Firm profile

Baillie Gifford Overseas Ltd.

EDINBURGH, United KingdomCRD 110296Registration Status: ApprovedEffective since April 27, 1984SEC # 801-21051Latest ADV July 13, 2026

Baillie Gifford Overseas Ltd is an SEC registered investment adviser organized as a corporation with a primary office location in Edinburgh, United Kingdom. Its latest Form ADV filing, dated July 13, 2026, reports $144.0B in regulatory assets under management, 1,583 employees, 3 offices, and 255 accounts.

Assets Under Management

$144.0B

Employees

1,583

Offices

3 offices

Total Clients

255

Associated firm names

1 name listed

BAILLIE GIFFORD OVERSEAS LTD

Leadership

2 roles identified

CEOGavin R. G. Scott

CCOSarah A. Mckechnie

Advisory services offered

3 types reported

Portfolio management for businesses

Portfolio management for investment companies

Portfolio management for pooled investment vehicles

Fee models offered

3 types reported

Asset based fees

Fixed fees

Performance-based fees

Offices & Contact

Primary office

EDINBURGH, United Kingdom

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Primary office regionOther reported regions

Shading shows states and countries with reported offices. Cities are listed below; shading does not indicate service coverage.

View locations

United Kingdom

EDINBURGHPrimary office

New York

NEW YORK

2 office records listed · 3 total offices reported. 1 additional office addresses are undisclosed and are not mapped. Counts can use different reporting dates. SEC filers may list only their largest 25 additional offices.

Contact and digital presence

ADV profile links

Phone+44 131 275 2000 WebsiteVisit website LinkedInView profile

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$144.0Bas of July 13, 2026

Discretionary97.8%

$140.8B

98% of total RAUM97.8%

Non-discretionary2.2%

$3.2B

2% of total RAUM2.2%

Regulatory assets under management are split between discretionary and non-discretionary assets.

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 29.8% of total clients.

Top client categories% of clientsClients

Pooled Investment Vehicles

29.8%

Pension Plans

23.1%

Government

22.4%

Investment Cos.

9.0%

Charitable

5.9%

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$144.0B

Total Accounts255

10Y AUM Change+$14.4B (+11.1%)

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Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees1,583

Clients per Employee0:1

10Y Employee Change+583 (+58.3%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

Reported ownership ranges

Highlighted bands show the percentage range reported in Form ADV.

0%25%50%75%100%

BAILLIE GIFFORD & CODirect owner · Schedule AInterest in BAILLIE GIFFORD OVERSEAS LTD

75%+

Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Baillie Gifford Overseas Ltd..

Reported ownership and control details

Form ADV · Filing date 2026-07-13 · Schedules A and B

69 entries

#	Owner / person & role	Interest in entity	Reported interest	Control person	Title / status acquired	Source
1	BAILLIE GIFFORD & COPARENT OWNERForeign entity	BAILLIE GIFFORD OVERSEAS LTD	75% or moreCode E	Yes	PARENT OWNER09/1983	Schedule APDF page 45
2	KATHRIN HAMILTONCHAIRIndividual	BAILLIE GIFFORD OVERSEAS LTD	Less than 5%Code NA	Yes	CHAIR02/2016	Schedule APDF page 45
3	ANN-MARIE MITCHELLFINANCE OFFICERIndividual	BAILLIE GIFFORD OVERSEAS LTD	Less than 5%Code NA	Yes	FINANCE OFFICER07/2013	Schedule APDF page 45
4	GAVIN RICHARD GORDON SCOTTDIRECTORIndividual	BAILLIE GIFFORD OVERSEAS LTD	Less than 5%Code NA	Yes	DIRECTOR07/2018	Schedule APDF page 45
5	ADAM HOWARD JOSEPH CONNDIRECTORIndividual	BAILLIE GIFFORD OVERSEAS LTD	Less than 5%Code NA	Yes	DIRECTOR10/2019	Schedule APDF page 45
6	STEPHEN ROGER PASHLEYCHIEF FINANCE OFFICERIndividual	BAILLIE GIFFORD OVERSEAS LTD	Less than 5%Code NA	Yes	CHIEF FINANCE OFFICER06/2023	Schedule APDF page 45
7	LYNDSAY JAYNE COOPERDIRECTORIndividual	BAILLIE GIFFORD OVERSEAS LTD	Less than 5%Code NA	Yes	DIRECTOR02/2024	Schedule APDF page 45
8	GAVIN RICHARD GORDON SCOTTCHIEF EXECUTIVE OFFICERIndividual	BAILLIE GIFFORD OVERSEAS LTD	Less than 5%Code NA	Yes	CHIEF EXECUTIVE OFFICER02/2024	Schedule APDF page 45
9	SARAH ANNE MCKECHNIECHIEF COMPLIANCE OFFICERIndividual	BAILLIE GIFFORD OVERSEAS LTD	Less than 5%Code NA	Yes	CHIEF COMPLIANCE OFFICER12/2024	Schedule APDF page 45
10	FIONA ANNE JOHNSTONCHIEF LEGAL OFFICERIndividual	BAILLIE GIFFORD OVERSEAS LTD	Less than 5%Code NA	Yes	CHIEF LEGAL OFFICER02/2025	Schedule APDF page 45
11	ANDREW JOHN KEILLERDIRECTORIndividual	BAILLIE GIFFORD OVERSEAS LTD	Less than 5%Code NA	Yes	DIRECTOR04/2025	Schedule APDF page 45
12	SARAH ANNE MCKECHNIEDIRECTORIndividual	BAILLIE GIFFORD OVERSEAS LTD	Less than 5%Code NA	Yes	DIRECTOR09/2025	Schedule APDF page 45
13	KATHERINE ANNA DAVIDSONDIRECTORIndividual	BAILLIE GIFFORD OVERSEAS LTD	Less than 5%Code NA	Yes	DIRECTOR09/2025	Schedule APDF page 45
14	MARK ANDREW URQUHARTBENEFICIAL OWNER - PARTNERIndividual	BAILLIE GIFFORD & CO	Percentage not specifiedCode F	Yes	BENEFICIAL OWNER - PARTNER05/2004	Schedule BPDF page 46
15	IAIN ARTHUR DONALD MCCOMBIEBENEFICIAL OWNER - PARTNERIndividual	BAILLIE GIFFORD & CO	Percentage not specifiedCode F	Yes	BENEFICIAL OWNER - PARTNER05/2005	Schedule BPDF page 46
16	WILLIAM SUTCLIFFEBENEFICIAL OWNER - PARTNERIndividual	BAILLIE GIFFORD & CO	Percentage not specifiedCode F	Yes	BENEFICIAL OWNER - PARTNER05/2010	Schedule BPDF page 46
17	NICHOLAS THOMASBENEFICIAL OWNER - PARTNERIndividual	BAILLIE GIFFORD & CO	Percentage not specifiedCode F	Yes	BENEFICIAL OWNER - PARTNER05/2010	Schedule BPDF page 46
18	MALCOLM GRAHAM MACCOLLBENEFICIAL OWNER - PARTNERIndividual	BAILLIE GIFFORD & CO	Percentage not specifiedCode F	Yes	BENEFICIAL OWNER - PARTNER05/2011	Schedule BPDF page 46
19	DAVID WILLIAM SALTERBENEFICIAL OWNER - PARTNERIndividual	BAILLIE GIFFORD & CO	Percentage not specifiedCode F	Yes	BENEFICIAL OWNER - PARTNER05/2011	Schedule BPDF page 46
20	BAILLIE GIFFORD INTERNATIONAL PARTNERSHIPBENEFICIAL OWNER - PARTNERForeign entity	BAILLIE GIFFORD & CO	Percentage not specifiedCode F	Yes	BENEFICIAL OWNER - PARTNER05/2011	Schedule BPDF page 46
21	TIMOTHY EDWARD HUGH CAMPBELLBENEFICIAL OWNER - PARTNERIndividual	BAILLIE GIFFORD & CO	Percentage not specifiedCode F	Yes	BENEFICIAL OWNER - PARTNER05/2012	Schedule BPDF page 46
22	THOMAS KEITH SLATERBENEFICIAL OWNER - PARTNERIndividual	BAILLIE GIFFORD & CO	Percentage not specifiedCode F	Yes	BENEFICIAL OWNER - PARTNER05/2012	Schedule BPDF page 46
23	KATHRIN HAMILTONBENEFICIAL OWNER - PARTNERIndividual	BAILLIE GIFFORD & CO	Percentage not specifiedCode F	Yes	BENEFICIAL OWNER - PARTNER05/2013	Schedule BPDF page 46
24	THOMAS BENEDICT CARGILL COUTTSBENEFICIAL OWNER - PARTNERIndividual	BAILLIE GIFFORD & CO	Percentage not specifiedCode F	Yes	BENEFICIAL OWNER - PARTNER05/2014	Schedule BPDF page 46
25	STUART DUNBARBENEFICIAL OWNER - PARTNERIndividual	BAILLIE GIFFORD & CO	Percentage not specifiedCode F	Yes	BENEFICIAL OWNER - PARTNER05/2014	Schedule BPDF page 46
26	DOUGLAS WILLIAM BRODIEBENEFICIAL OWNER - PARTNERIndividual	BAILLIE GIFFORD & CO	Percentage not specifiedCode F	Yes	BENEFICIAL OWNER - PARTNER05/2015	Schedule BPDF page 46
27	JOHN LACHLAN GRAY MACDOUGALLBENEFICIAL OWNER - PARTNERIndividual	BAILLIE GIFFORD & CO	Percentage not specifiedCode F	Yes	BENEFICIAL OWNER - PARTNER05/2019	Schedule BPDF page 46
28	TIMOTHY JAMES GARRATTBENEFICIAL OWNER - PARTNERIndividual	BAILLIE GIFFORD & CO	Percentage not specifiedCode F	Yes	BENEFICIAL OWNER - PARTNER05/2016	Schedule BPDF page 46
29	ELEANOR CLARE MCKEEBENEFICIAL OWNER - PARTNERIndividual	BAILLIE GIFFORD & CO	Percentage not specifiedCode F	Yes	BENEFICIAL OWNER - PARTNER05/2017	Schedule BPDF page 46
30	DONALD HUGH MILLER FARQUHARSONBENEFICIAL OWNER - PARTNERIndividual	BAILLIE GIFFORD & CO	Percentage not specifiedCode F	Yes	BENEFICIAL OWNER - PARTNER05/2017	Schedule BPDF page 46
31	MATTHEW COLIN JOHN BRETTBENEFICIAL OWNER - PARTNERIndividual	BAILLIE GIFFORD & CO	Percentage not specifiedCode F	Yes	BENEFICIAL OWNER - PARTNER05/2018	Schedule BPDF page 46
32	EVAN DELANEYBENEFICIAL OWNER - PARTNERIndividual	BAILLIE GIFFORD & CO	Percentage not specifiedCode F	Yes	BENEFICIAL OWNER - PARTNER05/2018	Schedule BPDF page 46
33	AMY SYBILLA ELIZABETH ATACKBENEFICIAL OWNER - PARTNERIndividual	BAILLIE GIFFORD & CO	Percentage not specifiedCode F	Yes	BENEFICIAL OWNER - PARTNER05/2018	Schedule BPDF page 46
34	NICHOLAS BERNARD WOODBENEFICIAL OWNER - PARTNERIndividual	BAILLIE GIFFORD & CO	Percentage not specifiedCode F	Yes	BENEFICIAL OWNER - PARTNER05/2018	Schedule BPDF page 46
35	GARY THOMAS ROBINSONBENEFICIAL OWNER - PARTNERIndividual	BAILLIE GIFFORD & CO	Percentage not specifiedCode F	Yes	BENEFICIAL OWNER - PARTNER05/2019	Schedule BPDF page 46
36	Lawrence Philip BurnsBENEFICIAL OWNER - PARTNERIndividual	BAILLIE GIFFORD & CO	Percentage not specifiedCode F	Yes	BENEFICIAL OWNER - PARTNER05/2020	Schedule BPDF page 46
37	Kate Louise FoxBENEFICIAL OWNER - PARTNERIndividual	BAILLIE GIFFORD & CO	Percentage not specifiedCode F	Yes	BENEFICIAL OWNER - PARTNER05/2020	Schedule BPDF page 47
38	Michael Colin GushBENEFICIAL OWNER - PARTNERIndividual	BAILLIE GIFFORD & CO	Percentage not specifiedCode F	Yes	BENEFICIAL OWNER - PARTNER05/2020	Schedule BPDF page 47
39	JING YI "HELEN" XIONGBENEFICIAL OWNER - PARTNERIndividual	BAILLIE GIFFORD & CO	Percentage not specifiedCode F	Yes	BENEFICIAL OWNER - PARTNER05/2020	Schedule BPDF page 47
40	MICHAEL JAMES CRAWFORD WYLIEBENEFICIAL OWNER - PARTNERIndividual	BAILLIE GIFFORD & CO	Percentage not specifiedCode F	Yes	BENEFICIAL OWNER - PARTNER05/2020	Schedule BPDF page 47
41	GAVIN RICHARD GORDON SCOTTBENEFICIAL OWNER - PARTNERIndividual	BAILLIE GIFFORD & CO	Percentage not specifiedCode F	Yes	BENEFICIAL OWNER - PARTNER05/2020	Schedule BPDF page 47
42	IAIN GORDON CAMPBELLBENEFICIAL OWNER - PARTNERIndividual	BAILLIE GIFFORD & CO	Percentage not specifiedCode F	Yes	BENEFICIAL OWNER - PARTNER05/2020	Schedule BPDF page 47
43	DAVID JOHN BUJNOWSKIBENEFICIAL OWNER - PARTNERIndividual	BAILLIE GIFFORD & CO	Percentage not specifiedCode F	Yes	BENEFICIAL OWNER - PARTNER05/2021	Schedule BPDF page 47
44	Colin Robert LennoxBENEFICIAL OWNER - PARTNERIndividual	BAILLIE GIFFORD & CO	Percentage not specifiedCode F	Yes	BENEFICIAL OWNER - PARTNER05/2021	Schedule BPDF page 47
45	Catherine L FlockhartBENEFICIAL OWNER- PARTNERIndividual	BAILLIE GIFFORD & CO	Percentage not specifiedCode F	Yes	BENEFICIAL OWNER- PARTNER05/2021	Schedule BPDF page 47
46	NA "LINDA" LINBENEFICIAL OWNER - PARTNERIndividual	BAILLIE GIFFORD CHINA PARTNERSHIP	Percentage not specifiedCode F	Yes	BENEFICIAL OWNER - PARTNER05/2022	Schedule BPDF page 47
47	MICHAEL PETER STIRLING-AIRDBENEFICIAL OWNER - PARTNERIndividual	BAILLIE GIFFORD & CO	Percentage not specifiedCode F	Yes	BENEFICIAL OWNER - PARTNER05/2022	Schedule BPDF page 47
48	Jenny Marina DavisBENEFICIAL OWNER - PARTNERIndividual	BAILLIE GIFFORD & CO	Percentage not specifiedCode F	Yes	BENEFICIAL OWNER - PARTNER05/2022	Schedule BPDF page 47
49	Peter Lyle SinglehurstBENEFICIAL OWNER - PARTNERIndividual	BAILLIE GIFFORD & CO	Percentage not specifiedCode F	Yes	BENEFICIAL OWNER - PARTNER05/2022	Schedule BPDF page 47
50	Elizabeth Margaret KennedyBENEFICIAL OWNER - PARTNERIndividual	BAILLIE GIFFORD & CO	Percentage not specifiedCode F	Yes	BENEFICIAL OWNER - PARTNER05/2022	Schedule BPDF page 47
51	JULIA ANGELES SOLIZBENEFICIAL OWNER - PARTNERIndividual	BAILLIE GIFFORD & CO	Percentage not specifiedCode F	Yes	BENEFICIAL OWNER - PARTNER05/2022	Schedule BPDF page 47
52	Thomas Patrick WalshBENEFICIAL OWNER - PARTNERIndividual	BAILLIE GIFFORD & CO	Percentage not specifiedCode F	Yes	BENEFICIAL OWNER - PARTNER05/2022	Schedule BPDF page 47
53	Milena Branimirova MilevaBENEFICIAL OWNER - PARTNERIndividual	BAILLIE GIFFORD & CO	Percentage not specifiedCode F	Yes	BENEFICIAL OWNER - PARTNER05/2022	Schedule BPDF page 47
54	BAILLIE GIFFORD CHINA PARTNERSHIPBENEFICIAL OWNER- PARTNERForeign entity	BAILLIE GIFFORD & CO	Percentage not specifiedCode F	Yes	BENEFICIAL OWNER- PARTNER05/2022	Schedule BPDF page 47
55	John Toby Leahy RossBENEFICIAL OWNER - PARTNERIndividual	BAILLIE GIFFORD & CO	Percentage not specifiedCode F	Yes	BENEFICIAL OWNER - PARTNER05/2023	Schedule BPDF page 47
56	STEPHEN ROGER PASHLEYBENEFICIAL OWNER - PARTNERIndividual	BAILLIE GIFFORD & CO	Percentage not specifiedCode F	Yes	BENEFICIAL OWNER - PARTNER05/2023	Schedule BPDF page 47
57	Roderick Brodie Creagh SnellBENEFICIAL OWNER - PARTNERIndividual	BAILLIE GIFFORD & CO	Percentage not specifiedCode F	Yes	BENEFICIAL OWNER - PARTNER05/2023	Schedule BPDF page 47
58	Lesley Margaret DunnBENEFICIAL OWNER - PARTNERIndividual	BAILLIE GIFFORD & CO	Percentage not specifiedCode F	Yes	BENEFICIAL OWNER - PARTNER05/2023	Schedule BPDF page 47
59	James Andrew George DowBENEFICIAL OWNER - PARTNERIndividual	BAILLIE GIFFORD & CO	Percentage not specifiedCode F	Yes	BENEFICIAL OWNER - PARTNER05/2023	Schedule BPDF page 47
