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| Carillon Tower Advisers Inc
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| CRD # | 174904 |
| SEC # | 801-100356 |
| CIK # | 0001715163 |
| AUM | 16.86 B (2026-05-26) |
| Employees | 175 (3% Investors, 46% Brokers) |
| Phone | 800-521-1195 |
| Address | 780 Carillon Parkway St Petersburg, FL 33716 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001715163 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 7.7 | ||
| Microsoft Corp | 6.6 | ||
| Nvidia Corp | 6.1 | ||
| Broadcom Inc | 5.0 | ||
| Amazon Com Inc | 4.4 | ||
| J P Morgan Chase & Co | 4.3 | ||
| Alphabet Inc | 3.8 | ||
| Wal Mart Stores Inc | 3.0 | ||
| Johnson & Johnson | 2.5 | ||
| Facebook Inc | 2.2 | ||
| Alphabet Inc | 2.2 | ||
| AbbVie Inc | 2.1 | ||
| Eaton Corp Ltd | 2.0 | ||
| Home Depot Inc | 1.9 | ||
| Visa Inc | 1.7 | ||
| Analog Devices Inc | 1.5 | ||
| Chevron Corp | 1.5 | ||
| Lilly Eli & Co | 1.5 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Carillon Tower Advisers Series Hedge Fund LLC - All Canada Series | 2024-01-04 | 144.9 M | |
| HF | Carillon Tower Series Hedge Fund LLC | 2017-11-01 | 0.2 M |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1 | 0.0 |
| (b) Individuals (high net worth individuals) | 1 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 16.9 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 0.0 |
| (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 | 5 | 16.9 |
| By Discretionary | ||
| Discretionary | 5 | 16.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5 | 16.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 16.9 | |
| Total | 5 | 16.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001715163] | |
| 13F-NT | [0001715163] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
| LEI | 254900AJ6Y09QYEV4450 |
| Related Firms | State | AUM |
|---|---|---|
|
Scout Investments Inc
✚
|
MO | 36.57 B |
|
Carillon Tower Advisers Inc
✚
|
FL | 16.86 B |
| Comparable Firms | State | AUM |
|---|---|---|
|
O'shaughnessy Asset Management LLC
✚
|
CT | 19.78 B |
|
Wellington Management Japan PTE Ltd
✚
|
17.75 B | |
|
Allen Investment Management LLC
✚
|
NY | 16.91 B |
|
T Rowe Price Australia Limited
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|
16.71 B | |
|
National Investment Services of America LLC
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|
WI | 16.25 B |
|
Great Lakes Advisors LLC
✚
|
IL | 16.16 B |
|
Sit Fixed Income Advisors II LLC
✚
|
MN | 14.97 B |
|
Zacks Investment Management Inc
✚
|
IL | 14.59 B |
|
Wellington Management Hong Kong Limited
✚
|
14.15 B | |
|
Truston Asset Management Co Ltd
✚
|
13.75 B |