Walter Scott & Partners Limited

Registered investment adviser · Edinburgh · CRD #112161

Form ADV data as of 2026-09-01

Regulatory assets

$66.67 billion

Total accounts

171

Employees

162

Disclosure events

Firm details

Website: http://www.walterscott.com
Telephone: 44-131-225-1357
SEC file number: 801-19420
Most recent Form ADV filing: 2026-03-30
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm reports 5 disclosure questions answered Yes, covering 4 reported events. Form ADV Item 11 covers charges and pending proceedings as well as findings, so a Yes answer is not itself a finding of wrongdoing. The underlying detail is filed with the SEC.

SEC or CFTC found a violation of its regulations or statutes
SEC or CFTC imposed a civil money penalty or a cease-and-desist order
Another regulator found a violation of investment-related regulations or statutes
Another regulator entered an order in connection with investment-related activity (past 10 years)
A court dismissed an investment-related civil action under a settlement agreement

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$66.67 billion
Non-discretionary regulatory assets under management	$0
Total regulatory assets under management	$66.67 billion
Discretionary accounts	171
Non-discretionary accounts	0
Total accounts	171
Regulatory assets under management attributable to non-U.S. persons	$30.43 billion

People

Total employees (excluding clerical)	162
Employees performing investment advisory functions (including research)	43
Employees who are registered representatives of a broker-dealer	3
Employees registered as investment adviser representatives with a state	0
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	0
Firms or persons who solicit advisory clients on the firm's behalf	2

Custody

Has custody of client cash or bank accounts	No
Has custody of client securities	No
A related person has custody of client cash or bank accounts	Yes
A related person has custody of client securities	Yes
Client funds and securities held in a related person's custody	$32.33 billion
Clients for whom a related person has custody	67
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	Yes
Number of persons acting as qualified custodians for the firm's clients	2

How the firm is compensated

A percentage of assets under managementPerformance-based fees

Advisory services offered

Portfolio management for investment companiesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients

Other business activities

Commodity pool operator or commodity trading advisor

Affiliated related persons

Broker-dealer, municipal securities dealer, or government securities broker or dealerOther investment adviser (including financial planners)Registered municipal advisorCommodity pool operator or commodity trading advisorBanking or thrift institutionTrust companyInsurance company or agencySponsor, general partner, or managing member of pooled investment vehicles

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Recommends securities in which it has another proprietary interest
Provides employee compensation specifically for obtaining clients

Client types

Type of client	Clients	Assets
Investment companies	21	$18.97 billion
Pooled investment vehicles (other than investment companies and BDCs)	16	$10.14 billion
Pension and profit sharing plans (not the participants or government plans)	42	$5.91 billion
State or municipal government entities (including government pension plans)	47	$24.00 billion
Other investment advisers	5	$727.5 million
Insurance companies	5	$1.70 billion
Other	35	$5.21 billion