Nordea Investment Management North America, Inc.

RIASEC Registered

Total AUM

$1.1B

Discretionary

$1.1B

100% of AUM

Avg account

$211M

Accounts

Employees

Advisory reps

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

FINTRX

Overview

Nordea Investment Management North America, Inc. is the North American operating entity of a foreign-owned investment management organization, organized as a corporation and SEC-registered since 2001. The firm functions as an institutional registered investment adviser, providing portfolio management for investment companies and for businesses or institutional clients. Its client base is institutional and it charges fees as a percentage of assets under management. The firm identifies as an active ESG investor and lists CPO/CTA activity among its business lines. Its industry relationships span broker-dealers, banking and insurance institutions, pension consulting, and roles as sponsor or manager of pooled investment vehicles.