60	Christopher Mark MurphyBENEFICIAL OWNER - PARTNERIndividual	BAILLIE GIFFORD & CO	Percentage not specifiedCode F	Yes	BENEFICIAL OWNER - PARTNER05/2023	Schedule BPDF page 48
61	ANDREW JOHN KEILLERBENEFICIAL OWNER - PARTNERIndividual	BAILLIE GIFFORD & CO	Percentage not specifiedCode F	Yes	BENEFICIAL OWNER - PARTNER05/2023	Schedule BPDF page 48
62	Ashley ChalmersBENEFICIAL OWNER - PARTNERIndividual	BAILLIE GIFFORD & CO	Percentage not specifiedCode F	Yes	BENEFICIAL OWNER - PARTNER04/2024	Schedule BPDF page 48
63	Neil RiddellBENEFICIAL OWNER - PARTNERIndividual	BAILLIE GIFFORD & CO	Percentage not specifiedCode F	Yes	BENEFICIAL OWNER - PARTNER04/2024	Schedule BPDF page 48
64	JAMES FRASER THOMSONBENEFICIAL OWNER - PARTNERIndividual	BAILLIE GIFFORD & CO	Percentage not specifiedCode F	Yes	BENEFICIAL OWNER - PARTNER04/2024	Schedule BPDF page 48
65	RYAN ROBERT FITZPATRICKBENEFICIAL OWNER - PARTNERIndividual	BAILLIE GIFFORD & CO	Percentage not specifiedCode F	Yes	BENEFICIAL OWNER - PARTNER04/2025	Schedule BPDF page 48
66	KIRSTY LAUREN GIBSONBENEFICIAL OWNER - PARTNERIndividual	BAILLIE GIFFORD & CO	Percentage not specifiedCode F	Yes	BENEFICIAL OWNER - PARTNER04/2025	Schedule BPDF page 48
67	GRANT GEORGE DOUGLAS WALKERBENEFICIAL OWNER - PARTNERIndividual	BAILLIE GIFFORD & CO	Percentage not specifiedCode F	Yes	BENEFICIAL OWNER - PARTNER04/2025	Schedule BPDF page 48
68	MICHAEL EDWARD TAYLORBENEFICIAL OWNER - PARTNERIndividual	BAILLIE GIFFORD & CO	Percentage not specifiedCode F	Yes	BENEFICIAL OWNER - PARTNER04/2025	Schedule BPDF page 48
69	Gemma Lynn BarkhuizenBENEFICIAL OWNER - PARTNERIndividual	BAILLIE GIFFORD & CO	Percentage not specifiedCode F	Yes	BENEFICIAL OWNER - PARTNER04/2026	Schedule BPDF page 48

Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.

Compliance & Disclosures

Filing dated 7/13/2026 6:59:42 AM

Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.

RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo

AFelonies2 No

In the past ten years, have you or any advisory affiliate:

A1Been convicted of or pleaded guilty or no contest to a felony?No
A2Been charged with a felony?No

BMisdemeanors2 No

In the past ten years, have you or any advisory affiliate:

B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
B2Been charged with a misdemeanor of the kind listed above?No

CSEC or CFTC actions5 No

Has the SEC or CFTC ever:

C1Found you or an advisory affiliate made a false statement or omission?No
C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No

DOther regulatory actions5 No

Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:

D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No

ESelf-regulatory organization actions4 No

Has a self-regulatory organization or commodities exchange ever:

E1Found you or an advisory affiliate made a false statement or omission?No
E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No

FProfessional authorizations1 No

FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No

GPending regulatory proceedings1 No

GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No

HCivil judicial actions and proceedings4 No

(1) Court actions

Has a domestic or foreign court:

H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No

(2) Pending civil proceedings

H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.