RIA Intel›Advisers›WALTER SCOTT & PARTNERS LIMITED

WALTER SCOTT & PARTNERS LIMITED

Institutional

N·EDINBURGH

Data as of Jan 5, 2026 · Source: SEC Form ADV

Total AUM

$78.2B

1-Year AUM Growth

-6.9%

3-Year CAGR

-10.2%

Employees

42

Assets Under Management

Total AUM$78.2B

Discretionary AUM$78.2B

Non-Discretionary AUM$0

Discretionary %100%

Total Clients185

Team

Total Employees42

Investment Advisers159

Employee Growth (1Y)-2.4%

Filing History

Total Filings on Record78

First FilingApr 27, 2001

Latest FilingJan 5, 2026

🔒 Full AUM trend chart and 78 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on WALTER SCOTT & PARTNERS LIMITED

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.