ALLSPRING FUNDS MANAGEMENT, LLC
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 110841
- Registered since
- December 22, 2000
- Website
- www.allspringglobal.com
- Custodians
- WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, MORGAN STANLEY & CO. LLC, UBS FINANCIAL SERVICES INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Investment Companies95.93%
- HNWI1.6%
- Individuals0.89%
- Pooled Investment Vehicles0.77%
- Charitable Organizations0.49%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Allspring Funds Management, LLC is a SEC-registered investment adviser organized as an LLC (registered in 2000) that provides portfolio management across retail and institutional channels. The firm serves individual and family clients as well as institutional investors and runs portfolio management for investment companies, pooled investment vehicles and businesses. It also selects and oversees external managers. Fee arrangements include percentage-of-AUM fees and performance-based fees. Allspring is identified as an active ESG investor and is registered to perform CPO/CTA activities; it also maintains affiliations as a broker-dealer, other investment adviser, and as sponsor/GP/managing member of pooled vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities38%
- State & Local Bonds34%
- Public Funds/Mutual Funds15%
- US Government Bonds8%
- Investment Grade Corp Bonds4%
Owners & executives
3 of 4SALLIE SQUIRE
Chief Operating OfficerCRD 2932918
Jennifer Grunberg
Deputy Chief Compliance OfficerCRD 4273956
Annette Lege
Chief Financial OfficerCRD 2244646
Contacts
3 of 87PAUL ENGLE
Registered RepresentativeCRD 2967434
KRISTIN CARCIO
Head of Portfolio StrategyCRD 3254129
JOSEPH CROWLEY
Registered RepresentativeCRD 4915075
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Charlotte, NC
MECKLENBURG
Location
Charlotte, NC
Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- MECKLENBURG
- Address
- 1415 Vantage Park Dr
- Time zone
- ET (UTC-5)
- Office locations
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