|
⚲
|
| Ohio National Investments Inc
✚
|
|
|---|---|
| CRD # | 107528 |
| SEC # | 801-51396 |
| CIK # | 0001573575 |
| AUM | $10.9 BB (2023-03-09) |
| Employees | 21 (19% Investors, 24% Brokers) |
| Phone | 513-794-6100 |
| Address | One Financial Way Montgomery, OH 45242 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 10.8 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 0.1 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2 | 10.9 |
| By Discretionary | ||
| Discretionary | 2 | 10.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2 | 10.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 10.9 | |
| Total | 2 | 10.9 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001573575] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
BFAM Partners North America LLC
✚
|
NY | 11.5 |
|
Innovator Capital Management LLC
✚
|
IL | 11.1 |
|
Trinitas Capital Management LLC
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|
TX | 11.0 |
|
Invesco Loan Manager LLC
✚
|
NY | 10.8 |
|
Opus Investment Management Inc
✚
|
MA | 10.8 |
|
Alumina Investment Management LLC
✚
|
NC | 10.8 |
|
Bosera Asset Management International Co Limited
✚
|
10.8 | |
|
Valley View Consulting LLC
✚
|
VA | 10.5 |
|
Nikko Asset Management Asia Limited
✚
|
10.2 | |
|
Krane Funds Advisors LLC
✚
|
NY | 10.2 |