AON INVESTMENTS USA INC.

RIASEC RegisteredEst. 1982

Total AUM

$151B

Discretionary

$118B

78% of AUM

Avg account

$503M

Accounts

300

Employees

255

Advisory reps

Firm details

Headquarters: CHICAGO, Illinois
CRD number: 105596
Registered since: May 21, 1982
Website: www.aon.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, THE BANK OF NEW YORK MELLON
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Pension & Profit Sharing Plans74.62%
Pooled Investment Vehicles22.8%
Other1.71%
Charitable Organizations0.78%
State / Municipal Government0.08%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

AON Investments USA Inc. operates primarily as an institutional-focused investment adviser and fund provider, with roots in hedge fund and other pooled vehicle management. The firm provides portfolio management for investment companies, pooled investment vehicles, and institutional clients, and it also offers pension consulting, selection-of-adviser services and educational seminars. Its business mix includes CPO/CTA activity and relationships across broker-dealers, futures commission merchants and banking or insurance channels, reflecting a multi-product, multi-structure delivery model rather than a retail wealth practice. AON favors outsourced manager solutions and private fund allocations as central components of its investment program. It is not positioned as an ESG-driven allocator. Compensation arrangements combine asset-based fees with fixed and hourly components, consistent with advisory work for institutions and pension plans. The firm serves predominantly institutional clients and acts in sponsor or GP roles for pooled vehicles in addition to advisory responsibilities.