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NFJ Investment Group LLC
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CRD # | 310902 |
SEC # | 801-119686 |
CIK # | 0001106012, 0001862664 |
AUM | $4.2 BB (2024-03-29) |
Employees | 12 (75% Investors, 33% Brokers) |
Phone | 214-754-1780 |
Address | 2100 Ross Avenue, Suite 700 Dallas, TX 75201 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
Total AUM ($BB) |
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Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
---|---|---|---|
ARE | 23.6 | 0.1 | |
REXR | 9.6 | 0.1 | |
NEE | 150.2 | 0.1 | |
BAC | 278.3 | 0.1 | |
INTU | 109.0 | 0.1 | |
ES | 28.8 | 0.1 | |
PNC | 66.1 | 0.1 | |
TFC | 64.4 | 0.1 | |
TMO | 209.7 | 0.0 | |
HON | 119.8 | 0.0 | |
View All |
Holdings by Sector ($BB) |
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AUM Breakdown | Accounts | AUM ($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 | 3 | 3.5 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 1 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.1 |
(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 | 1,071 | 0.5 |
Total | 1,082 | 4.2 |
By Discretionary | ||
Discretionary | 1,081 | 4.2 |
Non-Discretionary | 1 | 0.0 |
Total | 1,082 | 4.2 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 4.2 | |
Total | 1,082 | 4.2 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-NT | [0001106012] | |
13F-HR | [0001862664] |
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Key Investment Services LLC
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