Robeco Institutional Asset Management Us Inc is a large advisory firm based in New York. It manages $3.39 billion of regulatory assets for 24 client accounts. It has been registered with the SEC as an adviser since 2001.
Robeco Institutional Asset Management Us provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and factor indexes. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Robeco Institutional Asset Management Us Inc is $3.39 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 567% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Robeco Institutional Asset Management Us Inc for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to pooled investment vehicles, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Mario Sergio Lotufo is pension and profit sharing plans with 10 clients and $1.84 billion of assets under management. Among the 11 most similar advisory firms, Robeco Institutional Asset Management Us has the highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $3.39 billion for 23 clients. None of the firm’s clients are foreign persons or businesses.
Robeco Institutional Asset Management Us also advises several private funds. Namely, eight private equity funds. The minimum investment commitment required of non-related persons ranges from $0 to $5,000,000.
The company employs 69 people that are either part- or full-time employees. 80 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Mario Sergio Lotufo has been acting as President since 1 Dec 2000. Karin Nmn Van Baardwijk joined the executive team most recently as the Board Member, Treasurer.
The principal office where Robeco Institutional Asset Management Us Inc performs its advisory services is located at 230 Park Avenue, New York, NY 10169, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 646-690-9400. The normal business hours are 8:30 a.m. - 5:30 p.m. on Monday - Friday.