Victory Capital Management Inc.

RIASEC Registered

Total AUM

$283B

Discretionary

$279B

99% of AUM

Avg account

$69.6M

Accounts

4,061

Employees

699

Advisory reps

108

Firm details

Headquarters: San Antonio, Texas
CRD number: 106189
Registered since: May 10, 1994
Website: www.vcm.com
Custodians: THE BANK OF NEW YORK MELLON, STATE STREET BANK AND TRUST COMPANY, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
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 diversified investment manager that operates across multiple strategies, including hedge funds and private equity, and also serves as an allocator and manager of pooled vehicles. The firm is SEC-registered (registered in 1994) and works with both individual/family clients and institutional investors. Its business mix includes portfolio management for individuals, small businesses, investment companies, pooled investment vehicles and institutions, selection of other advisers, and it also performs CPO/CTA activities. Fee arrangements range from asset-based and fixed fees to performance-based compensation. The firm identifies as an active ESG investor and maintains affiliations spanning broker-dealers, other investment advisers, law firms, and sponsor/GP roles for pooled vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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 Equities96%
Cash & Cash Equivalents2%
US Government Bonds1%
Investment Grade Corp Bonds1%

ETF holdings

1 of 200

Active vs passive

$9.4B in ETFs

Passive

69%

$6.5B

Active

21%

$2.9B

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	$663M	14,850,508	7.09%