Investment adviser · CRD 118708
STANDARD LIFE INVESTMENTS (USA) LIMITED
Investment adviser filing (IA)
BOSTON, MA, United States · Form ADV filed May 7, 2018
- Regulatory AUM
- $23.6B Form ADV · Item 5.F
- Client accounts
- 47 Accounts, not individual clients
- Employees
- 109 Reported in this filing
- Advisory professionals
- 51 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 |
|---|---|---|---|
| Other investment advisers | 2 | $22,402,813,450 | 94.9% |
| Pooled investment vehicles | 1 | $619,912,248 | 2.6% |
| Investment companies | 4 | $583,777,316 | 2.5% |
Filing source
Form ADV 1216291 · May 7, 2018 · 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
0 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.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 7, 2018. View historical filings
Reported services
Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets
Principal office
ONE BEACON STREET, 34TH FLOORBOSTON, MA, 02108-3106, United States
CRD 118708
Filing source
Form ADV 1216291 · May 7, 2018 · 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.