AUM
Employee Count
Main Office
Discretion | AUM |
---|---|
Discretionary | $206.7 |
Non-Discretionary | $0.0 |
Total | $206.7 |
Client | AUM |
---|---|
Retail | $0.0 |
Pooled | $17.6 |
Institutional | $189.1 |
Total | $206.7 |
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
Custodian | Location | AUM |
---|---|---|
THE MASTER TRUST BANK OF JAPAN, LTD | TOKYO--JPN | $5.2 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Breakdown | AUM |
---|---|
Total SMA AUM | $189.1 |
Retail SMA AUM | $0.0 |
Institutional SMA AUM | $189.1 |
Asset Class | % | AUM |
---|---|---|
Equity Exch | 55% | $104.0 |
Equity Non-Exch | 0% | $0.0 |
Govt Agency | 0% | $0.0 |
Municipal | 0% | $0.0 |
Sovereign | 23% | $43.5 |
IG Credit | 18% | $34.0 |
HY Credit | 0% | $0.0 |
Derivatives | 0% | $0.0 |
Investment Companies | 0% | $0.0 |
Other Pools | 0% | $0.0 |
Cash | 3% | $5.7 |
Other | 1% | $1.9 |
Total | 100% | $189.1 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates | AUM | Business Types | CRD Number |
---|---|---|---|
NIPPON LIFE GLOBAL INVESTORS AMERICAS, INC. | $35.5 | 156244 | |
NIPPON LIFE INDIA ASSET MANAGEMENT LIMITED | $0.0 | - | |
NIPPON LIFE GLOBAL INVESTORS EUROPE PLC | $0.0 | - | |
MLC LIMITED | $0.0 | - | |
NLI RESEARCH INSTITUTE | $0.0 | - | |
NIPPON LIFE REALTY MANAGEMENT INC | $0.0 | - | |
NIPPON LIFE GLOBAL INVESTORS SINGAPORE LIMITED | $0.0 | - | |
NIPPON LIFE INSURANCE COMPANY | $0.0 | - | |
HANASAKU LIFE INSURANCE CO., LTD. | $0.0 | - | |
TAIJU LIFE INSURANCE COMPANY LIMITED | $0.0 | - | |
NIPPON WEALTH LIFE INSURANCE COMPANY LIMITED | $0.0 | - | |
THE MASTER TRUST BANK OF JAPAN, LTD. | $0.0 | trust company | - |
NIPPON LIFE SCHRODERS ASSET MANAGEMENT EUROPE LIMITED | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
14 active
Name | Title |
---|---|
KIKUCHI, KIYOMI | AUDITOR / MEMBER OF THE BOARD OF AUDITORS |
KAWASAKI, KEISUKE | EXECUTIVE DIRECTOR / MEMEBER OF THE BOARD / CHIEF INVESTMENT OFFICER |
FUSE, MAKIKO | NON-EXECUTIVE DIRECTOR / MEMBER OF THE BOARD |
KURONUMA, ETSURO | NON-EXECUTIVE DIRECTOR / MEMBER OF THE BOARD |
MATSUNAGA, YOSUKE | AUDITOR / MEMBER OF THE BOARD OF AUDITORS |
HAMA, MASATAKA | NON-EXECUTIVE DIRECTOR / MEMBER OF THE BOARD |
OZEKI, HIROSHI | PRESIDENT/MEMBER OF THE BOARD |
KITAZAWA, TETSURO | CHIEF COMPLIANCE OFFICER / GENERAL MANAGER / HEAD OF LEGAL & COMPLIANCE DEPARTMENT |
NAKASHIMA, TOSHIHIRO, (NMN) | EXECUTIVE VICE PRESIDENT / MEMBER OF THE BOARD |
IMANISHI, HIDEYUKI, (NMN) | NON-EXECUTIVE DIRECTOR / MEMBER OF THE BOARD |
MUROHASHI, HIROTAKA, (NMN) | AUDITOR/MEMBER OF THE BOARD OF AUDITORS |
FUJIMOTO, NOBUTO, (NMN) | NON-EXECUTIVE DIRECTOR /MEMBER OF THE BOARD |
OKAWA, TAMAMI, (NMN) | AUDITOR / MEMBER OF THE BOARD OF AUDITORS |
ADVDB.CO • SOURCE: SEC
No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
---|---|---|---|---|---|---|
2025-03-06 | $206.7 | $0.0 | 0% | 729 | 0 | 0% |
2024-04-02 | $184.5 | $22.2 | 12% | 702 | 27 | 4% |
2023-04-04 | $199.3 | $7.4 | 4% | 669 | 60 | 9% |
2022-04-01 | $191.8 | $14.9 | 8% | 631 | 98 | 16% |
2021-04-05 | $42.9 | $163.8 | 382% | 561 | 168 | 30% |
2020-04-01 | $42.6 | $164.1 | 386% | 543 | 186 | 34% |
2019-04-01 | $41.5 | $165.2 | 399% | 501 | 228 | 46% |
2018-04-02 | $38.4 | $168.3 | 438% | 471 | 258 | 55% |
2017-04-01 | $38.2 | $168.5 | 441% | 438 | 291 | 66% |
2016-04-01 | $38.7 | $168.0 | 434% | 409 | 320 | 78% |
2015-04-01 | $42.1 | $164.6 | 391% | 398 | 331 | 83% |
2014-04-01 | $40.5 | $166.2 | 410% | 404 | 325 | 80% |
2013-04-01 | $40.4 | $166.3 | 412% | 418 | 311 | 74% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
STATE REGISTRATIONS |
ADVISER ACTIVITIES |
PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) NEWSLETTERS SECURITY RATINGS EDUCATIONAL WORKSHOPS |
OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV