Assets Under Management
$29.2B
Number of Clients
16
Number of Advisors
N/A
Average Client AUM
$1.8B
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)
40|86 Advisors provides portfolio management services primarily to affiliated insurance companies and serves as sub-adviser to CreekSource LLC for CLOs. They invest in fixed income securities. CreekSource serves as collateral manager to CLO issuers. The Advisers manage approximately $29 billion in client assets.
11299 Illinois Street, Suite 200, Carmel, IN, 46032