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

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 corporate investment adviser that has been SEC-registered since 1982. The firm manages portfolios for individuals and families as well as institutional clients, charging fees based on a percentage of assets under management. Its advisory remit covers separately managed accounts, investment companies, pooled vehicles and institutional mandates. Thornburg is identified as a real estate fund manager and is active on ESG considerations; it also carries business registrations and roles tied to commodity pool/operator activity. The firm’s activities extend beyond pure portfolio management: filings list affiliations as a broker-dealer, other investment adviser, sponsor or general partner of pooled vehicles, and CPO/CTA functions. That mix suggests Thornburg both manages client portfolios and sponsors or operates pooled investment vehicles where it can deploy proprietary strategies or third-party manager allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

State & Local Bonds56%
Exchange Traded Equities25%
US Government Bonds10%
Investment Grade Corp Bonds6%
Cash & Cash Equivalents3%

Owners & executives

3 of 4

Nimish Bhatt
Chief Financial OfficerCRD 2789977
Ronald Olexsak
Chief Compliance OfficerCRD 2858575
Amy Callow
Chief Administrative Officer, Managing DirectorCRD 7347720

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Contacts

3 of 48

Cole Kopacek
Associate DirectorCRD 5751571
Matthew Seiter
First Vice President - Wealth Management Wealth Advisor Director, Branch ManagerCRD 5189037
Jonathan Jurus
Managing DirectorCRD 4029300