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Baillie Gifford Overseas

SEC-registered adviser since 1984Edinburgh, United KingdomCRD 110296

$144.0B
AUM
255
Clients
See fees
Fee
144
Advisory staff

From Form ADV filed 13 July 2026 · data retrieved 15 October 2026SEC record

Baillie Gifford Overseas is an investment adviser headquartered in Edinburgh, United Kingdom, and registered with the SEC since 1984. Its clients include investment companies, state or municipal government entities, and pension and profit-sharing plans.

Its services include portfolio management for investment companies, portfolio management for pooled vehicles and portfolio management for institutions. Fee arrangements include a percentage of assets under management, fixed fees and performance-based fees. Baillie Gifford & Co owns 75% or more of Baillie Gifford Overseas, and Gavin Scott is its CEO.

Clients

Baillie Gifford Overseas serves 255 clients, 76 of them pooled investment vehicles. The average client has about $565 million with the firm.

Regulatory assets by client type
  • Investment companies23 clients38%
  • Pooled investment vehicles76 clients14%
  • Pension and profit-sharing plans59 clients17%
  • State or municipal government entities57 clients24%
  • Sovereign wealth funds and foreign official institutions6 clients3%
  • OtherCharitable organizations, Other investment advisers, Insurance companies, Corporations and other businesses, Other4%
Show client breakdown
Investment companies
Clients
23
Regulatory AUM
$54,503,344,552
Share
37.9%
Avg. per client
$2.37B
Pooled investment vehicles
Clients
76
Regulatory AUM
$20,345,038,919
Share
14.1%
Avg. per client
$267.7M
Pension and profit-sharing plans
Clients
59
Regulatory AUM
$24,755,152,789
Share
17.2%
Avg. per client
$419.6M
Charitable organizations
Clients
15
Regulatory AUM
$1,254,257,172
Share
0.9%
Avg. per client
$83.6M
State or municipal government entities
Clients
57
Regulatory AUM
$34,690,052,678
Share
24.1%
Avg. per client
$608.6M
Other investment advisers
Clients
7
Regulatory AUM
$2,679,917,781
Share
1.9%
Avg. per client
$382.8M
Insurance companies
Clients
2
Regulatory AUM
$344,590,484
Share
0.2%
Avg. per client
$172.3M
Sovereign wealth funds and foreign official institutions
Clients
6
Regulatory AUM
$4,206,431,498
Share
2.9%
Avg. per client
$701.1M
Corporations and other businesses
Clients
3
Regulatory AUM
$428,404,655
Share
0.3%
Avg. per client
$142.8M
Other
Clients
7
Regulatory AUM
$789,231,997
Share
0.5%
Avg. per client
$112.7M

Total

Clients
255
Regulatory AUM
$143,996,422,525
Share
100%
Avg. per client
$564.7M

What it does

Baillie Gifford Overseas provides portfolio management for investment companies, portfolio management for pooled vehicles and portfolio management for institutions. It is paid through a percentage of assets, fixed fees and performance-based fees.

Baillie Gifford Overseas advises no private funds.

97.8% of assets ($140.77B across 243 accounts) are managed with discretion; $3.23B across 12 accounts are not. 50% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.

What the accounts hold

Separately managed account assets by class, year end
  • Stocks98%
    • Exchange-traded equities97%
    • Non-exchange-traded equities1%
  • Cash2%

Custodians

Baillie Gifford Overseas’ client accounts are held mainly at The State Street Bank and Trust, with 13% of managed assets, and The Bank of New York Mellon, with 11%. Baillie Gifford Overseas does not have custody of client assets.

Managed account assets by custodian
  • The Bank of New York MellonThe Bank of New York Mellon · New York, NY · $15.88B11%
  • J.P. MorganJ.P. Morgan Chase Finance Limited · London · $9.93B7%
  • Northern TrustNorthern Trust Company · London · $8.36B6%
  • The State Street Bank and TrustThe State Street Bank and Trust Company · Defiance, OH · $18.46B13%
  • All other custodians$91.37B63%

Ownership and leadership

Baillie Gifford & Co owns 75% or more of Baillie Gifford Overseas, and Gavin Scott is its CEO.

