LIMITED | Sponsor, GP, manager of pooled investment vehicles |
| SLCP (GENERAL PARTNER ESP 2004) LIMITED | Sponsor, GP, manager of pooled investment vehicles |
| SLCP (GENERAL PARTNER ESP 2006) LIMITED | Sponsor, GP, manager of pooled investment vehicles |
| SLCP (GENERAL PARTNER ESP 2008 COINVESTMENT) LIMITED | Sponsor, GP, manager of pooled investment vehicles |
| SLCP (GENERAL PARTNER ESP 2008) LIMITED | Sponsor, GP, manager of pooled investment vehicles |
| SLCP (GENERAL PARTNER ESP CAL) LIMITED | Sponsor, GP, manager of pooled investment vehicles |
| SLCP (GENERAL PARTNER II) LIMITED | Sponsor, GP, manager of pooled investment vehicles |
| SLCP (GENERAL PARTNER INFRASTRUCTURE I LIMITED) | Sponsor, GP, manager of pooled investment vehicles |
| SLCP (GENERAL PARTNER INFRASTRUCTURE SECONDARY I LIMITED) | Sponsor, GP, manager of pooled investment vehicles |
| SLCP (GENERAL PARTNER NASF I) LIMITED | Sponsor, GP, manager of pooled investment vehicles |
| SLCP (GENERAL PARTNER NASP 2006) LIMITED | Sponsor, GP, manager of pooled investment vehicles |
| SLCP (GENERAL PARTNER NASP 2008) LIMITED | Sponsor, GP, manager of pooled investment vehicles |
| SLCP (GENERAL PARTNER PEARL PRIVATE EQUITY LIMITED) | Sponsor, GP, manager of pooled investment vehicles |
| SLCP (GENERAL PARTNER PEARL STRATEGIC CREDIT LIMITED) | Sponsor, GP, manager of pooled investment vehicles |
| SLCP (GENERAL PARTNER SOF I) LIMITED | Sponsor, GP, manager of pooled investment vehicles |
| SLCP (GENERAL PARTNER SOF II) LIMITED | Sponsor, GP, manager of pooled investment vehicles |
| SLCP (GENERAL PARTNER SOF III) LIMITED | Sponsor, GP, manager of pooled investment vehicles |
| SLCP (GENERAL PARTNER TIDAL REACH LIMITED) | Sponsor, GP, manager of pooled investment vehicles |
| SLCP (GENERAL PARTNER) LIMITED | Sponsor, GP, manager of pooled investment vehicles |
| SLIPC (GENERAL PARTNER INFRASTRUCTURE II) S.A.R.L. | Sponsor, GP, manager of pooled investment vehicles |
| SLIPC (GENERAL PARTNER INFRASTRUCTURE III) S.A.R.L. | Sponsor, GP, manager of pooled investment vehicles |
| SLIPC (GENERAL PARTNER SCF I) LIMITED | Sponsor, GP, manager of pooled investment vehicles |
| SQUADRON CAPITAL ASIA PACIFIC GP, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| SQUADRON CAPITAL ASIA PACIFIC II GP, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| SQUADRON CAPITAL PARTNERS LIMITED | Sponsor, GP, manager of pooled investment vehicles |
| STANDARD LIFE INVESTMENTS (GENERAL PARTNER CRED) LIMITED | Sponsor, GP, manager of pooled investment vehicles |
| STANDARD LIFE INVESTMENTS (GENERAL PARTNER ELIREF) S.� R.L. | Sponsor, GP, manager of pooled investment vehicles |
| STANDARD LIFE INVESTMENTS (GENERAL PARTNER EPGF) LIMITED | Sponsor, GP, manager of pooled investment vehicles |
| STANDARD LIFE INVESTMENTS (GENERAL PARTNER EUROPEAN REAL ESTATE CLUB II) LIMITED | Sponsor, GP, manager of pooled investment vehicles |
| STANDARD LIFE INVESTMENTS (GENERAL PARTNER EUROPEAN REAL ESTATE CLUB III) LIMITED | Sponsor, GP, manager of pooled investment vehicles |
| STANDARD LIFE INVESTMENTS (GENERAL PARTNER EUROPEAN REAL ESTATE CLUB) LIMITED | Sponsor, GP, manager of pooled investment vehicles |
| STANDARD LIFE INVESTMENTS BRENT CROSS GENERAL PARTNER LIMITED | Sponsor, GP, manager of pooled investment vehicles |
| UK PRS OPPORTUNITIES GENERAL PARTNER LIMITED | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| ABRDN HOLDINGS LIMITED | Foreign Entity | – | SHAREHOLDER | 04/1988 | > 75% |
| ABRDN PLC | Foreign Entity | ABRDN HOLDINGS LIMITED | SHAREHOLDER | 08/2017 | > 75% |
| Jones, Charles, Edward | Individual | – | CHIEF COMPLIANCE OFFICER | 02/2021 | < 5% |
| Meyer, Xavier, Bernard Maurice | Individual | – | DIRECTOR AND CHIEF EXECUTIVE | 06/2023 | < 5% |
| BRANNER, PETER, NMN | Individual | – | DIRECTOR | 10/2023 | < 5% |