Allianz Investment Management LLC

RIASEC RegisteredEst. 2001
Total AUM
$19.1B
Discretionary
$19.1B
100% of AUM
Avg account
$230M
Accounts
83
Employees
50
Advisory reps
7

Firm details

Headquarters
Minneapolis, Minnesota
CRD number
111925
Registered since
April 20, 2001
Fee structure
Percentage of AUM
Client types
  • Investment Companies95.13%
  • Pooled Investment Vehicles4.87%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Allianz Investment Management LLC operates as a privately held limited liability company that has been SEC-registered since 2001. The firm serves institutional clients and charges fees as a percentage of assets under management. Its principal activities include acting as a commodity pool operator/commodity trading advisor and providing portfolio management for investment companies and pooled investment vehicles. The firm is not structured as a capital allocator and does not present itself as an active ESG investor or a multi-state adviser. Industry ties extend beyond pure advisory work: filings indicate affiliations with broker-dealers, other investment advisers, insurance companies, pension consultants, and roles as sponsor or general partner for limited partnerships and pooled vehicles. Ownership is listed as domestic entity/individual.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Molly Mai

    Molly Mai

    Chief Financial OfficerCRD 7760564

  • Christopher Chambs

    Christopher Chambs

    Chief Executive OfficerCRD 6608967

  • Jean-Roch Sibille

    Jean-Roch Sibille

    Chief Executive OfficerCRD 7712420

Contacts

3 of 4
  • Amanda Farren

    Senior CounselCRD 7857974

  • Corey Walther

    Corey Walther

    PresidentCRD 2398952

  • Brian Muench

    Brian Muench

    PresidentCRD 2705076

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 29

Active vs passive

$160M in ETFs

Passive

0%

$0

Active

57%

$160M

ETFProviderStyleCategoryValueShares% of portfolio
ALLIANZIM US LARGE CAP 6 MONTH BUFFER10 MAR/SEP ETF (SIXP)ActiveOptions Trading$13.8M419,1978.66%

Location

Primary office

Minneapolis, MN

Hennepin

Location

Minneapolis, MN

Headquartered in Minneapolis, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
Hennepin
Address
5701 Golden Hills Dr
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth