SourcingSourcing

ABRDN INC.

C39
CRD 111069·SEC 801-49966·PHILADELPHIA, PA
AUM
$41.48B
$1B+
Est. Revenue
$414.8M
@ 1% on AUM
Est. EBITDA
$124.4M
@ 30% margin
Est. Deal Value
$995.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ABRDN INC.
CRD
111069
SEC file #
801-49966
EIN
367180580
DBA names
—

Economics

AUM
$41.48B
AUM band
$1B+
AUM trajectory
'20'26
$39.36B → $41.48B▲ +5%
Client mix
Pooled Investment Vehicles90
Investment Companies23
Pension Profit Sharing Plans16
Insurance Companies13
State Or Municipal Govt12

Operations

Employees (total)
193
Advisory staff (per ADV)
55
Advisory staff (5-yr trend)
'20'26
95 advisors → 55 advisors▼ -42%
Primary office
PHILADELPHIA PA
Branches
—

Custodian & Brokerage

Primary custodian
State Streetlow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMFixed feesPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
aberdeeninvestments.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ABRDN HOLDINGS LIMITED
Top Owner Pct
87.5
Top Owner Entity Kind
FE
Owner Count
8
Control Persons
ABRDN HOLDINGS LIMITED
DIETRICK, JOSEPH, FRANCIS
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
ABERDEENINVESTMENTS.COM
Rdap Domain Creation Date
2007-09-07T12:49:13Z
Rdap Firm Age Years
19
Rdap Firm Age Band
10-20y
Rdap Registrar
CSC Corporate Domains, Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
8
Form 5500 Total Participants
545
Form 5500 Total Compensation
2,114,027
Form 5500 Compensation Trajectory 3y
20252,073,727
202640,300
20240
Form 5500 Plan Count Trajectory 3y
20254
20242
20262
Schedule C Total Compensation
2,114,027
Schedule C Service Provider Rows
8

SEC EDGAR

Edgar Cik
0001501571
Edgar Registered
Yes
Edgar Filing Count
20
Edgar First Filing Date
2010-10-13
Edgar Last Filing Date
2025-09-25
Edgar Form D Count
16
Edgar Form D Offerings
2025-09-252025-09-25 · 0000905148-25-003408
2024-09-252024-09-25 · 0001501571-24-000001
Edgar Former Names
Aberdeen Institutional Commingled Funds, LLC

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
State Street51
Jpmorgan13
Northern Trust9
Bny Mellon8
Goldman Sachs4
Edgar Addresses
Mailing
C/O ABERDEEN ASSET MANAGEMENT INC.1900 MARKET STREET, SUITE 200PHILADELPHIA, PA 19103
Business
C/O ABERDEEN ASSET MANAGEMENT INC.1900 MARKET STREET, SUITE 200PHILADELPHIA, PA 19103
Edgar EIN
367180580
Edgar Recent Filings
D/A2025-09-25 · 0000905148-25-003408
D/A2024-09-25 · 0001501571-24-000001
Fee Schedule
Bracket Vi42
Bracket X23
Bracket I19
Bracket Vii7
Bracket V5
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-09-07T12:49:13Z
Rdap Domain Last Changed
2025-09-03T05:17:32Z
Rdap Nameservers
Ns1.netnames.netNs2.netnames.netNs5.netnames.netNs6.netnames.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
Yes

People (7)

7
DIETRICK, JOSEPH, FRANCIS
Executive Officer · 2.5%
2981979
GOODSON, ALAN, ROBIN
Executive Officer · 2.5%
4492919
MATSICK, JACLYN, MARIE
Executive Officer · 2.5%
6956232
NICHOLS, REBECCA, SUZANNE
Executive Officer · 2.5%
6392502
OCONNOR, JAMES, JOSEPH
Executive Officer · 2.5%
3179509
TOOZE, MARIKA, IRMA
Executive Officer · 2.5%
6148744
Frey, Elizabeth, Snowden
Executive Officer · 2.5%
8145994