SCOUT INVESTMENTS, INC.

RIASEC RegisteredEst. 2001

Total AUM

$36.6B

Discretionary

$36.5B

100% of AUM

Avg account

$111M

Accounts

328

Employees

Advisory reps

Firm details

Headquarters: KANSAS CITY, Missouri
CRD number: 111787
Registered since: April 11, 2001
Website: scoutinv.com
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Other Investment Advisers29.74%
Investment Companies21.55%
Pension & Profit Sharing Plans21.43%
Pooled Investment Vehicles12.92%
Charitable Organizations10.79%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Scout Investments, Inc. is a corporation that has operated as an SEC-registered adviser since 2001 and is classified in the data as a hedge fund. It serves both individual/family and institutional clients and provides portfolio management across individual/small business accounts, pooled vehicles, investment companies, and institutional mandates. The firm engages in CPO/CTA activities and charges a mix of percentage-of-AUM, fixed, and performance-based fees. Scout is not identified as an active ESG investor and the profile indicates it is not registered as a multi-state adviser. The firm’s industry affiliations extend beyond investment management: filings list relationships with broker-dealers, other investment advisers, bank or thrift institutions, trust companies, insurance companies, registered municipal advisor capacity, and roles as sponsor or general partner of pooled investment vehicles. Those affiliations suggest Scout operates with both proprietary product structures and third-party distribution/servicing relationships.