|
⚲
|
| Touchstone Advisors Inc
✚
| |
|---|---|
| CRD # | 107028 |
| SEC # | 801-45963 |
| CIK # | |
| AUM | $26.7 BB (2024-08-02) |
| Employees | 84 (17% Investors, 90% Brokers) |
| Phone | 513-362-8000 |
| Address | 303 Broadway Cincinnati, OH 45202-4203 |
| Source | [IAPD] [Website] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 39 | 26.7 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 39 | 26.7 |
| By Discretionary | ||
| Discretionary | 39 | 26.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 39 | 26.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 26.7 | |
| Total | 39 | 26.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Kuvare Insurance Services LP
✚
|
IL | 27.6 |
|
Guidestone Capital Management LLC
✚
|
TX | 27.4 |
|
General Catalyst Group Management LLC
✚
|
MA | 27.3 |
|
40/86 Advisors Inc
✚
|
IN | 26.7 |
|
Sompo Asset Management Co Ltd
✚
|
26.2 | |
|
EdgePoint Investment Group Inc
✚
|
26.2 | |
|
Federated Equity Management Company of Pennsylvania
✚
|
PA | 26.2 |
|
NEA Management Company LLC
✚
|
CA | 25.9 |
|
Eaton Vance Advisers International Ltd
✚
|
25.8 | |
|
PGIM Private Placement Investors LP
✚
|
NJ | 25.7 |