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 an institutional registered investment adviser that has been SEC-registered since 1994 and operates as a corporation under individual ownership. The firm serves institutional clients and provides a mix of portfolio management for business and institutional accounts, pension consulting services, and publishes periodicals or newsletters. It is also registered as a municipal advisor, indicating an advisory role on municipal securities or related transactions. Fee arrangements include percentage-of-AUM billing alongside hourly and flat-fee engagements. The firm does not identify as an active ESG investor and is not presented as a multi-state or newly formed adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 2
Andrew Fisher
PresidentCRD 2594175
Justin Salamone
Vice PresidentCRD 5775960
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 10Active vs passive
$141M in ETFs
100%
$141M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $85M | 113,454 | 60.33% |
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
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