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| Towers Watson Investment Services Inc
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|
|---|---|
| CRD # | 110473 |
| SEC # | 801-46008 |
| CIK # | |
| AUM | $51.4 BB (2024-07-03) |
| Employees | 208 (97% Investors, 7% Brokers) |
| Phone | 312-288-7700 |
| Address | 233 South Wacker Drive Chicago, IL 60606 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | WTW Liquid Diversifiers Fund Ltd | [2024-03-29] | 725.0 | 558.1 |
| Other | Willis Towers Watson Group Trust - Real Assets Fund | [2019-03-28] | 3,622.7 | 3,180.1 |
| Other | Willis Towers Watson Group Trust - Diversified Credit Fund | [2018-04-02] | 4,853.6 | 3,214.3 |
| Other | Willis Towers Watson Group Trust - Diversified Equity Fund | [2018-04-02] | 8,354.8 | 3,933.8 |
| Other | Willis Towers Watson Group Trust - Global Equity Focus Fund | [2018-04-02] | 4,006.8 | 2,575.9 |
| Other | Willis Towers Watson Group Trust - Long Credit Fund | [2018-04-02] | 2,917.9 | 1,500.5 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 89 | 51.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 1 | 0.3 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 123 | 51.4 |
| By Discretionary | ||
| Discretionary | 119 | 46.5 |
| Non-Discretionary | 4 | 4.9 |
| Total | 123 | 51.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.1 | |
| United States Persons | 49.3 | |
| Total | 123 | 51.4 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Ebony Mylesberry | 87 | ||
| Craig Pearlman | 5 | ||
| Joseph Allessie | 3 | ||
| Mark Gilbert | 10 | ||
| Steven Carlson | 7 | ||
| Kemp Ross | 6 | ||
| Bank of New York Mellon | 6 | ||
| Joshua Hall | 3 | ||
| Towers Watson Investment Services Inc | 6 | ||
| Nimisha Srivastava | 5 | ||
| Carlson Steven | 4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Black Creek Investment Management Inc
✚
|
9.4 | |
|
Vibrant Capital Partners Inc
✚
|
NY | 7.9 |
|
China Asset Management Hong Kong Limited
✚
|
7.2 | |
|
One River Asset Management LLC
✚
|
CT | 4.0 |
|
American Realty Advisors LLC
✚
|
CA | 3.4 |
|
Coinbase Asset Management LLC
✚
|
CT | 0.3 |
|
Marketfield Asset Management LLC
✚
|
CT | 0.2 |
|
Telsey Consumer Fund Management LP
✚
|
NY | 0.0 |
|
Kingsbarn Capital Management LLC
✚
|
NV | 0.0 |
|
Homaer International US LLC
✚
|
NY | 0.0 |