ALLSTATE INVESTMENT MANAGEMENT COMPANY

RIASEC RegisteredEst. 1987
Total AUM
$26.5B
Discretionary
$26.5B
100% of AUM
Avg account
$540M
Accounts
49
Employees
149
Advisory reps
9

Firm details

Headquarters
CHICAGO, Illinois
CRD number
107775
Registered since
September 11, 1987
Custodians
THE BANK OF NEW YORK MELLON
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles41.87%
  • Corporations / Businesses33.29%
  • Pension & Profit Sharing Plans15.8%
  • Insurance Companies8.47%
  • Charitable Organizations0.56%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Allstate Investment Management Company operates as an institutional-focused investment manager with a clear tilt toward fixed-income. The firm manages pooled vehicles and separate account mandates for businesses and institutions, and it also selects third-party advisers for some mandates. Fee arrangements include both a percentage of assets under management and performance-based components, reflecting a mix of traditional asset management and incentive-aligned strategies. The firm’s portfolio construction centers on securitized and credit-oriented strategies, with a pronounced use of U.S. government and investment-grade corporate debt. That fixed-income bias is reflected across both its direct holdings and the private funds it sponsors. Allstate Investment Management Company is not an active ESG investor and does not operate as a multi-state adviser; it also serves as an insurance-company affiliate and acts as sponsor or managing member for pooled vehicles it advises.

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

Asset composition

Asset composition: US Government Bonds 42%, Investment Grade Corp Bonds 28%, Non-Exchange Traded Equities 9%, Private Funds 6%, Exchange Traded Equities 5%, Non-Investment Grade Corp Bonds 3%, Cash & Cash Equivalents 3%, State & Local Bonds 2%, Other 1%42%
  • US Government Bonds42%
  • Investment Grade Corp Bonds28%
  • Non-Exchange Traded Equities9%
  • Private Funds6%
  • Exchange Traded Equities5%

Owners & executives

2 of 2
  • JAMES ST. JOHN

    Chief Compliance OfficerCRD 6271516

  • HIREN PARIKH

    Chief Risk OfficerCRD 7188432

Contacts

3 of 7
  • PHILIP BRIDES

    Senior Managing DirectorCRD 6376866

  • PETER KEEHN

    Senior Managing DirectorCRD 7223184

  • JANELLE WOODWARD

    Senior Managing DirectorCRD 6388371

Unlock 4 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 27

Active vs passive

$1.8B in ETFs

Passive

100%

$1.8B

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF (IGSB)BlackRockPassiveShort Term Bond$383M7,695,68521.77%

Location

Primary office

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
444 W Lake St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth