Thrivent Financial For Lutherans
Firm details
- Headquarters
- Minneapolis, Minnesota
- CRD number
- 115785
- Registered since
- November 13, 2001
- Website
- www.thrivent.com
- Custodians
- STATE STREET BANK AND TRUST COMPANY
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Other63.53%
- Investment Companies35.42%
- Pension & Profit Sharing Plans0.96%
- Pooled Investment Vehicles0.09%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Thrivent Financial For Lutherans operates as an institutional registered investment adviser that primarily serves institutional clients and manages pooled vehicles alongside portfolios for businesses and individuals. The firm performs portfolio management across a range of account types and is registered with the SEC (registration dating to 2001). Its business activities include serving as a commodity pool operator/commodity trading advisor (CPO/CTA) and it maintains industry relationships that span broker-dealer, banking, trust company and insurance channels, as well as roles as sponsor or general partner of pooled investment vehicles. Fee arrangements include asset-based charges and performance-linked compensation. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Investment Grade Corp Bonds52%
- Other15%
- Private Funds13%
- US Government Bonds6%
- Non-Investment Grade Corp Bonds6%
Owners & executives
3 of 5
Teresa Rasmussen
President, CEOCRD 2050364
Paul Johnston
Executive Vice President, Chief Legal OfficerCRD 2065882
Edward Dryden
Chief Compliance OfficerCRD 2033420
Contacts
3 of 12
Eric Draut
Board MemberCRD 6466987
Nichole Pechet
Board DirectorCRD 7059545
Kenneth Carow
Board MemberCRD 6317339
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 713Active vs passive
$11.9B in ETFs
75%
$8.9B
15%
$3B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $734M | 980,103 | 6.18% |
Location
Minneapolis, MN
Hennepin
Location
Minneapolis, MN
Headquartered in Minneapolis, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Hennepin
- Address
- 901 Marquette Ave
- Time zone
- CT (UTC-6)
- Office locations
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