VICTORY CAPITAL MANAGEMENT INC.

RIASEC RegisteredEst. 1994

Total AUM

$283B

Discretionary

$279B

99% of AUM

Avg account

$69.6M

Accounts

4,061

Employees

699

Advisory reps

105

Firm details

Headquarters: SAN ANTONIO, Texas
CRD number: 106189
Registered since: May 10, 1994
Website: www.vcm.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, STATE STREET BANK AND TRUST COMPANY, THE BANK OF NEW YORK MELLON
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Investment Companies70.66%
Pooled Investment Vehicles17.86%
Corporations / Businesses3.15%
Pension & Profit Sharing Plans2.18%
State / Municipal Government1.59%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Victory Capital Management Inc. is a corporate investment manager with SEC registration dating to 1994. The firm operates across several manager types: it runs private equity and hedge fund strategies and functions as a multifaceted fund manager rather than a pure capital allocator. Its clients include both individuals and families as well as institutional investors, and its advisory scope covers portfolio management for individuals, pooled vehicles and institutions plus selection of other advisers. Victory Capital charges a mix of percentage-of-AUM, fixed and performance-based fees and carries CPO/CTA designations for some activities. The firm identifies as an active ESG investor and maintains industry connections that include broker-dealer relationships, sponsorship and general-partner roles in pooled vehicles, and links to law-firm and other-adviser entities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Exchange Traded Equities85%
Investment Grade Corp Bonds8%
Cash & Cash Equivalents3%
Other2%
US Government Bonds1%

Owners & executives

3 of 4

DAVID BROWN
Chairman and Chief Executive OfficerCRD 4104294
MICHAEL POLICARPO
CFOCRD 4316912
NINA GUPTA
Chief Legal OfficerCRD 6401011

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Contacts

3 of 101

Daniel Ortega
Senior Fixed Income AnalystCRD 6171967
CURTIS TOBLER
Registered RepresentativeCRD 2649443
Jordan Boehne
Acquisitions AnalystCRD 7582964

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ETF holdings

1 of 114

Active vs passive

$8.5B in ETFs

Passive

70%

$5.9B

Active

22%

$2.6B

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VICTORYSHARES CORE INTERMEDIATE BOND ETF FORMERLY VICTORYSHARES USAA CORE INTERMEDIATE-TERM BOND ETF (UITB)	VictoryShares	Active	Intermediate Core Bond	$698M	14,850,508	8.21%