Aberdeen Investment Management, LLC logo

Aberdeen Investment Management, LLC

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Total assets under management

$6,923,816

Total clients

18

100% high-net worth

Total advisors

1

of 2 employees

Firm size

Supported

1-3 advisors or $200M+ in AUM

Average clients per advisor

18

Average account size

$384,656

About

Aberdeen Investment Management provides investment selection, trading guidance and discretionary portfolio management to qualified investors, principally high-net-worth individuals, trusts and business entities. The firm delivers research coverage and periodic advisories on specific public and private companies and offers account monitoring and reporting consistent with portfolio management services offered by many peers.

Aberdeen employs a concentrated strategy focused on small- and micro-cap technology companies in early growth phases, relying on intensive fundamental research to identify key value drivers. Accounts are typically managed on a discretionary basis and clients receive regular updates and performance reporting on the firms and positions in the strategy.

Distinctively, Aberdeen commonly receives performance-based compensation for client accounts rather than relying solely on percentage-of-assets fees, a less common arrangement among similar advisers. The firm does not tailor its core strategy to individual client circumstances and explicitly counsels clients to limit their exposure to its concentrated, potentially illiquid approach, reflecting a suitability profile geared toward investors seeking a specialized, higher-risk allocation.

Client services

Portfolio management

Expertise

Active portfolio management

Fee options

Performance-based

Up to 20% of net profits annually, subject to high water mark and adjustments

Other

Account minimum: $250,000

Main office location

Aberdeen Investment Management, LLC

Old Parkland, Oak Lawn Hall, 3879 Maple Avenue, Suite 100

Dallas TX 75219, United States

Number of offices

1

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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