COMMONWEALTH INVESTMENT MANAGEMENT
Firm details
- Headquarters
- PITTSBURGH, Pennsylvania
- CRD number
- 106292
- Registered since
- July 28, 1994
- Custodians
- PNC INVESTMENTS LLC, THE BANK OF NEW YORK MELLON
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- State / Municipal Government60.42%
- Pension & Profit Sharing Plans28.15%
- Insurance Companies8.91%
- Other Investment Advisers2.51%
- Services
- Portfolio Management for Institutional ClientsPension ConsultingPublication of Periodicals
Firm profile
FINTRXOverview
Commonwealth Investment Management is a privately owned corporation that has been SEC-registered since 1994 and focuses on institutional clients. Its fee arrangements include percentage-of-AUM schedules as well as hourly and fixed fees. The firm is registered as a municipal advisor and lists advisory services that center on portfolio management for businesses and institutions, pension consulting, and the publication of periodic investment newsletters. The firm is not identified as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds38%
- Exchange Traded Equities35%
- Investment Grade Corp Bonds21%
- State & Local Bonds4%
- Sovereign Bonds1%
Owners & executives
1 of 1ANTOINE SMALLS
SVP, Chief Compliance OfficerCRD 4519800
Contacts
2 of 2JUSTIN SALAMONE
Vice PresidentCRD 5775960
ANDREW FISHER
PresidentCRD 2594175
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 10Active vs passive
$135M in ETFs
100%
$135M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $81.4M | 124,650 | 60.25% |
Location
PITTSBURGH, PA
ALLEGHENY
Location
PITTSBURGH, PA
Headquartered in PITTSBURGH, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.
- Metro area
- Pittsburgh-New Castle-Weirton, PA-OH-WV
- Region
- Northeast
- County
- ALLEGHENY
- Address
- Koppers 7 Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
HENRY H. ARMSTRONG ASSOCIATES, INC.
RIAPITTSBURGH, PA
THE COURY FIRM
RIAPITTSBURGH, PA
TREBUCHET CONSULTING, LLC
RIAPITTSBURGH, PA
D.B. ROOT & COMPANY, LLC
RIAPITTSBURGH, PA
EWA, LLC
RIAPITTSBURGH, PA
INTERCHANGE CAPITAL PARTNERS
RIAPITTSBURGH, PA