Investment adviser · CRD 316199
MCINROY & WOOD LIMITED
Investment adviser filing (IA)
HADDINGTON, EAST LOTHIAN, United Kingdom · Form ADV filed Jul 27, 2026
- Regulatory AUM
- $2.39B Form ADV · Item 5.F
- Client accounts
- 1,002 Accounts, not individual clients
- Employees
- 75 Reported in this filing
- Advisory professionals
- 16 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 951 | $1,321,293,679 | 55.4% |
| Pooled investment vehicles | 12 | $930,914,084 | 39.0% |
| Charities | 30 | $114,698,084 | 4.8% |
| Retirement plans | 9 | $18,197,093 | 0.8% |
Filing source
Form ADV 2108433 · Jul 27, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
4 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
MCINROY & WOOD BALANCED FUNDOther Private Fund · Last reported Jul 27, 2023$1.4BGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
PRICEWATERHOUSE COOPERS LLP
PCAOB 876
Fund details & source
- Fund ID
- 805-8999945896
- Reported beneficial owners
- 2,000
- Minimum commitment
- $1.26K
Form ADV 1766208 · Jul 27, 2023 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
MCINROY & WOOD INCOME FUNDOther Private Fund · Last reported Jul 27, 2023$250MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
PRICEWATERHOUSE COOPERS LLP
PCAOB 876
Fund details & source
- Fund ID
- 805-8072010944
- Reported beneficial owners
- 740
- Minimum commitment
- $1.26K
Form ADV 1766208 · Jul 27, 2023 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
MCINROY & WOOD SMALLER COMPANIES FUNDOther Private Fund · Last reported Jul 27, 2023$178MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
PRICEWATERHOUSE COOPERS LLP
PCAOB 876
Fund details & source
- Fund ID
- 805-7332690460
- Reported beneficial owners
- 740
- Minimum commitment
- $1.26K
Form ADV 1766208 · Jul 27, 2023 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
MCINROY & WOOD EMERGING MARKETS FUNDOther Private Fund · Last reported Jul 27, 2023$91.3MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
PRICEWATERHOUSE COOPERS LLP
PCAOB 876
Fund details & source
- Fund ID
- 805-8933264262
- Reported beneficial owners
- 400
- Minimum commitment
- $1.26K
Form ADV 1766208 · Jul 27, 2023 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Jul 27, 2026. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management
Compensation
Percentage of assets
Principal office
EASTER ALDERSTONHADDINGTON, EAST LOTHIAN, EH41 3SF, United Kingdom
CRD 316199
Filing source
Form ADV 2108433 · Jul 27, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.