NORDEA INVESTMENT MANAGEMENT NORTH AMERICA, INC.
Firm details
- Headquarters
- New York, New York
- CRD number
- 116837
- Registered since
- November 20, 2001
- Website
- www.nordea.com
- Custodians
- STATE STREET BANK AND TRUST COMPANY
- Fee structure
- Percentage of AUM
- Client types
- State / Municipal Government72.88%
- Investment Companies27.12%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Nordea Investment Management North America, Inc. is the North American arm of a foreign-affiliated investment firm that serves institutional clients. The firm is SEC-registered and charges fees as a percentage of assets under management. Its advisory work centers on portfolio management for investment companies and for businesses or institutional investors. The firm reports activity as a commodity pool operator/commodity trading advisor (CPO/CTA) and lists industry affiliations across broker-dealers, banking and insurance firms, pension consultants and sponsors/GPs of pooled investment vehicles, indicating involvement in both advisory and sponsor roles. The firm characterizes itself as an active ESG investor, incorporating environmental, social and governance considerations into its investment approach. It is not described as a capital allocator; rather, its role emphasizes portfolio management and CPO/CTA functions within institutional channels.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Owners & executives
3 of 3James O'Connor
Chief Compliance OfficerCRD 7490499
JARRETT SINGER
CFO and ControllerCRD 2576437
CHRISTOPHER SPITLER
CEO & PresidentCRD 5821023
Contacts
3 of 3Anders Madsen
CRD 8260077
Lars Hansson
CRD 8260029
Henrika Vikman
DirectorCRD 7439288
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 1211 Avenue of the Americas
- Time zone
- ET (UTC-5)
- Office locations
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