Walter Scott & Partners Limited is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated March 30, 2026, reports $66.7B in regulatory assets under management, 162 employees, 1 office, and 171 accounts.
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentGovernment represent 27.5% of total clients.
Top client categories% of clientsClients
1
Government
27.5%
47
2
Pension Plans
24.6%
42
3
ENDOWMENT/FOUNDATION, HEALTH & WELFARE, NON-PROFIT HOSPITAL
20.5%
35
4
Investment Cos.
12.3%
21
5
Pooled Investment Vehicles
9.4%
16
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$66.7Bas of March 30, 2026
Discretionary100.0%
$66.7B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$66.7B
Total Accounts171
10Y AUM Change+$7.2B (+12.2%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees162
Clients per Employee1:1
10Y Employee Change+53 (+48.6%)
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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.
* 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.