The BALLIE GIFFORD GROUP is a privately held investment adviser that advises $172.31Bn in regulatory assets under management held in 3 SEC fund types across 5 investment strategies. BALLIE GIFFORD GROUP is a Public/Private Fund Assets decreased by 47.41% over the last 5-years.
The Group has been registered with the SEC for 42.29 years and is comprised of 3 filing and 0 relying advisers. They operate out of 4 office locations with their Headquarters at 3 HAYMARKET SQUARE, EDINBURGH, -. The Group has been subject to regulatory enforcement actions. They are regulated by 30 US and Non-US bodies.
They have 1,665 employees comprised of 204 investment and 1,461 non-investment staff. The total number of Employees increased by 9.97% over the last 5-years.
Their $172.31Bn in assets advised are owned by 84 private funds, 87 public funds and BDCs and 149 other accounts. Assets of Investment Companies (IC) clients own $63.75Bn or 37% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $40.14Bn or 23.3% of Total Assets.
The Group's top investment strategies include Long/Short Equity, Multi Strat and FI/Credit - Diverse, representing 87.23%, 9.51% and 2.11% of total assets, respectively.
They advise 9 types of clients, top clients are Investment Companies (IC) and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 16 Fund Administrators, 3 Fund Auditors, 0 Prime Brokers, 10 Custodians and 14 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees, management fees and performance-based fees.
BALLIE GIFFORD GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.