PRAXIS INVESTMENT MANAGEMENT, INC.

RIASEC RegisteredEst. 1990
Total AUM
$3.3B
Discretionary
$3.3B
100% of AUM
Avg account
$330M
Accounts
10
Employees
14
Advisory reps
11

Firm details

Headquarters
GOSHEN, Indiana
CRD number
105675
Registered since
April 2, 1990
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Praxis Investment Management, Inc. is an independent registered investment adviser formed in 1990 that serves institutional clients. The firm is organized as a corporation and is owned by a domestic entity and an individual. Praxis reports portfolio management for investment companies as a core advisory activity and charges fees based on a percentage of assets under management. It identifies as an active ESG investor and is not categorized as a capital allocator. Industry affiliations noted in filings include relationships with other advisers, banking or thrift institutions, trust companies, insurance companies, pension consulting roles, and sponsor/GP activity for pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 4
  • RODNEY DILLER

    Chief Distribution OfficerCRD 3237186

  • KENNETH HOCHSTETLER

    President, Chief Executive OfficerCRD 4039345

  • Benjamin Bontrager

    CFOCRD 8241479

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Contacts

3 of 7
  • Richard Lehman

    Assistant TreasurerCRD 8061503

  • Kristen Heisey

    Assistant Vice PresidentCRD 8061510

  • Aaron Shenk

    ControllerCRD 7883755

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

GOSHEN, IN

ELKHART

Location

GOSHEN, IN

Headquartered in GOSHEN, IN, anchoring the South Bend-Elkhart-Mishawaka, IN-MI metro in the Midwest.

Metro area
South Bend-Elkhart-Mishawaka, IN-MI
Region
Midwest
County
ELKHART
Address
1110 N Main St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth