NISA INVESTMENT ADVISORS, LLC

RIASEC RegisteredEst. 1993

Total AUM

$344B

Discretionary

$337B

98% of AUM

Avg account

$782M

Accounts

440

Employees

417

Advisory reps

82

Firm details

Headquarters: SAINT LOUIS, Missouri
CRD number: 107313
Registered since: November 17, 1993
Website: www.nisa.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, THE BANK OF NEW YORK MELLON, STATE STREET BANK AND TRUST COMPANY, J.P. MORGAN SECURITIES INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types: Pension & Profit Sharing Plans51.57%
State / Municipal Government31.29%
Other8.68%
Pooled Investment Vehicles3.35%
Charitable Organizations2.95%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Nisa Investment Advisors, LLC is an SEC-registered investment manager formed in 1993 that operates as a limited liability company and is classified as a hedge fund. The firm serves both individuals and institutional clients, offering portfolio management across individual/small business accounts, pooled investment vehicles, and institutional mandates. Its business activities list CPO/CTA responsibilities, indicating the firm runs or advises pooled vehicles that may employ futures or other managed-derivative strategies. Fee arrangements include asset-based fees, fixed fees and performance fees. Nisa identifies as an active ESG investor and lists fixed-income as a preference in its filings.

Assets & Accounts

Public Holdings

Investments & Alternatives

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Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

US Government Bonds63%
Investment Grade Corp Bonds21%
Exchange Traded Equities6%
Cash & Cash Equivalents4%
Public Funds/Mutual Funds3%

Owners & executives

3 of 5

Stephen Douglass
Chief EconomistCRD 7208848
MATTHEW BYRON
Chief Operating OfficerCRD 5536175
RICHARD DOLSON
Chief Compliance OfficerCRD 5297533

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Contacts

3 of 77

Dezhi Fu
Fixed Income and DerivativesCRD 6721014
John Tice
Investment StrategistCRD 8248298
Jeffrey Tolksdorf
RepresentativeCRD 6940324

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 40

Active vs passive

$11.2B in ETFs

Passive

100%

$11.2B

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES CORE S&P 500 ETF (IVV)	BlackRock	Passive	Large Blend	$10.5B	16,114,884	94.06%

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Primary office

SAINT LOUIS, MO

SAINT LOUIS

Location

SAINT LOUIS, MO

Headquartered in SAINT LOUIS, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.

Metro area: St. Louis-St. Charles-Farmington, MO-IL
Region: Midwest
County: SAINT LOUIS
Address: 7676 Forsyth Blvd
Time zone: CT (UTC-6)
Office locations

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