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| Scout Investments Inc
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| |
|---|---|
| CRD # | 111787 |
| SEC # | 801-60188 |
| CIK # | 0001161927, 0001861219 |
| AUM | $29.0 BB (2024-05-22) |
| Employees | 53 (49% Investors, 4% Brokers) |
| Phone | 800-521-1195 |
| Address | 1201 Walnut St Kansas City, MO 64106 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| CIK | Period |
|---|---|
| 0001161927 0001861219 | |
| / | |
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| Palantir Technologies Inc | 19.1 | 0.1 | |
| Edwards Lifesciences Corp | 58.9 | 0.1 | |
| First Horizon National Corp | 11.9 | 0.1 | |
| Viper Energy Partners LP | 2.1 | 0.1 | |
| Centerpoint Energy Inc | 18.3 | 0.1 | |
| Caseys General Stores Inc | 7.1 | 0.1 | |
| Quanta Services Inc | 17.8 | 0.1 | |
| CBOE Holdings Inc | 12.8 | 0.1 | |
| Agree Realty Corp | 5.5 | 0.1 | |
| Evercore Partners Inc | 3.9 | 0.1 | |
| Mid America Apartment Communities Inc | 20.0 | 0.1 | |
| STAG Industrial Inc | 5.7 | 0.0 | |
| Shift4 Payments Inc | 2.1 | 0.0 | |
| Healthsouth Corp | 5.6 | 0.0 | |
| Amerisourcebergen Corp | 0.0 | ||
| Chart Industries Inc | 5.9 | 0.0 | |
| PPL Corp | 20.0 | 0.0 | |
| AXIS Capital Holdings Ltd | 4.9 | 0.0 | |
| Applovin Corp | 13.7 | 0.0 | |
| Murphy USA Inc | 5.8 | 0.0 | |
| Wisconsin Energy Corp | 31.3 | 0.0 | |
| Agilent Technologies Inc | 35.0 | 0.0 | |
| Huntington Bancshares Inc/MD | 17.7 | 0.0 | |
| Omnicom Group Inc | 13.1 | 0.0 | |
| Hubbell Inc | 9.7 | 0.0 | |
| TKO Group Holdings Inc | 0.0 | ||
| Marvell Technology Inc | 38.5 | 0.0 | |
| Delta Air Lines Inc | 19.4 | 0.0 | |
| Ally Financial Inc | 11.1 | 0.0 | |
| Centene Corp | 49.3 | 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] | 1,185.8 | 885.6 |
| Other | Columbus Unconstrained Bond Fund LLC | 2012-03-30 | 2,094.4 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 2 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 8 | 7.8 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 12 | 2.6 |
| (g) Pension and profit sharing plans | 53 | 8.3 |
| (h) Charitable organizations | 24 | 2.3 |
| (i) State or municipal government entities | 28 | 7.1 |
| (j) Other investment advisers | 3 | 0.4 |
| (k) Insurance companies | 5 | 0.6 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 165 | 29.0 |
| By Discretionary | ||
| Discretionary | 162 | 29.0 |
| Non-Discretionary | 3 | 0.0 |
| Total | 165 | 29.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 28.6 | |
| Total | 165 | 29.0 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Company Scout Investments Inc | 2 | ||
| NA Scout Investments Inc | 2 | ||
| NA Reams Asset Management Company LLC | 2 | ||
| Company Reams Asset Management Company LLC | 2 | ||
| NA Reams Asset Management A Division of Scout Investments Inc | 1 | ||
| Scout Investments Inc | 1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001161927] | |
| D | [0001861219] |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Scout Investments Inc
✚
|
MO | 29.0 |
|
Carillon Tower Advisers Inc
✚
|
FL | 15.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Fayez Sarofim & Co LLC
✚
|
TX | 31.4 |
|
BMO Private Investment Counsel Inc
✚
|
30.3 | |
|
Wealthfront Advisers LLC
✚
|
CA | 30.2 |
|
ASB Capital Management LLC
✚
|
MD | 29.7 |
|
Buckingham Strategic Wealth LLC
✚
|
MO | 29.5 |
|
Western Asset Management Company Limited
✚
|
28.4 | |
|
Ruffer LLP
✚
|
27.1 | |
|
Prudent Man Advisors LLC
✚
|
IL | 27.0 |
|
CWM LLC
✚
|
NE | 26.8 |
|
Wasatch Advisors LP
✚
|
UT | 26.7 |