KNIGHTS OF COLUMBUS ASSET ADVISORS LLC

RIASEC RegisteredEst. 2015

Total AUM

$30.5B

Discretionary

$30.5B

100% of AUM

Avg account

$3.8M

Accounts

8,074

Employees

249

Advisory reps

228

Firm details

Headquarters: NEW HAVEN, Connecticut
CRD number: 174129
Registered since: January 23, 2015
Website: www.kocaa.com
Custodians: THE BANK OF NEW YORK MELLON, CIBC WORLD MARKETS CORP.
Fee structure: Percentage of AUM
Client types: Insurance Companies90.23%
Investment Companies4.19%
Individuals3.13%
Pooled Investment Vehicles1.37%
Charitable Organizations0.55%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Knights Of Columbus Asset Advisors LLC is the asset-management arm of a domestic, LLC-structured organization that has been SEC-registered since 2015. The firm operates as a hedge-fund/other fund provider and manages portfolios for a mix of individual and family clients as well as institutional accounts. Its advisory services span discretionary portfolio management across individuals, pooled vehicles, investment companies and businesses, plus pension consulting and selection of sub‑advisers. The firm charges fees as a percentage of assets under management and identifies itself as an active ESG investor. Knights Of Columbus also holds industry roles beyond typical adviser duties: it serves as a sponsor/GP/managing member of pooled investment vehicles and is affiliated with a CPO/CTA and an insurance company. The firm is not structured as a capital allocator and is not multi‑state for adviser registration purposes.