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| Scout Investments Inc
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|---|---|
| CRD # | 111787 |
| SEC # | 801-60188 |
| CIK # | 0001161927, 0001861219 |
| AUM | $26.3 BB (2023-01-13) |
| Employees | 53 (49% Investors, 4% Brokers) |
| Phone | 800-521-1195 |
| Address | 1201 Walnut St Kansas City, MO 64106 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| CIK | Period |
|---|---|
| 0001161927 0001861219 | |
| / | |
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| Quanta Services Inc | 17.8 | 0.1 | |
| Centerpoint Energy Inc | 18.3 | 0.1 | |
| Wisconsin Energy Corp | 31.3 | 0.1 | |
| CBOE Holdings Inc | 12.8 | 0.1 | |
| Teradata Corp /DE/ | 3.9 | 0.1 | |
| STAG Industrial Inc | 5.7 | 0.1 | |
| Splunk Inc | 15.0 | 0.1 | |
| Agilent Technologies Inc | 35.0 | 0.1 | |
| ULTA Salon Cosmetics & Fragrance Inc | 20.0 | 0.1 | |
| Hess Corp | 35.1 | 0.1 | |
| Edwards Lifesciences Corp | 58.9 | 0.1 | |
| Insulet Corp | 15.7 | 0.1 | |
| Skyworks Solutions Inc | 15.5 | 0.1 | |
| BioMarin Pharmaceutical Inc | 15.4 | 0.1 | |
| Align Technology Inc | 19.1 | 0.1 | |
| Chart Industries Inc | 5.9 | 0.1 | |
| Hubbell Inc | 9.7 | 0.1 | |
| Las Vegas Sands Corp | 26.4 | 0.1 | |
| AGCO Corp /DE | 7.6 | 0.1 | |
| Lululemon Athletica Inc | 35.6 | 0.1 | |
| Evergy Inc | 14.9 | 0.0 | |
| Caseys General Stores Inc | 7.1 | 0.0 | |
| Agree Realty Corp | 5.5 | 0.0 | |
| Fox Corp | 18.2 | 0.0 | |
| Pioneer Natural Resources Co | 56.9 | 0.0 | |
| Keysight Technologies Inc | 25.0 | 0.0 | |
| Flextronics International Ltd | 6.9 | 0.0 | |
| Darling International Inc | 10.3 | 0.0 | |
| Teradyne Inc | 15.3 | 0.0 | |
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| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | Columbus Ultra Low Duration Bond Fund LLC | [2017-03-31] | 120.1 | 0.0 |
| Other | Columbus Core Plus Bond Fund LLC | [2014-03-31] | 604.1 | 656.5 |
| Other | Columbus Unconstrained Bond Fund LLC | 2012-03-30 | 1,694.6 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 5 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 3 | 2.7 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 8 | 5.7 |
| (g) Pension and profit sharing plans | 38 | 5.7 |
| (h) Charitable organizations | 32 | 3.1 |
| (i) State or municipal government entities | 28 | 7.5 |
| (j) Other investment advisers | 3 | 0.9 |
| (k) Insurance companies | 3 | 0.7 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 160 | 26.3 |
| By Discretionary | ||
| Discretionary | 160 | 26.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 160 | 26.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 26.3 | |
| Total | 160 | 26.3 |
| Form D Directors | # Filings | # Firms | 2011 - 2023 |
|---|---|---|---|
| Company Scout Investments Inc | 2 | ||
| NA Scout Investments Inc | 2 | ||
| NA Reams Asset Management Company LLC | 2 | ||
| Company Reams Asset Management Company LLC | 2 | ||
| NA Reams Asset Management A Division of Scout Investments Inc | 1 | ||
| Scout Investments Inc | 1 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001161927] | |
| D | [0001861219] |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Scout Investments Inc
✚
|
MO | 26.3 |
|
Carillon Tower Advisers Inc
✚
|
FL | 15.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Earnest Partners LLC
✚
|
GA | 29.4 |
|
BMO Private Investment Counsel Inc
✚
|
29.3 | |
|
Fayez Sarofim & Co LLC
✚
|
TX | 29.0 |
|
Edgewood Management LLC
✚
|
CT | 28.8 |
|
Chandler Asset Management Inc
✚
|
CA | 28.6 |
|
Western Asset Management Company Limited
✚
|
28.0 | |
|
Invesco Hong Kong Limited
✚
|
26.7 | |
|
Highland Associates Inc
✚
|
AL | 25.6 |
|
Advanced Capital Group Inc
✚
|
MN | 24.7 |
|
Asset Allocation & Management Company LLC
✚
|
IL | 24.0 |