|
⚲
|
| Fort Washington Investment Advisors Inc
✚
|
|
|---|---|
| CRD # | 107126 |
| SEC # | 801-37235 |
| CIK # | |
| AUM | $84.9 B (2025-07-18) |
| Employees | 154 (56% Investors, 7% Brokers) |
| Phone | 513-361-7600 |
| Address | 303 Broadway Cincinnati, OH 45202 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Fort Washington Private Equity Opportunities Fund V-K LP | [2024-12-20] | 0.0 | 0.0 |
| LF | Securities Lending Fund-B LLC | [2024-10-14] | 0.0 | 276.3 |
| HF | Fort Washington Core Plus Fixed Income ERISA LLC | [2024-05-13] | 143.0 | 123.0 |
| PE | Fort Washington Private Equity Opportunities Fund V-B LP | [2024-02-01] | 0.0 | 40.2 |
| PE | Fort Washington Private Equity Opportunities Fund V LP | [2024-02-01] | 55.3 | 55.3 |
| PE | Fort Washington Private Equity Opportunities Fund Iv-Feeder LLC | 2022-04-27 | 29.3 | |
| PE | Fort Washington Private Equity Investors XI-B LP | 2022-03-30 | 41.2 | |
| PE | Fort Washington Private Equity Investors XI-K LP | 2022-03-30 | 36.9 | |
| PE | Fort Washington Private Equity Investors Xi LP | 2022-03-30 | 128.7 | |
| PE | Fort Washington Private Equity Small Market Investors II-B LP | 2022-03-30 | 40.7 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,120 | 0.0 |
| (b) Individuals (high net worth individuals) | 433 | 0.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 11.3 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 53 | 9.0 |
| (g) Pension and profit sharing plans | 3 | 2.2 |
| (h) Charitable organizations | 53 | 1.9 |
| (i) State or municipal government entities | 4 | 2.2 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 12 | 55.1 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 22 | 2.3 |
| (n) Other | 0 | 0.0 |
| Total | 4,674 | 84.9 |
| By Discretionary | ||
| Discretionary | 1,514 | 84.5 |
| Non-Discretionary | 3,160 | 0.4 |
| Total | 4,674 | 84.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 84.9 | |
| Total | 4,674 | 84.9 |
| Limited Partners | 2011 - 2025 |
|---|---|
| Teachers' Retirement System of the City of New York |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| John OConnor | 72 | |||
| Maribeth Rahe | 37 | |||
| Stephen Baker | 32 | |||
| Brendan White | 10 | |||
| Steve Baker | 9 | |||
| Steven Kreider | 7 | |||
| Fort Washington Investment Advisors Inc | 7 | |||
| Roger Lanham | 5 | |||
| Nicholas Sargen | 4 | |||
| Christopher Baucom | 3 | |||
| View All | ||||
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Metropolitan West Asset Management LLC
✚
|
CA | 82.5 |
|
WCM Investment Management LLC
✚
|
CA | 74.7 |
|
TCW Asset Management Company LLC
✚
|
CA | 70.4 |
|
William Blair & Company LLC
✚
|
IL | 58.3 |
|
Apogem Capital LLC
✚
|
NY | 40.6 |
|
Select Equity Group LP
✚
|
NY | 40.6 |
|
Investure LLC
✚
|
VA | 35.0 |
|
First Manhattan Co LLC
✚
|
NY | 34.4 |
|
Rockefeller & Co LLC
✚
|
NY | 32.6 |
|
Oppenheimer & Co Inc
✚
|
NY | 32.4 |