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| Happy Holidays!! thanks for using AUM13F!! |
| Scout Investments Inc
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| CRD # | 111787 |
| SEC # | 801-60188 |
| CIK # | 0001861219, 0001161927 |
| AUM | $33.0 B (2024-12-18) |
| Employees | 53 (45% Investors, 4% Brokers) |
| Phone | 800-521-1195 |
| Address | 1201 Walnut St Kansas City, MO 64106 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001861219 0001161927 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 8.5 | ||
| Apple Inc | 6.0 | ||
| Nvidia Corp | 5.5 | ||
| Broadcom Inc | 4.8 | ||
| Amazon Com Inc | 4.5 | ||
| J P Morgan Chase & Co | 4.2 | ||
| Facebook Inc | 2.8 | ||
| Wal Mart Stores Inc | 2.4 | ||
| Alphabet Inc | 2.3 | ||
| VISA Inc | 2.1 | ||
| Home Depot Inc | 2.0 | ||
| Eaton Corp Ltd | 2.0 | ||
| AbbVie Inc | 1.7 | ||
| Johnson & Johnson | 1.4 | ||
| Motorola Inc | 1.4 | ||
| Verizon Communications Inc | 1.3 | ||
| Costco Wholesale Corp /NEW | 1.3 | ||
| Alphabet Inc | 1.3 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Columbus Ultra Low Duration Bond Fund LLC | [2017-03-31] | 120.1 | 0.0 |
| Other | Columbus Core Plus Bond Fund LLC | [2014-03-31] | 1,301.3 | 885.6 |
| Other | Columbus Unconstrained Bond Fund LLC | 2012-03-30 | 2,094.4 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 11 | 0.0 |
| (b) Individuals (high net worth individuals) | 4 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 8 | 7.7 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 8 | 3.6 |
| (g) Pension and profit sharing plans | 34 | 7.1 |
| (h) Charitable organizations | 38 | 3.5 |
| (i) State or municipal government entities | 30 | 9.9 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 3 | 1.1 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 140 | 33.0 |
| By Discretionary | ||
| Discretionary | 129 | 33.0 |
| Non-Discretionary | 11 | 0.0 |
| Total | 140 | 33.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.6 | |
| United States Persons | 31.4 | |
| Total | 140 | 33.0 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Company Reams Asset Management Company LLC | 2 | ||
| Company Scout Investments Inc | 2 | ||
| NA Scout Investments Inc | 2 | ||
| NA Reams Asset Management Company LLC | 2 | ||
| Scout Investments Inc | 1 | ||
| NA Reams Asset Management A Division of Scout Investments Inc | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001161927] | |
| 13F-NT | [0001161927] | |
| D | [0001861219] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Scout Investments Inc
✚
|
MO | 33.0 |
|
Carillon Tower Advisers Inc
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|
FL | 16.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Polen Capital Management LLC
✚
|
FL | 37.7 |
|
Silvercrest Asset Management Group LLC
✚
|
NY | 36.5 |
|
Harding Loevner LP
✚
|
NJ | 34.5 |
|
Hotchkis and Wiley Capital Management LLC
✚
|
CA | 33.2 |
|
Epoch Investment Partners Inc
✚
|
NY | 33.1 |
|
Virtus Fixed Income Advisers LLC
✚
|
CT | 33.0 |
|
Eagle Capital Management LLC
✚
|
NY | 31.2 |
|
Diamond Hill Capital Management Inc
✚
|
OH | 30.0 |
|
Knights of Columbus Asset Advisors LLC
✚
|
CT | 28.0 |
|
Morrison US LLC
✚
|
28.0 |