T.Rowe Price Investment Management, Inc.
Firm details
- Headquarters
- Baltimore, Maryland
- CRD number
- 314590
- Registered since
- June 7, 2021
- Website
- www.troweprice.com
- Custodians
- THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, FIDELITY DISTRIBUTORS COMPANY LLC, STATE STREET BANK AND TRUST COMPANY, THE BANK OF NEW YORK MELLON
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Investment Companies84.49%
- Pooled Investment Vehicles13.23%
- Pension & Profit Sharing Plans1.48%
- State / Municipal Government0.31%
- Insurance Companies0.3%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
T.Rowe Price Investment Management, Inc. is a corporate SEC-registered adviser (registered in 2021) that serves institutional clients and conducts portfolio management across a range of vehicle types, including pooled investment vehicles and investment companies. The firm reports both percentage-of-AUM and performance-based fee arrangements and lists CPO/CTA activity among its business functions, which suggests exposure to managed futures or commodity-pool operations alongside traditional equity management. It identifies as an active ESG investor and maintains affiliations consistent with broker-dealer, trust, and pooled-vehicle sponsor roles.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities96%
- Cash & Cash Equivalents2%
- Non-Exchange Traded Equities1%
- Non-Investment Grade Corp Bonds1%
Owners & executives
2 of 2
Robert Sharps
Chief Executive Officer and PresidentCRD 7027404
Jennifer Dardis
Chief Financial OfficerCRD 4251907
Contacts
3 of 3Savonne Ferguson
Account ExecutiveCRD 3109536
David Oestreicher
General CounselCRD 4594569
Stephon Jackson
Head of Investment ManagementCRD 2615979
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$15.1M in ETFs
100%
$15.1M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV) | BlackRock | Passive | Ultrashort Bond | $15.1M | 150,158 | 100.00% |
Location
Baltimore, MD
Baltimore City
Location
Baltimore, MD
Headquartered in Baltimore, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Baltimore City
- Address
- 1307 Point St
- Time zone
- ET (UTC-5)
- Office locations
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