ALLSPRING FUNDS MANAGEMENT, LLC

RIASEC RegisteredEst. 2000
Total AUM
$325B
Discretionary
$325B
100% of AUM
Avg account
$32.1M
Accounts
10,118
Employees
714
Advisory reps
91

Firm details

Headquarters
Charlotte, North Carolina
CRD number
110841
Registered since
December 22, 2000
Custodians
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, MORGAN STANLEY & CO. LLC, UBS FINANCIAL SERVICES INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Investment Companies95.93%
  • HNWI1.6%
  • Individuals0.89%
  • Pooled Investment Vehicles0.77%
  • Charitable Organizations0.49%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

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Overview

Allspring Funds Management, LLC is a SEC-registered investment adviser organized as an LLC (registered in 2000) that provides portfolio management across retail and institutional channels. The firm serves individual and family clients as well as institutional investors and runs portfolio management for investment companies, pooled investment vehicles and businesses. It also selects and oversees external managers. Fee arrangements include percentage-of-AUM fees and performance-based fees. Allspring is identified as an active ESG investor and is registered to perform CPO/CTA activities; it also maintains affiliations as a broker-dealer, other investment adviser, and as sponsor/GP/managing member of pooled vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 38%, State & Local Bonds 34%, Public Funds/Mutual Funds 15%, US Government Bonds 8%, Investment Grade Corp Bonds 4%, Cash & Cash Equivalents 2%38%
  • Exchange Traded Equities38%
  • State & Local Bonds34%
  • Public Funds/Mutual Funds15%
  • US Government Bonds8%
  • Investment Grade Corp Bonds4%

Owners & executives

3 of 4
  • SALLIE SQUIRE

    Chief Operating OfficerCRD 2932918

  • Jennifer Grunberg

    Deputy Chief Compliance OfficerCRD 4273956

  • Annette Lege

    Chief Financial OfficerCRD 2244646

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Contacts

3 of 87
  • PAUL ENGLE

    Registered RepresentativeCRD 2967434

  • KRISTIN CARCIO

    Head of Portfolio StrategyCRD 3254129

  • JOSEPH CROWLEY

    Registered RepresentativeCRD 4915075

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Charlotte, NC

MECKLENBURG

Location

Charlotte, NC

Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.

Metro area
Charlotte-Concord, NC-SC
Region
South
County
MECKLENBURG
Address
1415 Vantage Park Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth