THRIVENT FINANCIAL FOR LUTHERANS
Firm details
- Headquarters
- MINNEAPOLIS, Minnesota
- CRD number
- 115785
- Registered since
- November 13, 2001
- Website
- www.thrivent.com
- Custodians
- STATE STREET BANK AND TRUST COMPANY
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Other63.53%
- Investment Companies35.42%
- Pension & Profit Sharing Plans0.96%
- Pooled Investment Vehicles0.09%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Thrivent Financial For Lutherans is an institutional-focused financial organization that combines insurance, asset management and sponsor roles across pooled vehicles. The firm is structured as an individually owned entity and has been SEC-registered since 2001. Its advisory remit covers discretionary portfolio management for individuals, small businesses, investment companies, pooled vehicles and institutional clients. Thrivent operates as a CPO/CTA and maintains affiliations with broker-dealers, trust companies, banks or thrifts and insurance platforms, and it also acts as a sponsor or GP for pooled investment vehicles. Fee arrangements include percentage-of-AUM billing and performance-based fees. The firm does not identify as an active ESG investor and is not classified as a multi-state or newly formed adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Investment Grade Corp Bonds52%
- Other15%
- Private Funds13%
- US Government Bonds6%
- Non-Investment Grade Corp Bonds6%
Owners & executives
3 of 5TERESA RASMUSSEN
President, CEOCRD 2050364
PAUL JOHNSTON
Executive Vice President, Chief Legal OfficerCRD 2065882
EDWARD DRYDEN
Chief Compliance OfficerCRD 2033420
Contacts
3 of 12ERIC DRAUT
Board MemberCRD 6466987
NICHOLE PECHET
Board DirectorCRD 7059545
KENNETH CAROW
Board MemberCRD 6317339
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 672Active vs passive
$10.9B in ETFs
79%
$8.6B
14%
$2.3B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $628M | 963,214 | 5.78% |
Location
MINNEAPOLIS, MN
HENNEPIN
Location
MINNEAPOLIS, MN
Headquartered in MINNEAPOLIS, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- HENNEPIN
- Address
- 901 Marquette Ave
- Time zone
- CT (UTC-6)
- Office locations
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