T.ROWE PRICE INVESTMENT MANAGEMENT, INC.

RIASEC RegisteredEst. 2021

Total AUM

$204B

Discretionary

$204B

100% of AUM

Avg account

$2.8B

Accounts

Employees

112

Advisory reps

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

FINTRX

Overview

T. Rowe Price Investment Management, Inc. is a corporation serving primarily institutional clients with portfolio management across individuals/small businesses, pooled vehicles, investment companies, and institutions. The adviser is registered with the SEC and operates with a fee model that includes both percentage-of-AUM charges and performance-based fees. It reports activity as a commodity pool operator/commodity trading advisor (CPO/CTA) and lists affiliations that include broker-dealer, trust company, and roles as sponsor or GP of pooled investment vehicles. The firm identifies as an active ESG investor and does not describe itself as a capital allocator; it appears focused on running managed portfolios and pooled products rather than acting chiefly as an allocator to third-party managers.