HOISINGTON INVESTMENT MANAGEMENT CO

RIASEC RegisteredEst. 1980

Total AUM

$1.8B

Discretionary

$1.8B

100% of AUM

Avg account

$128M

Accounts

Employees

Advisory reps

Firm details

Headquarters: AUSTIN, Texas
CRD number: 107710
Registered since: October 30, 1980
Website: hoisington.com
Custodians: THE BANK OF NEW YORK MELLON, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, J.P. MORGAN SECURITIES INC.
Fee structure: Percentage of AUM
Client types: State / Municipal Government71.54%
Pension & Profit Sharing Plans17.91%
Investment Companies7.21%
Insurance Companies1.58%
Pooled Investment Vehicles0.78%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Hoisington Investment Management Co. is a corporation focused on institutional portfolio management with a long-established SEC presence (registered in 1980). The firm operates on a percentage-of-AUM fee model and concentrates its advisory activity on portfolio management for investment companies, pooled investment vehicles and businesses or institutional clients. The investment posture is clearly fixed‑income oriented: regulatory filings show a heavy allocation to U.S. government bonds and a preference for cash‑flow and credit-safe instruments rather than broad equity exposure. Hoisington is not listed as an active ESG investor and is presented as a single-state adviser for the purposes of its filings.