Knights of Columbus Asset Advisors LLC

RIASEC Registered

Total AUM

$30.5B

Discretionary

$30.5B

100% of AUM

Avg account

$3.8M

Accounts

8,074

Employees

249

Advisory reps

239

Firm details

Headquarters: New Haven, Connecticut
CRD number: 174129
Registered since: January 23, 2015
Website: www.kocaa.com
Custodians: THE BANK OF NEW YORK MELLON, CIBC WORLD MARKETS CORP.
Fee structure: Percentage of AUM
Client types: Insurance Companies90.23%
Investment Companies4.19%
Individuals3.13%
Pooled Investment Vehicles1.37%
Charitable Organizations0.55%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Knights of Columbus Asset Advisors LLC is an SEC-registered investment adviser (registered in 2015) organized as an LLC that serves both individual/family and institutional clients. The firm charges fees based on a percentage of assets under management and performs a broad set of advisory functions: discretionary portfolio management for individuals, pooled vehicles and institutions; pension consulting; selection of other advisers; and management for investment companies and businesses. The organization is classified in filings as a hedge fund and other fund provider and reports affiliations consistent with operating and sponsoring pooled vehicles (sponsor/GP/managing member) and with being a Commodity Pool Operator or Commodity Trading Advisor and an insurance company affiliate. The firm identifies itself as an active ESG investor.