AMERITAS INVESTMENT PARTNERS, INC.

RIASEC RegisteredEst. 1998
Total AUM
$29B
Discretionary
$24.8B
85% of AUM
Avg account
$11.5M
Accounts
2,515
Employees
51
Advisory reps
11

Firm details

Headquarters
LINCOLN, Nebraska
CRD number
109381
Registered since
January 13, 1998
Website
www.ameritas.com
Custodians
J.P. MORGAN SECURITIES INC.
Fee structure
Percentage of AUM, Fixed Fees, Other
Client types
  • Insurance Companies86.2%
  • Investment Companies8.24%
  • HNWI1.73%
  • Corporations / Businesses1.5%
  • Individuals1.13%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Ameritas Investment Partners, Inc. is a corporate SEC-registered adviser that has been operating since 1998. The firm acts as a capital allocator for both individuals and families as well as institutional clients, managing portfolios across a mix of fee arrangements (percentage of AUM, fixed fees and other structures). Its advisory remit includes discretionary and non-discretionary portfolio management for individuals, businesses and investment companies, pension consulting, and the selection of third‑party advisers. The firm also engages in CPO/CTA activities and reports being an active ESG investor. Industry affiliations include broker-dealer relationships, registration as a municipal advisor and connections to insurance company activities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

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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: Investment Grade Corp Bonds 39%, Other 26%, Derivatives 24%, Exchange Traded Equities 2%, US Government Bonds 2%, Public Funds/Mutual Funds 2%, Cash & Cash Equivalents 2%, Non-Exchange Traded Equities 1%, Non-Investment Grade Corp Bonds 1%, Private Funds 1%39%
  • Investment Grade Corp Bonds39%
  • Other26%
  • Derivatives24%
  • Exchange Traded Equities2%
  • US Government Bonds2%

Owners & executives

3 of 3

  • MICHELE WU

    Senior Vice President and Chief Financial OfficerCRD 7579071

  • SUSAN WILKINSON

    President, Chief Operating OfficerCRD 6777344

  • MATTHEW KINSELLA

    Chief Compliance OfficerCRD 5217108

Contacts

3 of 8

  • CATHERINE ZEHR

    ManagerCRD 3076129

  • CHRISTA BALLENGER

    Wealth Management OperationsCRD 3239370

  • TINA UDELL

    Senior Vice PresidentCRD 3093422

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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 409

Active vs passive

$860M in ETFs

Passive

80%

$689M

Active

19%

$170M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$48.1M73,5925.59%
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Location

Primary office

LINCOLN, NE

LANCASTER

Location

LINCOLN, NE

Headquartered in LINCOLN, NE, anchoring the Lincoln-Beatrice, NE metro in the Midwest.

Metro area
Lincoln-Beatrice, NE
Region
Midwest
County
LANCASTER
Address
5945 R St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth