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Fort Washington Investment Advisors Inc
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CRD # | 107126 |
SEC # | 801-37235 |
CIK # | |
AUM | $79.5 BB (2024-08-16) |
Employees | 158 (59% Investors, 9% Brokers) |
Phone | 513-361-7600 |
Address | 303 Broadway Cincinnati, OH 45202 |
Source | [IAPD] [Website] [LinkedIn] |
Total AUM ($BB) |
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Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
---|---|---|---|---|
HF | Fort Washington Core Plus Fixed Income ERISA LLC | [2024-05-13] | 143.0 | 0.0 |
PE | Fort Washington Private Equity Opportunities Fund V-B LP | [2024-02-01] | 0.0 | 0.0 |
PE | Fort Washington Private Equity Opportunities Fund V LP | [2024-02-01] | 0.0 | 0.0 |
PE | Fort Washington Private Equity Opportunities Fund Iv-Feeder LLC | 2022-04-27 | 27.7 | |
PE | Fort Washington Private Equity Investors XI-B LP | 2022-03-30 | 39.6 | |
PE | Fort Washington Private Equity Investors XI-K LP | 2022-03-30 | 34.1 | |
PE | Fort Washington Private Equity Investors Xi LP | 2022-03-30 | 122.3 | |
PE | Fort Washington Private Equity Small Market Investors II-B LP | 2022-03-30 | 39.0 | |
PE | Fort Washington Private Equity Small Market Investors II-K LP | 2022-03-30 | 41.7 | |
PE | Fort Washington Private Equity Small Market Investors II LP | 2022-03-30 | 30.3 | |
View All |
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) | 393 | 0.8 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 1 | 10.5 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 45 | 7.1 |
(g) Pension and profit sharing plans | 9 | 3.4 |
(h) Charitable organizations | 57 | 1.2 |
(i) State or municipal government entities | 4 | 2.1 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 12 | 52.3 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 20 | 2.3 |
(n) Other | 0 | 0.0 |
Total | 1,444 | 79.5 |
By Discretionary | ||
Discretionary | 1,406 | 79.2 |
Non-Discretionary | 38 | 0.3 |
Total | 1,444 | 79.5 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 79.4 | |
Total | 1,444 | 79.5 |
Limited Partners | 2011 - 2024 |
---|---|
Teachers' Retirement System of the City of New York |
Form D Directors | # Filings | # Firms | 2011 - 2024 | |
---|---|---|---|---|
John OConnor | 69 | |||
Maribeth Rahe | 36 | |||
Stephen Baker | 32 | |||
Brendan White | 10 | |||
Steve Baker | 9 | |||
Steven Kreider | 7 | |||
Fort Washington Investment Advisors Inc | 7 | |||
Roger Lanham | 5 | |||
Nicholas Sargen | 4 | |||
Fort Washington Fixed Income LLC | 3 | |||
View All |
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