U.S. BANCORP ASSET MANAGEMENT, INC.
Firm details
- Headquarters
- MINNEAPOLIS, Minnesota
- CRD number
- 111912
- Registered since
- April 13, 2001
- Custodians
- U.S. BANK, N.A., BNY
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Investment Companies45.08%
- State / Municipal Government23.91%
- Pooled Investment Vehicles20.16%
- Corporations / Businesses6.21%
- Other1.96%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
U.S. Bancorp Asset Management, Inc. is the asset management arm operating within the U.S. Bancorp ecosystem that focuses primarily on institutional portfolio management across a range of account types and pooled vehicles. The firm runs a large, diversified program with an explicit tilt toward fixed-income strategies; sovereign bonds are a notable concentration. It also identifies as an active ESG investor, integrating environmental, social and governance considerations into its investment and manager selection processes. The firm provides discretionary portfolio management for individuals, small businesses, investment companies and pooled investment vehicles, and it serves business and institutional clients. Its fee arrangements include percentage-of-AUM fees and performance-based components, which is consistent with running both traditional mandates and externally managed alternative allocations. U.S. Bancorp Asset Management combines in-house fixed-income capabilities with allocations to external managers for private markets and other specialized strategies.
Assets & Accounts
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
- Sovereign Bonds41%
- Investment Grade Corp Bonds18%
- Public Funds/Mutual Funds11%
- US Government Bonds8%
- Exchange Traded Equities6%
Owners & executives
3 of 4JAMES PALMER
Chief Investment OfficerCRD 1735987
Kenneth Schiebel
Chief Investment OfficerCRD 2143541
Leo Karwejna
Chief Compliance OfficerCRD 2782481
Contacts
3 of 3JILL STEVENSON
Head of OperationsCRD 1401275
LISA ISAACSON
Managing DirectorCRD 5848976
RICHARD ERTEL
General CounselCRD 2656477
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 800 Nicollet Mall
- Time zone
- CT (UTC-6)
- Office locations
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