Jennison Associates

RIASEC RegisteredEst. 1969
Total AUM
$215B
Discretionary
$215B
100% of AUM
Avg account
$35.3M
Accounts
6,083
Employees
360
Advisory reps
6

Firm details

Headquarters
New York, New York
CRD number
107959
Registered since
April 16, 1969
Website
www.jennison.com
Custodians
THE BANK OF NEW YORK MELLON, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, STATE STREET BANK AND TRUST COMPANY
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Investment Companies51.58%
  • Pooled Investment Vehicles19.81%
  • Pension & Profit Sharing Plans16.74%
  • State / Municipal Government4.99%
  • Sovereign Wealth Funds2.88%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Jennison Associates is a privately organized LLC that has been SEC-registered since 1969. The firm operates as a hedge fund and other fund provider and conducts commodity pool/CTA activity. Its client base spans individual and family investors as well as institutional clients. Jennison provides portfolio management across individual accounts, investment companies, pooled vehicles and institutional accounts, and it charges a mix of percentage-of-AUM and performance-based fees. The firm identifies as an active ESG investor and maintains affiliates and relationships across broker-dealer, trust, insurance and sponsor/sponsor-manager roles for pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 53%, Investment Grade Corp Bonds 26%, US Government Bonds 17%, Other 2%, Non-Exchange Traded Equities 1%, Private Funds 1%, Cash & Cash Equivalents 1%53%
  • Exchange Traded Equities53%
  • Investment Grade Corp Bonds26%
  • US Government Bonds17%
  • Other2%
  • Non-Exchange Traded Equities1%

Owners & executives

3 of 4
  • Jurgen Muhlhauser

    Jurgen Muhlhauser

    Chief Financial OfficerCRD 1733704

  • Kenneth Moore

    Kenneth Moore

    Chief Operating OfficerCRD 4604664

  • Janice Vrdoljak

    Janice Vrdoljak

    Chief Financial Officer & Managing DirectorCRD 6848555

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Contacts

2 of 2

  • Mirry Hwang

    Managing DirectorCRD 4711849

  • Blair Boyer

    Managing DirectorCRD 1241868

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 18

Active vs passive

$76.7M in ETFs

Passive

100%

$76.7M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES MSCI ACWI EX US ETF (ACWX)BlackRockPassiveForeign Large Blend$22.5M296,08529.40%
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Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
55 E 52nd St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth