Wilmington Trust Investment Management LLC

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Assets, Funds, Holdings

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CAFR Data
Wilmington Trust Investment Management LLC
CRD #19396
SEC #801-41081
CIK #
AUM $2.5 BB (78% Disc, 100% US, 2020-03-30)
Employees52 (100% Investors, 17% Brokers)
Phone302-651-8118
AddressWilmington Trust Center
Wilmington, DE 19890-0001
Source [IAPD] [Website]
Total AUM ($BB)
10.08.06.04.02.00.01999200620132021
Sector Issuer Cap ($MM) Value ($MM)
IVW 127.9
IWO 34.5
SCZ 14.8
AAPL 1,372,810.0 9.2
VEA 8.3
XOM 194,220.0 7.5
IVE 6.9
MSFT 1,376,930.0 5.4
GE 59,480.0 5.2
JNJ 381,110.0 4.4
View All
Holdings by Sector ($)
0.50.40.30.20.10.02013201320142015
Type Private Fund Form D Sold ($MM) AUM ($MM)
Other Rodney Square Global Alpha Opportunities Fund LLC [2017-01-11] 105.3 81.4
PE 2015 Select Opportunities KKR Access Fund LLC [2009-02-09] 1.2 18.9
HF Rodney Square Global Hedge Fund LP [2009-02-09] 1.2 0.6
HF Rodney Square Hedge Fund II Select LP [2009-02-09] 13.7 1.8
RE Rodney Square Real Estate Managers Fund Select LLC [2009-02-09] 57.1 28.3
Other Rodney Square US Large Cap Equity Fund Select LP [2009-02-09] 171.9 155.9
Other Wilmington Asset Allocation Fund Select LLC [2009-02-09] 13.2 17.0
Other Wilmington Global Equity Index Fund LP [2009-02-09] 6.0 6.1
Other Wilmington Global Equity Index Fund Select LP [2009-02-09] 178.2 180.5
Other Wilmington International Equity Fund Select LP [2009-02-09] 131.8 81.1
View All
Fund Directors # Filings # Firms 2011 - 2020
William Farrell 3 2
John Kelley 11 1
Marilyn Talman 10 1
Carl Jordan 10 1
Richard Capuano 10 1
R Fraundorf 10 1
Richard Shatzkin 10 1
Thomas Pierce 10 1
Rex Macey 10 1
Michael Daniels 10 1
Related Firms State AUM ($BB)
Wilmington Funds Management Corporation
DE 12.5
Wilmington Trust Investment Advisors Inc
DE 11.8
Wilmington Trust Investment Management LLC
DE 2.5
Comparable Firms State AUM ($BB)
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VA 3.4
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NY 3.2
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3.0
Crestone Asset Management LLC
CO 2.9
Central Park Advisers LLC
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Frontier Wealth Management LLC
MO 2.4
Bienville Capital Management LLC
NY 2.2
Battery Global Advisors LLC
MA 2.0
Columbia Pacific Advisors LLC
WA 1.9
Windrose Advisors LLC
MA 1.8
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