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| TRowe Price Investment Management Inc
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|
|---|---|
| CRD # | 314590 |
| SEC # | 801-121434 |
| CIK # | |
| AUM | $165.5 BB (2023-03-31) |
| Employees | 114 (91% Investors, 2% Brokers) |
| Phone | 410-345-2000 |
| Address | 100 East Pratt Street Baltimore, MD 21202 |
| Source | [IAPD] [Website] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 28 | 141.6 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 16 | 19.8 |
| (g) Pension and profit sharing plans | 10 | 3.1 |
| (h) Charitable organizations | 0 | 0.1 |
| (i) State or municipal government entities | 0 | 0.4 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.4 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 62 | 165.5 |
| By Discretionary | ||
| Discretionary | 62 | 165.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 62 | 165.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 5.5 | |
| United States Persons | 159.9 | |
| Total | 62 | 165.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Lord Abbett & Co LLC
✚
|
NJ | 211.2 |
|
John Hancock Investment Management LLC
✚
|
MA | 181.8 |
|
Fisher Asset Management LLC
✚
|
TX | 173.4 |
|
Schroder Investment Management North America Inc
✚
|
NY | 171.3 |
|
US Bancorp Asset Management Inc
✚
|
MN | 146.7 |
|
Payden & Rygel
✚
|
CA | 126.9 |
|
Global Retirement Partners LLC
✚
|
CA | 119.8 |
|
Insight North America LLC
✚
|
NY | 119.2 |
|
Wells Fargo Advisors Financial Network LLC
✚
|
MO | 103.1 |
|
Franklin Templeton Private Portfolio Group LLC
✚
|
NY | 94.6 |