Aberdeen Fund Managers Inc (Ft. Lauderdale)


Aberdeen Fund Managers Inc is a large advisory firm based in Ft. Lauderdale. It manages $614.07 million of regulatory assets for 24 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.

Aberdeen Fund Managers provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Aberdeen Fund Managers: assets under management

The assets under management (AUM) of Aberdeen Fund Managers Inc is $614.07 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -35% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $614.07 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $25.59 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Aberdeen Fund Managers Inc for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Aberdeen Fund Managers Inc

Susan Elizabeth Mullin has been acting as President since 1 Sep 2001. Richard Ditlev Fabricius joined the executive team most recently as the Director Of Sales And Marketing, Director.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Aberdeen Asset Management Plc Shareholder 1 Jan 1994 75% - 100% n/a
Beverly (Nmn) Hendry Chief executive officer, chief opeartions officer, vice president, treasurer and director 1 Aug 1995 Other 4375005
Martin James Gilbert President and director 1 Aug 1995 Other 4360394
Beverley (Nmn) Hendry Chief executive officer, chief operations officer, vice president, treasurer and director 1 Aug 1995 Other 4375005
Richard Ditlev Fabricius Director of sales and marketing, director 1 Dec 1997 Other 4375010
Susan Elizabeth Mullin Director 1 Sep 2001 Other 1684627

Indirect Owners

The SEC currently registers 5 indirect owners.

Name Entity Date acquired Ownership Employer ID
Phoenix Home Life Mutual Insurance Company Indirect shareholder 1 Mar 1996 25% - 50% n/a
Inc. Pm Holdings Indirect shareholder 1 Mar 1996 75% - 100% n/a
Inc. The Phoenix Companies Indirect shareholder 1 Mar 1996 25% - 50% n/a
Prolific (Holdings) Limited Indirect shareholder 1 Sep 1997 75% - 100% n/a
Scottish Provident Institution Indirect shareholder 1 Sep 1997 75% - 100% n/a

Based in Ft. Lauderdale

The principal office where Aberdeen Fund Managers Inc performs its advisory services is located at 300 Se 2 Nd Street, Ft. Lauderdale, FL 33301, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 954-767-9900 or by fax 954-767-6006. The normal business hours are 8:30 a.m. to 5:00 p.m. on Monday - Friday.