Knights Of Columbus Asset Advisors LLC

RIASEC RegisteredEst. 2015

Total AUM

$30.5B

Discretionary

$30.5B

100% of AUM

Avg account

$3.8M

Accounts

8,074

Employees

249

Advisory reps

232

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 LLC (since 2015) that operates as a fund manager and investment adviser to both individual/family and institutional clients. The firm is organized as a domestic entity with individual ownership characteristics and is classified in FINTRX as a hedge fund / other fund provider. Its fees are charged as a percentage of assets under management. The adviser provides a broad set of portfolio services: discretionary portfolio management for individuals, small businesses, investment companies, pooled vehicles, and institutional clients; pension consulting; and selection of third‑party managers. It also serves in sponsor and general partner capacities for pooled vehicles and maintains industry affiliations that include CPO/CTA and insurance company relationships. The firm identifies as an active ESG investor and shows a clear tilt toward fixed‑income strategies across its client work.