ONEAMERICA ASSET MANAGEMENT, LLC

RIASEC RegisteredEst. 2013

Total AUM

$24.4B

Discretionary

$24.3B

100% of AUM

Avg account

$2.4B

Accounts

Employees

Advisory reps

Firm details

Headquarters: INDIANAPOLIS, Indiana
CRD number: 165929
Registered since: January 1, 2013
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: Insurance Companies98.37%
Pooled Investment Vehicles1.02%
Corporations / Businesses0.55%
Charitable Organizations0.06%
Services: Portfolio Management for Pooled Investment VehiclesSelection of Other AdvisersPublication of PeriodicalsSecurity Ratings / Pricing ServicesEducational Seminars / Workshops

Firm profile

FINTRX

Overview

OneAmerica Asset Management, LLC is an institutional-focused investment manager formed as a limited liability company and SEC-registered in 2013. The firm operates as a capital allocator with a clear tilt toward fixed-income strategies; its filings show a concentration in investment-grade corporate bonds and a business model that includes managing pooled investment vehicles and selecting external advisers. OneAmerica Asset Management also provides security pricing or ratings services and runs educational seminars and publications, indicating an emphasis on credit research and thought leadership for its institutional clients. The firm is not an active ESG investor and does not report multistate advisory activity. Its fee arrangements include percentage-of-AUM, fixed fees, and other fee structures. Industry affiliations list a broker-dealer, other investment adviser relationships and an insurance company linkage, which aligns with a governance and distribution model geared toward institutional and insurance-balance-sheet needs.