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| NISA Investment Advisors LLC
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|---|---|
| CRD # | 107313 |
| SEC # | 801-45153 |
| CIK # | 0000937615 |
| AUM | 343.89 B (2026-03-26) |
| Employees | 417 (52% Investors, 0% Brokers) |
| Phone | 314-721-1900 |
| Address | 7676 Forsyth Blvd Suite 1100 St Louis, MO 63105-4141 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 1.1 | ||
| Apple Inc | 1.0 | ||
| Microsoft Corp | 0.8 | ||
| Alphabet Inc | 0.5 | ||
| Amazon Com Inc | 0.4 | ||
| Broadcom Inc | 0.4 | ||
| Alphabet Inc | 0.4 | ||
| Facebook Inc | 0.3 | ||
| J P Morgan Chase & Co | 0.3 | ||
| Tesla Motors Inc | 0.2 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | NISA Confluence Master Fund LP | 2026-03-26 | 348.3 M | |
| HF | NISA Confluence Offshore Fund Limited | [2026-03-26] | 48.3 M | |
| Filed 2025-07-11 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $25,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | NISA Confluence Onshore Fund LP | [2026-03-26] | 300.0 M | |
| Filed 2025-07-11 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $25,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 13 | 0.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 14 | 11.5 |
| (g) Pension and profit sharing plans | 255 | 177.3 |
| (h) Charitable organizations | 18 | 10.1 |
| (i) State or municipal government entities | 22 | 107.6 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 16 | 2.4 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13 | 4.6 |
| (n) Other | 89 | 29.9 |
| Total | 440 | 343.9 |
| By Discretionary | ||
| Discretionary | 436 | 336.7 |
| Non-Discretionary | 4 | 7.2 |
| Total | 440 | 343.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 10.5 | |
| United States Persons | 333.4 | |
| Total | 440 | 343.9 |
| Limited Partners | 2011 - 2026 |
|---|---|
| Missouri Public School Retirement System | |
| Pennsylvania State Employees' Retirement System | |
| Teachers' Retirement System of the City of New York |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Geoff Ruddick | Director | 256 | 66 | |
| Dawn Howe | Director | 44 | 15 | |
| David Eichhorn | Executive Officer | 3 | 2 | |
| Matthew Byron | Director | 2 | 1 | |
| Nisa Confluence Fund GP LLC | Promoter | 2 | 1 | |
| Kenneth Lester | Executive Officer | 2 | 1 | |
| Nisa Investment Advisors LLC | Executive Officer | 2 | 1 | |
| Daniel Scholz | Executive Officer | 2 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000937615] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $112.7B |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
| LEI | 549300L1IG2JOW7XNY28 |
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