THORNBURG INVESTMENT MANAGEMENT INC

RIASEC RegisteredEst. 1982
Total AUM
$54.5B
Discretionary
$54.5B
100% of AUM
Avg account
$85.8M
Accounts
635
Employees
219
Advisory reps
45

Firm details

Headquarters
SANTA FE, New Mexico
CRD number
106357
Registered since
October 15, 1982
Website
www.thornburg.com
Custodians
RBC CAPITAL MARKETS, LLC, SUMITOMO MITSUI TRUST BANK, PERSHING LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • Investment Companies90.96%
  • Pooled Investment Vehicles4.59%
  • Individuals1.59%
  • Other1.44%
  • HNWI0.71%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Thornburg Investment Management Inc is a corporation that has been SEC-registered since 1982 and serves both individual/family and institutional clients. The firm bills on a percentage-of-AUM basis and provides portfolio management across a range of client types, including individuals and small businesses, investment companies, pooled vehicles and institutional clients. Thornburg identifies as an active ESG investor and engages in activities beyond traditional advisory work — it operates as a CPO/CTA and is affiliated with broker-dealer and sponsor/GP roles for pooled vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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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

Asset composition

Asset composition: State & Local Bonds 56%, Exchange Traded Equities 25%, US Government Bonds 10%, Investment Grade Corp Bonds 6%, Cash & Cash Equivalents 3%, Non-Investment Grade Corp Bonds 1%56%
  • State & Local Bonds56%
  • Exchange Traded Equities25%
  • US Government Bonds10%
  • Investment Grade Corp Bonds6%
  • Cash & Cash Equivalents3%

Owners & executives

3 of 4

  • RONALD OLEXSAK

    Chief Compliance OfficerCRD 2858575

  • NIMISH BHATT

    Chief Financial OfficerCRD 2789977

  • MARK ZINKULA

    Chief Executive OfficerCRD 4353387

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Contacts

3 of 41

  • Brian Perkes

    Senior Investment ConsultantCRD 2847414

  • BLAIR NAYLOR

    MemberCRD 1886436

  • CADEN HOLLOWAY

    Advisor Solutions ConsultantCRD 8079349

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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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ETF holdings

1 of 4

Active vs passive

$47.6M in ETFs

Passive

100%

$47.6M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES MSCI ACWI EX US ETF (ACWX)BlackRockPassiveForeign Large Blend$18M263,16937.83%
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Location

Primary office

SANTA FE, NM

SANTA FE

Location

SANTA FE, NM

Headquartered in SANTA FE, NM, anchoring the Albuquerque-Santa Fe-Las Vegas, NM metro in the West.

Metro area
Albuquerque-Santa Fe-Las Vegas, NM
Region
West
County
SANTA FE
Address
2300 N Ridgetop Rd
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth