Investment adviser · CRD 159030
USAA ASSET MANAGEMENT COMPANY
Investment adviser filing (IA)
SAN ANTONIO, TX, United States · Form ADV filed May 9, 2019
- Regulatory AUM
- $148B Form ADV · Item 5.F
- Client accounts
- 64 Accounts, not individual clients
- Employees
- 100 Reported in this filing
- Advisory professionals
- 71 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 | 53 | $74,671,624,851 | 50.4% |
| Insurance companies | 9 | $48,413,524,602 | 32.7% |
| Banks & thrifts | Fewer than 5 | $22,836,071,113 | 15.4% |
| Corporations & businesses | Fewer than 5 | $2,347,953,965 | 1.6% |
Filing source
Form ADV 1321345 · May 9, 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: May 9, 2019. View historical filings
Reported services
Investment company portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Performance-based
Principal office
9800 FREDERICKSBURG ROADSAN ANTONIO, TX, 78288-0227, United States
CRD 159030
Filing source
Form ADV 1321345 · May 9, 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.