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| Carillon Tower Advisers Inc
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|---|---|
| CRD # | 174904 |
| SEC # | 801-100356 |
| CIK # | 0001715163 |
| AUM | $15.4 BB (2022-12-06) |
| Employees | 171 (1% Investors, 46% Brokers) |
| Phone | 800-521-1195 |
| Address | 780 Carillon Parkway St Petersburg, FL 33716 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| SNPS | 46.5 | 0.3 | |
| MSFT | 1,918.2 | 0.3 | |
| WCN | 31.3 | 0.2 | |
| LULU | 35.6 | 0.2 | |
| RBA | 6.9 | 0.2 | |
| CVX | 294.6 | 0.2 | |
| MKTX | 10.0 | 0.2 | |
| BKR | 29.6 | 0.2 | |
| AVGO | 201.3 | 0.2 | |
| GWW | 23.0 | 0.2 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Carillon Tower Series Hedge Fund LLC | 2017-11-01 | 185.9 |
| AUM Breakdown | Accounts | AUM ($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 | 1 | 15.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 0.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (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 | 0 | 0.0 |
| Total | 6 | 15.4 |
| By Discretionary | ||
| Discretionary | 6 | 15.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 6 | 15.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 15.4 | |
| Total | 6 | 15.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001715163] | |
| 13F-NT | [0001715163] |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Scout Investments Inc
✚
|
MO | 26.3 |
|
Carillon Tower Advisers Inc
✚
|
FL | 15.4 |
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|---|---|---|
|
Fred Alger Management LLC
✚
|
NY | 17.7 |
|
1919 Investment Counsel LLC
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|
MD | 17.4 |
|
Winslow Capital Management LLC
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|
MN | 17.4 |
|
Longfellow Investment Management Co LLC
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|
MA | 16.8 |
|
Fuller & Thaler Asset Management Inc
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|
CA | 16.4 |
|
Wealthspire Advisors LLC
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|
NY | 16.3 |
|
Yacktman Asset Management LP
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|
TX | 15.2 |
|
Akre Capital Management LLC
✚
|
VA | 13.7 |
|
Wellington Management Hong Kong Limited
✚
|
13.4 | |
|
Driehaus Capital Management LLC
✚
|
IL | 12.7 |