Investment adviser · CRD 1844
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC.
Investment adviser filing (IA)
NEW YORK, NY, United States · Form ADV filed Mar 29, 2019
- Regulatory AUM
- $15.4B Form ADV · Item 5.F
- Client accounts
- 40 Accounts, not individual clients
- Employees
- 67 Reported in this filing
- Advisory professionals
- 29 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Investment companies | 36 | $11,534,516,252 | 74.7% |
| Insurance companies | 2 | $3,868,576,359 | 25.1% |
| Other clients | 2 | $36,023,838 | 0.2% |
Filing source
Form ADV 1278746 · Mar 29, 2019 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 29, 2019. View historical filings
Reported services
Investment company portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
40 WALL STREET, 10TH FLOORNEW YORK, NY, 10005-1343, United States
CRD 1844
Filing source
Form ADV 1278746 · Mar 29, 2019 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.