Victory Capital Management Inc.

RIASEC RegisteredEst. 1994

Total AUM

$283B

Discretionary

$279B

99% of AUM

Avg account

$69.6M

Accounts

4,061

Employees

699

Advisory reps

105

Firm details

Headquarters: San Antonio, Texas
CRD number: 106189
Registered since: May 10, 1994
Website: www.vcm.com
Custodians: THE BANK OF NEW YORK MELLON, STATE STREET BANK AND TRUST COMPANY, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Investment Companies70.66%
Pooled Investment Vehicles17.86%
Corporations / Businesses3.15%
Pension & Profit Sharing Plans2.18%
State / Municipal Government1.59%
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

Victory Capital Management Inc. is a corporate, multi-strategy asset manager that operates across hedge fund, private equity and pooled-vehicle businesses. The firm serves both individual/family and institutional clients and provides portfolio management for individuals, pooled vehicles, investment companies and businesses, as well as manager selection. Its fee arrangements include percentage-of-AUM, fixed fees and performance-based fees, and the firm is registered with the SEC since 1994. Victory Capital is identified as an active ESG investor and engages in CPO/CTA activities; it also has industry ties that include broker-dealer relationships and roles as sponsor or general partner of pooled vehicles.

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

Exchange Traded Equities96%
Cash & Cash Equivalents2%
US Government Bonds1%
Investment Grade Corp Bonds1%

Owners & executives

3 of 4

David Brown
Chairman and Chief Executive OfficerCRD 4104294
Michael Policarpo
CFOCRD 4316912
Nina Gupta
Chief Legal OfficerCRD 6401011

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Contacts

3 of 101

Daniel Ortega
Senior Fixed Income AnalystCRD 6171967
Curtis Tobler
Registered RepresentativeCRD 2649443
Jordan Boehne
Acquisitions AnalystCRD 7582964

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ETF holdings

1 of 137

Active vs passive

$9.2B in ETFs

Passive

69%

$6.4B

Active

21%

$2.8B

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VICTORYSHARES CORE INTERMEDIATE BOND ETF FORMERLY VICTORYSHARES USAA CORE INTERMEDIATE-TERM BOND ETF (UITB)	VictoryShares	Active	Intermediate Core Bond	$696M	14,850,508	7.54%