INSTITUTIONAL SHAREHOLDER SERVICES INC.
Latest filing: Mar 28, 2024 (216 days ago)
AUM
$0
0% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
3,600
7% change vs. 1 year ago
44% change vs. 3 years ago
132% change vs. 5 years ago
350% change vs. 10 years ago
Main Office
ROCKVILLE, MD
702 KING FARM BLVD., ROCKVILLE, MD, UNITED STATES, 20850
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.0 |
| Non-Discretionary | $0.0 |
| Total | $0.0 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.0 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| INSTITUTIONAL SHAREHOLDER SERVICES (SINGAPORE) PRIVATE LIMITED | $0.0 | - | |
| INSTITUTIONAL SHAREHOLDER SERVICES PHILIPPINES INC. | $0.0 | - | |
| INSTITUTIONAL SHAREHOLDER SERVICES KK (JAPAN) | $0.0 | - | |
| INSTITUTIONAL SHAREHOLDER SERVICES (AUSTRALIA) PTY. LTD. | $0.0 | - | |
| INSTITUTIONAL SHAREHOLDER SERVICES INDIA PRIVATE LIMITED | $0.0 | - | |
| INSTITUTIONAL SHAREHOLDER SERVICES GERMANY AG | $0.0 | - | |
| INSTITUTIONAL SHAREHOLDER SERVICES CANADA INC. | $0.0 | - | |
| INSTITUTIONAL SHAREHOLDER SERVICES EUROPE S.A. | $0.0 | - | |
| INSTITUTIONAL SHAREHOLDER SERVICES UK LIMITED | $0.0 | - | |
| INSTITUTIONAL SHAREHOLDER SERVICES (HONG KONG) LIMITED | $0.0 | - | |
| INSTITUTIONAL SHAREHOLDER SERVICES SWITZERLAND AG | $0.0 | - | |
| ISS-ETHIX AB | $0.0 | - | |
| INSTITUTIONAL SHAREHOLDER SERVICES FRANCE S.A.R.L. | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2024-10-01 | $0.0 | $0.0 | 0% | 3,600 | 0 | 0% |
| 2024-04-02 | $0.0 | $0.0 | 0% | 3,600 | 0 | 0% |
| 2023-04-04 | $0.0 | $0.0 | 0% | 3,380 | 220 | 7% |
| 2022-04-01 | $0.0 | $0.0 | 0% | 3,000 | 600 | 20% |
| 2021-04-05 | $0.0 | $0.0 | 0% | 2,500 | 1,100 | 44% |
| 2020-04-01 | $0.0 | $0.0 | 0% | 2,200 | 1,400 | 64% |
| 2019-04-01 | $0.0 | $0.0 | 0% | 1,550 | 2,050 | 132% |
| 2018-04-02 | $0.0 | $0.0 | 0% | 1,350 | 2,250 | 167% |
| 2017-04-01 | $0.0 | $0.0 | 0% | 1,200 | 2,400 | 200% |
| 2016-04-01 | $0.0 | $0.0 | 0% | 1,050 | 2,550 | 243% |
| 2015-04-01 | $0.0 | $0.0 | 0% | 800 | 2,800 | 350% |
| 2014-04-01 | $0.0 | $0.0 | 0% | 800 | 2,800 | 350% |
| 2013-04-01 | $0.0 | $0.0 | 0% | 800 | 2,800 | 350% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| MD, CA-12/12/2016, DC-03/28/2024, MA-12/22/2020, MD-03/28/2002, NY-03/28/2002, OK-03/31/2017 |
| ADVISER ACTIVITIES |
|
PENSION CONSULTING NEWSLETTERS SECURITY RATINGS |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV