Aon Investments USA Inc

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Assets, Funds, Holdings

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Aon Investments USA Inc
CRD #105596
SEC #801-17219
CIK #0000315293
AUM $123.9 BB (2023-03-30)
Employees 332 (87% Investors, 7% Brokers)
Phone312-381-1200
Address200 East Randolph Street
Chicago, IL 60601
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($BB)
16012896643201999200720152024
Type Form D Funds Date Sold ($MM) AUM ($MM)
Other Aon Private Credit Opportunities Fund II LP [2023-03-30] 0.0 0.0
HF Aon Alternatives Fund SPC - Aon Opportunistic Credit Portfolio SP [2021-04-29] 415.0 334.4
Other KHF Fund LP 2021-03-30 165.3
HF Aon Alternatives Fund SPC - Aon Return Enhancing Alternatives Portfolio SP [2019-03-29] 811.4 591.6
Other Aon Hewitt Group Trust US Intermediate Government Bond Index Fund [2018-03-28] 66,642.1 0.1
Other Aon Hewitt Group Trust US Long Government Bond Index Fund [2018-03-28] 66,642.1 0.1
Other Aon Private Credit Opportunities Fund LLC [2018-03-28] 315.3 231.1
Other Aon Hewitt CTA 1 Master Fund Ltd 2017-03-30 75.6
Other Global Equity Fund A Series of Aon Hewitt Institutional Funds LLC [2017-03-30] 900.0 488.3
Other US Equity Fund A Series of Aon Hewitt Institutional Funds LLC [2017-03-30] 900.0 31.7
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AUM Breakdown Accounts AUM ($BB)
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 0 0.0
(d) Investment companies 3 4.9
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 41 35.6
(g) Pension and profit sharing plans 159 80.8
(h) Charitable organizations 6 0.8
(i) State or municipal government entities 2 0.1
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 1 1.6
Total 305 123.9
By Discretionary
Discretionary 302 119.1
Non-Discretionary 3 4.9
Total 305 123.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 123.9
Total 305 123.9
Form D Directors # Filings # Firms 2011 - 2023
Charles Thomas 153
Sophia Dilbert 71
William Shaw 87
Letitia Solomon 62
Benoit Sansoucy 42
Patrick Sakala 11
David Kelly 27
James Scott 12
Bryan Ward 7
Craig Pearlman 5
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EDGAR Form CIK 2011 - 2023
10-K [0000315293]
10-Q [0000315293]
3 [0000315293]
4 [0000315293]
5 [0000315293]
8-K [0000315293]
SC 13G [0000315293]
Form 13D/13G Filer Form 13D/13G Subject Filed
BlackRock Inc Aon PLC [2022-02-03]
BlackRock Inc Aon PLC [2021-02-02]
State Street Corp Aon PLC [2017-02-09]
Massachusetts Financial Services Co /MA/ Aon PLC [2017-02-07]
State Street Corp Aon PLC [2016-02-12]
Eagle Capital Management LLC Aon PLC [2015-02-17]
State Street Corp Aon PLC [2015-02-12]
Vanguard Group Inc Aon PLC [2015-02-11]
Vanguard Group Inc Aon PLC [2015-02-11]
Eagle Capital Management LLC Aon PLC [2014-02-14]
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Form 3/4/5 Subject 2011 - 2023
Aon plc
Slyfield Jillian
Zeidel Darren
Andersen Eric
Smith Sarah G
Stevens Lisa
Davies Christa
Neller Michael
Weitz Andy
Case Gregory C
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Comparable Firms State AUM ($BB)
Robinson Capital Management LLC
MI 1.2
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