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| Aon Investments USA Inc
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| CRD # | 105596 |
| SEC # | 801-17219 |
| CIK # | 0000315293 |
| AUM | 150.99 B (2026-03-25) |
| Employees | 255 (97% Investors, 7% Brokers) |
| Fees | |
| Minimum | |
| Phone | 312-381-7963 |
| Address | 200 East Randolph Street Chicago, IL 60601 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | Aon Private Investments Fund LP - Global Infrastructure Series | [2025-12-15] | 31.3 M | |
| Filed 2025-06-13 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | Aon Private Investments Fund LP - Private Credit Series | 2025-12-15 | 110.0 M | |
| Other | Aon Private Credit Opportunities Fund II LP | [2023-03-30] | 730.5 M | 428.2 M |
| Filed 2023-10-31 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Aon Alternatives Fund SPC - Aon Opportunistic Credit Portfolio SP | [2021-04-29] | 445.5 M | 244.8 M |
| Filed 2025-08-01 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | KHF Fund LP | 2021-03-30 | 189.3 M | |
| HF | Aon Alternatives Fund SPC - Aon Return Enhancing Alternatives Portfolio SP | [2019-03-29] | 1,216.1 M | 881.1 M |
| Filed 2025-08-01 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | Aon Hewitt Group Trust US Intermediate Government Bond Index Fund | [2018-03-28] | 66.64 B | 0.1 M |
| Filed 2020-08-06 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | Aon Hewitt Group Trust US Long Government Bond Index Fund | [2018-03-28] | 66.64 B | 0.1 M |
| Filed 2020-08-06 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | Aon Private Credit Opportunities Fund LLC | [2018-03-28] | 315.3 M | 124.5 M |
| Filed 2019-03-28 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | Aon Hewitt CTA 1 Master Fund Ltd | 2017-03-30 | 75.6 M | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 20 | 0.0 |
| (d) Investment companies | 3 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 31 | 34.4 |
| (g) Pension and profit sharing plans | 272 | 112.7 |
| (h) Charitable organizations | 8 | 1.2 |
| (i) State or municipal government entities | 32 | 0.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 2 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 139 | 0.0 |
| (n) Other | 72 | 2.6 |
| Total | 300 | 151.0 |
| By Discretionary | ||
| Discretionary | 277 | 118.5 |
| Non-Discretionary | 23 | 32.5 |
| Total | 300 | 151.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 150.9 | |
| Total | 300 | 151.0 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Sophia Dilbert | Director | 109 | 44 | |
| Charles Thomas | Director | 160 | 30 | |
| William Shaw | Director | 93 | 23 | |
| Letitia Solomon | Director | 71 | 16 | |
| Benoit Sansoucy | Director | 49 | 12 | |
| Patrick Sakala | Director | 15 | 10 | |
| David Kelly | Executive Officer | 30 | 4 | |
| Bryan Ward | Director, Executive Officer | 10 | 4 | |
| James Scott | Executive Officer | 13 | 3 | |
| Craig Pearlman | Executive Officer | 6 | 3 | |
| View All | ||||
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 10-K | [0000315293] | |
| 10-Q | [0000315293] | |
| 3 | [0000315293] | |
| 4 | [0000315293] | |
| 5 | [0000315293] | |
| 8-K | [0000315293] | |
| SC 13G | [0000315293] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $22.6B |
| Clients | 387 (3 non-US) |
| Serves | Institutional, Research |
| Fund Types | Hedge Fund, Private Equity, Real Estate |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| Aon Corp | |
| Reese Edmund | |
| Smith Sarah G | |
| Cai Jin-Yong | |
| Spruell Byron | |
| Campbell Jeffrey C | |
| Knight Lester B | |
| Alvarez Jose Antonio | |
| Francis Cheryl A | |
| Stavridis James G | |
| View All | |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Aon Corp AON
Class A Ordinary Stock
|
2026-03-13 | Tax withheld | 99.18 | $321.41 | 31,877 |
|
Aon Corp AON
Restricted Share Unit (Right to Receive) · derivative
|
2026-03-13 | Option exercise | 228 | $0.00 | |
|
Aon Corp AON
Class A Ordinary Stock
|
2026-03-13 | Tax withheld | 225.96 | $321.41 | 72,626 |
|
Aon Corp AON
Restricted Share Unit (Right to Receive) · derivative
|
2026-03-13 | Option exercise | 1,166 | $0.00 | |
|
Aon Corp AON
Class A Ordinary Stock
|
2026-03-13 | Option exercise | 464 | ||
|
Aon Corp AON
Restricted Share Unit (Right to Receive) · derivative
|
2026-03-13 | Option exercise | 464 | $0.00 | |
|
Aon Corp AON
Class A Ordinary Stock
|
2026-03-13 | Tax withheld | 567.83 | $321.41 | 182,506 |
|
Aon Corp AON
Class A Ordinary Stock
|
2026-03-13 | Tax withheld | 85.50 | $321.41 | 27,481 |
|
Aon Corp AON
Restricted Share Unit (Right to Receive) · derivative
|
2026-03-13 | Option exercise | 174 | $0.00 | |
|
Aon Corp AON
Class A Ordinary Stock
|
2026-03-13 | Option exercise | 290 | ||
|
Aon Corp AON
Class A Ordinary Stock
|
2026-03-13 | Option exercise | 228 | ||
|
Aon Corp AON
Restricted Share Unit (Right to Receive) · derivative
|
2026-03-13 | Option exercise | 290 | $0.00 | |
|
Aon Corp AON
Class A Ordinary Stock
|
2026-03-13 | Option exercise | 174 | ||
|
Aon Corp AON
Class A Ordinary Stock
|
2026-03-13 | Tax withheld | 77.08 | $321.41 | 24,774 |
|
Aon Corp AON
Class A Ordinary Stock
|
2026-03-13 | Option exercise | 1,166 | ||
|
Aon Corp AON
Class A Ordinary Stock
|
2026-03-13 | Tax withheld | 126.15 | $321.41 | 40,546 |
|
Aon Corp AON
Restricted Share Unit (Right to Receive) · derivative
|
2026-03-13 | Option exercise | 193 | $0.00 | |
|
Aon Corp AON
Class A Ordinary Stock
|
2026-03-13 | Option exercise | 193 | ||
|
Aon Corp AON
Class A Ordinary Stock
|
2026-02-26 | Sell | 4,300 | $329.72 | 1,417,796 |
|
Aon Corp AON
Class A Ordinary Stock
|
2026-02-19 | Gift | 11,206 | $0.00 | |
| showing 20 of 200 most recent transactions | |||||
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