T.Rowe Price Investment Management, Inc.

RIASEC RegisteredEst. 2021

Total AUM

$204B

Discretionary

$204B

100% of AUM

Avg account

$2.8B

Accounts

72

Employees

112

Advisory reps

5

Firm details

Headquarters: Baltimore, Maryland
CRD number: 314590
Registered since: June 7, 2021
Website: www.troweprice.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, FIDELITY DISTRIBUTORS COMPANY LLC, STATE STREET BANK AND TRUST COMPANY, THE BANK OF NEW YORK MELLON
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Investment Companies84.49%
Pooled Investment Vehicles13.23%
Pension & Profit Sharing Plans1.48%
State / Municipal Government0.31%
Insurance Companies0.3%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

T. Rowe Price Investment Management, Inc. operates as an institutional registered investment adviser (SEC-registered in 2021) that provides portfolio management across a range of client types, including investment companies, pooled vehicles, businesses/institutions and individuals or small businesses. The firm charges both percentage-of-AUM and performance-based fees and is identified as an active ESG investor. It also carries CPO/CTA activity and maintains industry relationships that include broker-dealers, trust companies and roles as sponsor/GP/managing member of pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities96%
Cash & Cash Equivalents2%
Non-Exchange Traded Equities1%
Non-Investment Grade Corp Bonds1%

Owners & executives

2 of 2

Robert Sharps
Chief Executive Officer and PresidentCRD 7027404
Jennifer Dardis
Chief Financial OfficerCRD 4251907

Contacts

3 of 3

Savonne Ferguson
Account ExecutiveCRD 3109536
David Oestreicher
General CounselCRD 4594569
Stephon Jackson
Head of Investment ManagementCRD 2615979

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 1

Active vs passive

$33M in ETFs

Passive

100%

$33M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV)	BlackRock	Passive	Ultrashort Bond	$33M	327,902	100.00%

Primary office

Baltimore, MD

Baltimore City

Location

Baltimore, MD

Headquartered in Baltimore, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area: Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region: South
County: Baltimore City
Address: 1307 Point St
Time zone: ET (UTC-5)
Office locations

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