Nisa Investment Advisors, LLC

RIASEC Registered

Total AUM

$344B

Discretionary

$337B

98% of AUM

Avg account

$782M

Accounts

440

Employees

417

Advisory reps

Firm details

Headquarters: Saint Louis, Missouri
CRD number: 107313
Registered since: November 17, 1993
Website: www.nisa.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, THE BANK OF NEW YORK MELLON, STATE STREET BANK AND TRUST COMPANY, J.P. MORGAN SECURITIES INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types: Pension & Profit Sharing Plans51.57%
State / Municipal Government31.29%
Other8.68%
Pooled Investment Vehicles3.35%
Charitable Organizations2.95%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Nisa Investment Advisors, LLC is a limited liability company that operates as a hedge-fund–classified investment adviser. The firm is SEC-registered (registration year 1993) and registers business activities that include acting as a CPO/CTA. Its advisory services cover portfolio management for individuals and small businesses, pooled investment vehicles, and institutional or corporate clients. Client types span individual and family relationships as well as institutional mandates. Fee arrangements are a mix of percentage-of-AUM, fixed fees, performance-based fees and other structures. The firm identifies itself as an active ESG investor.