NOMURA INVESTMENT MANAGEMENT BUSINESS TRUST
Firm details
- Headquarters
- PHILADELPHIA, Pennsylvania
- CRD number
- 105390
- Registered since
- May 31, 1988
- Website
- www.macquarie.com
- Custodians
- THE BANK OF NEW YORK MELLON, STATE STREET BANK AND TRUST COMPANY, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Investment Companies67.17%
- Insurance Companies21.31%
- Pooled Investment Vehicles3.05%
- Corporations / Businesses2.85%
- State / Municipal Government2.75%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Nomura Investment Management Business Trust is an investment manager that combines pooled hedge-fund activity with bespoke portfolio management for both wealthy individuals/families and institutional clients. The firm is active across multiple advisory roles — running separate accounts, managing pooled vehicles and investment companies, and selecting third‑party advisers — and it also serves as sponsor or manager of pooled investment vehicles. Its fee arrangements include percentage-of-AUM, fixed fees and performance-based fees, reflecting a mix of traditional advisory mandates and performance-sensitive hedge‑style programs. Investment priorities span liquid public markets and a range of alternatives. The firm identifies as an active ESG investor, which is incorporated into its manager selection and portfolio construction processes. In practice that means integrating ESG considerations across strategies where applicable while still running hedge-oriented allocations and sponsoring alternative funds that pursue opportunistic and sector-driven returns.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other50%
- Exchange Traded Equities42%
- State & Local Bonds6%
- US Government Bonds2%
Owners & executives
3 of 4MARTIN WOLIN
Chief Compliance OfficerCRD 4331075
MICHAEL CAPUZZI
Chief Operating OfficerCRD 1124735
EUGENE CHIULLI
Chief Financial OfficerCRD 2976702
Contacts
3 of 57Lindsey Bulger
SVPCRD 5364298
Matthew Tomasino
Vice PresidentCRD 6336047
PETER DRISCOLL
Regional DirectorCRD 3051607
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PHILADELPHIA, PA
PHILADELPHIA
Location
PHILADELPHIA, PA
Headquartered in PHILADELPHIA, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- PHILADELPHIA
- Address
- 610 Market St
- Time zone
- ET (UTC-5)
- Office locations
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