CE Investment Management, LLC

RIASEC RegisteredEst. 2019

Total AUM

$5.9B

Discretionary

$5.9B

100% of AUM

Avg account

$985M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Oklahoma City, Oklahoma
CRD number: 299786
Registered since: June 18, 2019
Custodians: U.S. BANK, N.A., UMB FINANCIAL SERVICES
Fee structure: Percentage of AUM
Client types: Insurance Companies96.2%
Corporations / Businesses2.18%
Charitable Organizations1.61%
Services: Portfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

CE Investment Management, LLC is an institutional registered investment adviser formed in 2019 that operates as a capital allocator and manages portfolios for businesses and other institutions. The firm charges fees as a percentage of assets under management and carries an investment-advisory mandate that includes selecting third-party managers on behalf of its clients. CE Investment Management identifies as an active ESG investor and lists fixed-income as a clear preference within its strategy mix. Its regulatory filings also indicate relationships and activities that span broker-dealer, banking, trust, insurance, pension consulting and sponsor/GP roles, suggesting the firm both allocates capital to outside managers and can serve as sponsor or managing member of pooled vehicles. Ownership is recorded as a combination of a domestic entity and an individual.