Who owns the firm
Baillie Gifford Overseas LTD· the adviser

  • Baillie Gifford & Co

    Control person · since September 1983

    Owns 75% or more of Baillie Gifford Overseas LTD

Leadership

  • Gavin Scott
    Chief Executive Officer
  • Sarah McKechnie
    Chief Compliance Officer
  • Adam Conn
    Director
  • Lyndsay Cooper
    Director
  • Katherine Davidson
    Director
  • Kathrin Hamilton
    Chair
  • Fiona Johnston
    Chief Legal Officer
  • Andrew Keiller
    Director
  • Sarah McKechnie
    Director
  • Ann-Marie Mitchell
    Finance Officer
  • Stephen Pashley
    Chief Finance Officer
  • Gavin Scott
    Director

Staff

  • 1,583 employees
  • 144 in advisory functions
  • 21 broker-dealer reps
  • 2 soliciting firms

Fees

Baillie Gifford Overseas is paid through a percentage of assets under management, fixed fees (other than subscription fees) and performance-based fees.

Baillie Gifford Overseas’ fee rates are not included in this profile. Find its brochure on the SEC’s site.

Offices and registrations

Besides its headquarters, Baillie Gifford Overseas has 2 offices (1 private residence, listed without an address), with 2 listed addresses in 1 state.

Listed office addresses by state

Choose a state to see its listed addresses.

Registration details

Legal name
Baillie Gifford Overseas LTD
Headquarters
3 Haymarket Square, Edinburgh, United Kingdom EH3 8RY
Phone
441312752000
Website
www.bailliegifford.com
SEC file
801-21051
Structure
corporation organized in United Kingdom
Fiscal year end
March

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov

Common questions

How many clients does Baillie Gifford Overseas have?

Baillie Gifford Overseas has 255 clients and manages $144 billion for them, as of July 2026. They include 76 pooled investment vehicles, 59 pension and profit-sharing plans and 57 state or municipal government entities.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 13 July 2026

What services does Baillie Gifford Overseas offer?

Baillie Gifford Overseas provides portfolio management for investment companies, portfolio management for pooled vehicles and portfolio management for institutions.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

Which custodians does Baillie Gifford Overseas use?

Baillie Gifford Overseas’ separately managed account assets are held at The State Street Bank and Trust Company (Defiance, OH), with $18,461,938,073, The Bank of New York Mellon (New York, NY), with $15,876,608,930, J.P. Morgan Chase Finance Limited (London), with $9,928,429,439 and Northern Trust Company (London), with $8,358,295,064. Only custodians holding at least a tenth of those assets are named.

Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 13 July 2026

How many financial advisors does Baillie Gifford Overseas have?

Baillie Gifford Overseas has 0 investment adviser representatives registered with state securities authorities, out of 1,583 employees, and 144 perform investment advisory functions. 21 are registered representatives of a broker-dealer and 0 are licensed insurance agents.

Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file

What does Baillie Gifford Overseas invest in?

At the end of its last fiscal year, Baillie Gifford Overseas’ separately managed accounts held 97% exchange-traded equities, 2% cash and equivalents and 1% non-exchange-traded equities. It advises no private funds of its own.

Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file

Who owns Baillie Gifford Overseas?

Baillie Gifford Overseas’ direct owner is Baillie Gifford & Co (75% or more).

Source: Form ADV Part 1A, Schedules A and B, filed 13 July 2026

How does Baillie Gifford Overseas get paid?

Baillie Gifford Overseas is paid through a percentage of assets under management, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.

Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file

Sources

  1. Form ADV Part 1A, amendment filed 13 July 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. IAPD firm record, CRD 110296.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since.

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This profile is compiled from public regulatory filings and is provided for informational purposes only. Niva Wealth is not affiliated with Baillie Gifford Overseas LTD and makes no representation about the quality of its services. Figures reflect the filing dates shown and may have changed. Ownership percentages are the bands reported to the SEC, not exact figures.