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| Scout Investments Inc
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|---|---|
| CRD # | 111787 |
| SEC # | 801-60188 |
| CIK # | 0001861219, 0001161927 |
| AUM | $36.6 B (2026-05-20) |
| Employees | 53 (45% Investors, 4% Brokers) |
| Phone | 463-777-3900 |
| Address | 1201 Walnut St Kansas City, MO 64106 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001861219 0001161927 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 7.7 | ||
| Microsoft Corp | 6.6 | ||
| Nvidia Corp | 6.1 | ||
| Broadcom Inc | 5.0 | ||
| Amazon Com Inc | 4.4 | ||
| J P Morgan Chase & Co | 4.3 | ||
| Alphabet Inc | 3.8 | ||
| Wal Mart Stores Inc | 3.0 | ||
| Johnson & Johnson | 2.5 | ||
| Facebook Inc | 2.2 | ||
| Alphabet Inc | 2.2 | ||
| AbbVie Inc | 2.1 | ||
| Eaton Corp Ltd | 2.0 | ||
| Home Depot Inc | 1.9 | ||
| Visa Inc | 1.7 | ||
| Analog Devices Inc | 1.5 | ||
| Chevron Corp | 1.5 | ||
| Lilly Eli & Co | 1.5 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Carillon Tower Advisers Series Hedge Fund LLC - Balanced Multi Asset Series | 2024-01-04 | 0.5 | |
| Other | Columbus Ultra Low Duration Bond Fund LLC | [2017-03-31] | 120.1 | 0.0 |
| Other | Columbus Core Plus Bond Fund LLC | [2014-03-31] | 1,301.3 | 885.6 |
| Other | Columbus Unconstrained Bond Fund LLC | 2012-03-30 | 2,094.4 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 196 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 3 | 7.9 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 8 | 4.7 |
| (g) Pension and profit sharing plans | 45 | 7.8 |
| (h) Charitable organizations | 39 | 3.9 |
| (i) State or municipal government entities | 3 | 0.2 |
| (j) Other investment advisers | 30 | 10.9 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 3 | 1.1 |
| (m) Corporations or other businesses not listed above | 1 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 328 | 36.6 |
| By Discretionary | ||
| Discretionary | 132 | 36.5 |
| Non-Discretionary | 196 | 0.0 |
| Total | 328 | 36.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 36.6 | |
| Total | 328 | 36.6 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Company Reams Asset Management Company LLC | 2 | 2 | ||
| Company Scout Investments Inc | 2 | 2 | ||
| NA Scout Investments Inc | 2 | 2 | ||
| NA Reams Asset Management Company LLC | 2 | 2 | ||
| Scout Investments Inc | 1 | 1 | ||
| NA Reams Asset Management A Division of Scout Investments Inc | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001161927] | |
| 13F-NT | [0001161927] | |
| D | [0001861219] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Scout Investments Inc
✚
|
MO | 36.6 |
|
Carillon Tower Advisers Inc
✚
|
FL | 16.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Aristotle Capital Management LLC
✚
|
CA | 43.5 |
|
Hotchkis and Wiley Capital Management LLC
✚
|
CA | 36.9 |
|
55I LLC
✚
|
MA | 36.7 |
|
Eagle Capital Management LLC
✚
|
NY | 35.8 |
|
Virtus Fixed Income Advisers LLC
✚
|
CT | 34.9 |
|
Wealthspire Advisors LLC
✚
|
NY | 34.3 |
|
Harding Loevner LP
✚
|
NJ | 32.1 |
|
Knights of Columbus Asset Advisors LLC
✚
|
CT | 30.5 |
|
Fuller & Thaler Asset Management Inc
✚
|
CA | 30.3 |
|
Epoch Investment Partners Inc
✚
|
NY | 29.7 |