Abrdn Inc.
- Regulatory AUM
- $41.5B
- Discretionary
- $41.5B
- Clients
- 166
- Avg AUM / client
- $250M
- Accounts
- 147
- Employees
- 193
AUM over time
Annual snapshots from Form ADV filings · as of Mar 26, 2026
Asset allocation (SMA assets by investment type)
as of Mar 26, 2026Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 23 | $8.7B | 21.1% |
| Pooled investment vehicles (non-investment companies) | 90 | $15.7B | 37.8% |
| Pension and profit sharing plans | 16 | $9.3B | 22.4% |
| Charitable organizations | 1 | — | — |
| State or municipal government entities | 12 | $3.0B | 7.13% |
| Insurance companies | 13 | $2.0B | 4.83% |
| Sovereign wealth funds and foreign official institutions | 4 | $2.1B | 5.18% |
| Other | 7 | $674M | 1.62% |
Private funds (37)
View all →Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $5.7B combined gross assets
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Columbia Energy Group Pension Plan Nisource Inc. | 2024 | |
| Ibt Consolidated Pension Plan Bd Of Trustees Of Ibt Consolidated Pension Fund | Seattle, WA | 2024 |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Goodson, Alan, Robin | Director | Nov 2015 (11y) | Less than 5% | |
| Andolina, Joseph, Bernard | Director And Chief Compliance Officer | Mar 2018 (8y) | Less than 5% | |
| Oconnor, James, Joseph | Director And Chief Executive Officer | Mar 2020 (6y) | Less than 5% | |
| Tooze, Marika, Irma | Director | Nov 2022 (4y) | Less than 5% | |
| Matsick, Jaclyn, Marie | Director | Jun 2023 (3y) | Less than 5% | |
| Nichols, Rebecca, Suzanne | Director | Jun 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Abrdn Holdings Limited | Shareholder | Jan 1994 | A | 75% or more |
| Abrdn Plc | Shareholder | Aug 2017 | B | ≈ 56.25% – 100% via Abrdn Holdings Limited |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Abrdn Plc: 75% – 100% of Abrdn Holdings Limited × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (37, $5.7B gross assets)
Top 25 of 37 funds by gross assets · all funds
From Form ADV Section 7.B private fund reporting.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Columbia Energy Group Pension Plan | Nisource Inc. | 987 | $334M | 01/01/2024 |
| Ibt Consolidated Pension Plan | Bd Of Trustees Of Ibt Consolidated Pension Fund | 3,457 | $180M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 7.78 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
- • Other fees
- • REIMBURSEMENT OF EXPENSES (PER PART 2A)
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- BNY Mellon $11.4B (20% of AUM) Mar 2023
- Hsbc Securities Services $5.5B (11% of AUM) Oct 2023
- The Master Trust Bank Of Japan, Ltd $2.4B (6% of AUM) Mar 2026
- Citibank $1.9B (5% of AUM) Mar 2026
- J.P. Morgan $1.9B (5% of AUM) Mar 2026
- State Street $167M (0% of AUM) Jan 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