Robeco Institutional Asset Management US Inc

RIASEC RegisteredEst. 1997
Total AUM
$4.8B
Discretionary
$4.8B
100% of AUM
Avg account
$280M
Accounts
17
Employees
79
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
107367
Registered since
April 14, 1997
Custodians
BANK OF NEW YORK MELLLON, STATE STREET BANK AND TRUST COMPANY, BROWN BROTHERS HARRIMAN INVESTMENTS, LLC, J.P. MORGAN SECURITIES INC., THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pension & Profit Sharing Plans38.63%
  • Investment Companies29.73%
  • State / Municipal Government19.13%
  • Pooled Investment Vehicles12.5%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Robeco Institutional Asset Management US Inc. is an SEC‑registered institutional RIA that focuses on managing portfolios for investment companies, pooled investment vehicles and institutional clients. The firm, owned by a mix of foreign and individual interests, has been registered since 1997 and operates with a fee mix that includes percentage‑of‑AUM, fixed fees and performance‑based fees. Robeco US is identified as an active ESG investor and records CPO/CTA activity among its business lines. Its industry roles extend into broker‑dealer relationships, banking or trust company affiliations and sponsorship or management of pooled vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

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 95%, Investment Grade Corp Bonds 3%, Derivatives 1%, Cash & Cash Equivalents 1%95%
  • Exchange Traded Equities95%
  • Investment Grade Corp Bonds3%
  • Derivatives1%
  • Cash & Cash Equivalents1%

Owners & executives

2 of 2
  • Andrew Cunningham

    Andrew Cunningham

    Chief Compliance OfficerCRD 4790066

  • Jochem Gottmers

    Chief Operating OfficerCRD 8246629

Contacts

3 of 3
  • Ignacio Alcantara Vazquez

    Registered RepresentativeCRD 6463192

  • Juan Briones

    Head of Institutional SalesCRD 8067597

  • Ivo Frielink

    Head of Strategic Product & Business DevelopmentCRD 8176837

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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
90 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth