Overview
Assets Under Management: $84.0 billion
Frequently Asked Questions
WALTER SCOTT & PARTNERS LIMITED is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #112161), WALTER SCOTT & PARTNERS LIMITED is subject to fiduciary duty under federal law.
According to their SEC Form ADV, WALTER SCOTT & PARTNERS LIMITED offers portfolio management for businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
WALTER SCOTT & PARTNERS LIMITED manages $84.0 billion in client assets according to their SEC filing dated August 12, 2024.
According to their SEC Form ADV, WALTER SCOTT & PARTNERS LIMITED serves businesses, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Total Client Accounts: 190
Discretionary Accounts: 188
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 112161
Filing ID: 1874185
Last Filing Date: 2024-08-12 11:34:00