Assets Under Management
$28.0B
Number of Clients
4,361
Number of Advisors
191
Average Client AUM
$6.4M
AUM per Advisor
$146.8M
Compensation
Fee-Only (AUM)
Knights of Columbus Asset Advisors (KoCAA) offers portfolio management and investment advisory services to pooled investment vehicles (Mutual Funds, Private Funds) and separately managed accounts (individuals, pension plans, corporations). They also provide asset allocation services using proprietary models. KoCAA may provide investment advice on equity, debt, and alternative investments. Some funds are managed according to USCCB Guidelines.
One Columbus Plaza, New Haven, CT, 06510