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WALTER SCOTT & PARTNERS LIMITED
CRD 112161 · SEC 801-19420
ONE CHARLOTTE SQUARE,, EDINBURGH, DE, EH2 4DR, United Kingdom
Phone
44-131-225-1357
Fax
44-131-225-7997
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$66.67B
Discretionary AUM
$66.67B
Team
162 total employees; 43 advisory reps; 16 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 21 | $18.97B |
| Pooled investment vehicles | 16 | $10.14B |
| Pension/profit sharing plans | 42 | $5.91B |
| State/municipal entities | 47 | $24.00B |
| Other investment advisers | 5 | $727.5M |
| Insurance companies | 5 | $1.70B |
States served
DE, IL, TX
All web addresses on file
Official SEC filing: View on IAPD