Allianz Investment Management LLC

RIASEC RegisteredEst. 2001
Total AUM
$19.1B
Discretionary
$19.1B
100% of AUM
Avg account
$230M
Accounts
83
Employees
50
Advisory reps
7

Firm details

Headquarters
Minneapolis, Minnesota
CRD number
111925
Registered since
April 20, 2001
Fee structure
Percentage of AUM
Client types
  • Investment Companies95.13%
  • Pooled Investment Vehicles4.87%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Allianz Investment Management LLC is an institutional registered investment adviser that acts primarily for institutional clients and pooled investment vehicles. The firm is set up as an LLC and has been SEC-registered since 2001. Its stated business activities include operating as a commodity pool operator/commodity trading advisor (CPO/CTA) and providing portfolio management for investment companies and other pooled vehicles. Compensation is based on a percentage of assets under management. The firm does not identify itself as an active ESG investor and does not present as a multi-state or newly formed adviser. Allianz Investment Management maintains a range of industry relationships: it is connected with broker-dealers, other investment advisers, insurance companies, pension consulting groups, and participates as a sponsor or general partner/manager of pooled investment vehicles and limited partnerships. The firm does not report functioning as a capital allocator to third-party managers, but it does engage third-party alternative managers (see Investments & Alternatives).

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Jean-Roch Sibille

    Jean-Roch Sibille

    Chief Executive OfficerCRD 7712420

  • Molly Mai

    Molly Mai

    Chief Financial OfficerCRD 7760564

Contacts

3 of 5
  • Brian Muench

    Brian Muench

    PresidentCRD 2705076

  • Corey Walther

    Corey Walther

    PresidentCRD 2398952

  • Charles Champagne

    Charles Champagne

    DirectorCRD 6607828

Unlock 2 more contacts →

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 29

Active vs passive

$160M in ETFs

Passive

0%

$0

Active

57%

$160M

ETFProviderStyleCategoryValueShares% of portfolio
ALLIANZIM US LARGE CAP 6 MONTH BUFFER10 MAR/SEP ETF (SIXP)ActiveOptions Trading$13.8M419,1978.66%

Location

Primary office

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
5701 Golden Hills Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth