AMERICAN CENTURY INVESTMENT MANAGEMENT INC

RIASEC RegisteredEst. 1971
Total AUM
$306B
Discretionary
$306B
100% of AUM
Avg account
$426M
Accounts
719
Employees
220
Advisory reps
5

Firm details

Headquarters
KANSAS CITY, Missouri
CRD number
105778
Registered since
December 14, 1971
Custodians
STATE STREET BANK AND TRUST COMPANY, NORRHERN TRUST, HSBC, THE BANK OF NEW YORK MELLON
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Investment Companies84.02%
  • Pension & Profit Sharing Plans6.76%
  • Pooled Investment Vehicles6.15%
  • Sovereign Wealth Funds2.16%
  • Charitable Organizations0.36%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

American Century Investment Management Inc is an institutional-focused asset manager with a large equity bias and active ESG engagement. The firm runs portfolio management across investment companies, pooled vehicles and institutional accounts, and it also operates as a sponsor/GP for pooled vehicles. Its advisory platform supports both active and passive exposures, with fee arrangements that include percentage-of-AUM, fixed fees and performance-based fees. On the alternatives side the firm allocates to venture capital, private placements, real estate and private credit alongside traditional mutual fund and ETF strategies. The firm’s activity includes commodity pool or CTA-related business lines, and it maintains relationships with broker-dealers and other industry counterparties to support distribution and product sponsorship. Given its mix of portfolio management responsibilities for investment companies and pooled vehicles, American Century combines long-only equity work with private market commitments and liquidity management across its institutional client base.

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

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 89%, Public Funds/Mutual Funds 3%, Private Funds 3%, US Government Bonds 2%, Investment Grade Corp Bonds 2%, Cash & Cash Equivalents 1%89%
  • Exchange Traded Equities89%
  • Public Funds/Mutual Funds3%
  • Private Funds3%
  • US Government Bonds2%
  • Investment Grade Corp Bonds2%

Owners & executives

2 of 2
  • VICTOR ZHANG

    SVP, Chief Investment OfficerCRD 4871955

  • PATRICK BANNIGAN

    Executive Vice President & Chief Financial OfficerCRD 1972871

Contacts

3 of 3
  • CLEO CHANG

    Senior Vice PresidentCRD 6475312

  • AMY SHELTON

    DirectorCRD 2556023

  • John Pak

    Senior Vice President, General CounselCRD 3226458

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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Location

Primary office

KANSAS CITY, MO

JACKSON

Location

KANSAS CITY, MO

Headquartered in KANSAS CITY, MO, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.

Metro area
Kansas City-Overland Park-Kansas City, MO-KS
Region
Midwest
County
JACKSON
Address
4500 Main St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth