McDonnell Investment Management LLC

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Assets, Funds, Holdings

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McDonnell Investment Management LLC
CRD #166176
SEC #801-77394
CIK #
AUM
Employees 50 (46% Investors, 0% Brokers)
Phone630-684-8600
Address18W140 Butterfield Road
Oakbrook Terrace, IL 60181
Source [IAPD] [Website] [LinkedIn]
Total AUM ($BB)
151296301999200620132021
Type Form D Funds Date Sold ($MM) AUM ($MM)
Other McDonnell International Fixed Income Fund LLC [2012-03-29] 65.8 53.1
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 9,032 5.8
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 2 0.1
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 59 0.5
(h) Charitable organizations 78 0.3
(i) State or municipal government entities 49 0.4
(j) Other investment advisers 0 0.0
(k) Insurance companies 27 3.9
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 231 0.8
(n) Other 0 0.0
Total 9,478 11.7
By Discretionary
Discretionary 9,477 11.7
Non-Discretionary 1 0.0
Total 9,478 11.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 11.7
Total 9,478 11.7
Form D Directors # Filings # Firms 2011 - 2023
McDonnell Investment Management LLC 3
Dennis McDonnell 6
Edward Wood III 3
Michael Kamradt 3
John McCareins 3
Edward Treichel 3
Edward Triechel 1
McDonnell Investment Management LLC NA 1
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