Baillie Gifford Overseas Ltd

RIASEC RegisteredEst. 1984

Total AUM

$144B

Discretionary

$141B

98% of AUM

Avg account

$565M

Accounts

255

Employees

1,583

Advisory reps

Firm details

Headquarters: Edinburgh,
CRD number: 110296
Registered since: April 27, 1984
Website: www.bailliegifford.com
Custodians: STATE STREET BANK AND TRUST COMPANY (UNITED STATES), THE BANK OF NEW YORK MELLON, J.P. MORGAN SECURITIES INC., THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Investment Companies37.85%
State / Municipal Government24.09%
Pension & Profit Sharing Plans17.19%
Pooled Investment Vehicles14.13%
Sovereign Wealth Funds2.92%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Baillie Gifford Overseas Ltd is a corporation that operates as an institutional registered investment adviser focused on serving institutional clients. The firm is classified as a foreign entity and has been SEC-registered since 1984. Its advisory permissions cover portfolio management for investment companies, pooled investment vehicles, and businesses or institutions. It also registers as a CPO/CTA and is affiliated with broker-dealer activity and roles as sponsor/GP/managing member of pooled vehicles. Fee arrangements include asset-based fees, fixed fees, and performance-based fees. The firm identifies as an active ESG investor.