T. Rowe Price Associates, Inc.

RIASEC RegisteredEst. 1947

Total AUM

$2.2T

Discretionary

$2.2T

100% of AUM

Avg account

$319M

Accounts

6,889

Employees

3,760

Advisory reps

223

Firm details

Headquarters: Baltimore, Maryland
CRD number: 105496
Registered since: March 29, 1947
Website: www.troweprice.com
Custodians: STATE STREET BANK AND TRUST COMPANY, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, THE BANK OF NEW YORK MELLON
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Investment Companies53.84%
Pooled Investment Vehicles36.31%
Pension & Profit Sharing Plans3.12%
State / Municipal Government2.45%
Insurance Companies1.39%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

T. Rowe Price Associates, Inc. is a long-established corporation registered with the SEC since 1947 that operates as a multifaceted fund manager and sponsor of pooled vehicles. The firm’s activity spans running private funds (including private equity and venture capital vehicles), offering pooled investment products, and providing portfolio management across client types. It serves both individual and family clients as well as institutional investors. Advisory services include portfolio management for individuals and small businesses, investment companies, pooled investment vehicles, and institutions, plus selection of other advisers. The firm also conducts commodity pool operator/commodity trading advisor (CPO/CTA) activities, acts as sponsor/GP/managing member of pooled vehicles, and is listed as an active ESG investor. Its fee arrangements combine assets-under-management charges with performance-based fees.