AMERICAN CENTURY INVESTMENT MANAGEMENT INC
Adviser information for AMERICAN CENTURY INVESTMENT MANAGEMENT INC last updated from Form ADV on March 21st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 225 |
|---|---|
| Investment Advisory/Research | 217 |
| Registered Broker-Dealer Representatives | 13 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 7 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 646 | $228.8B |
| Non-Discretionary | 1 | $755.8M |
| Total | 647 | $229.6B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 185 | $189.7B |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 92 | $15.5B |
| Pension and profit sharing plans | 52 | $14.6B |
| Charitable organizations | 9 | $1.2B |
| State or municipal gov entities | <5 | $551.9M |
| Other investment advisers | 0 | $0 |
| Insurance companies | <5 | $545.7M |
| Sovereign wealth funds and foreign official institutions | 8 | $7.1B |
| Corporations or other businesses | 0 | $0 |
| Other | 295 | $304.3M |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 40 |
| No. of Non-U.S. Clients | 11 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for investment companiesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMFixed feesPerformance-based fees |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 1.8B |
| Both for Same | 0 |
| Portfolio Manager to Program | Sponsor |
|---|---|
| AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP | AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC. |
Principal Office
4500 MAIN STREETKANSAS CITY
MO
United States
Monday - Friday, 8:00 A.M. TO 5:00 P.M. M-F
Tel: 816-531-5575, Fax: 816-340-4964
Websites
youtube.com/americancentury
www.facebook.com/kslearningquest529/
www.linkedin.com/showcase/kansas-learning-quest-529
www.linkedin.com/company/avantisinvestors
twitter.com/avantisinvestor
corporate.americancentury.com/content/corporate/en/insights/podcasts.html
www.instagram.com/kslearningquest529
www.linkedin.com/showcase/american-century-investments-institutional/
www.pinterest.com/kslearningquest529/
www.americancentury.com
www.facebook.com/americancentury
www.instagram.com/americancentury/
www.linkedin.com/company/american-century-investments
twitter.com/americancentury
Chief Compliance Officer
AMY SHELTON
CHIEF COMPLIANCE OFFICER
4500 MAIN STREET
9TH FLOOR
KANSAS CITY
MO
United States
Tel:
816-340-7105
Fax:
816-340-4964
A**********@******************M
(Full email address available in API data)
Regulatory Contact
RYAN BLAINE
VP & ASSOCIATE GENERAL COUNSEL
4500 MAIN STREET
9TH FLOOR
KANSAS CITY
MO
United States
Tel:
816-340-4414
Fax:
816-340-4964
R**********@******************M
(Full email address available in API data)
Industry Affiliates
| AMERICAN CENTURY INVESTMENT MANAGEMENT (ASIA PACIFIC) LIMITED | Other investment adviser, including financial planners |
| AMERICAN CENTURY INVESTMENT MANAGEMENT (AU) PTY LIMITED | Other investment adviser, including financial planners |
| AMERICAN CENTURY INVESTMENT MANAGEMENT (UK) LIMITED | Other investment adviser, including financial planners |
| AMERICAN CENTURY INVESTMENT SERVICES INC. | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| AMERICAN CENTURY INVESTMENTS (EU) GMBH | Other investment adviser, including financial planners |
| AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC. | Other investment adviser, including financial planners |
| AMERICAN CENTURY PRIVATE INVESTMENTS GP I, LLC | Sponsor, GP, manager of pooled investment vehicles |
| AMERICAN CENTURY PRIVATE INVESTMENTS GP II, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| AMERICAN CENTURY VENTURE FUND I-B, LP | Venture Capital Fund | $14.8M | $0.0M | 55 |
| AMERICAN CENTURY VENTURE FUND I, LP | Venture Capital Fund | $92.3M | $0.0M | 101 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| AMERICAN CENTURY COMPANIES, INC. | Domestic Entity | – | SHAREHOLDER | 12/1984 | > 75% |
| STOWERS RESOURCE MANAGEMENT, INC. | Domestic Entity | AMERICAN CENTURY COMPANIES, INC. | SHAREHOLDER OF CLASS A SHARES | 08/2008 | 25-50% |
| STOWERS INSTITUE FOR MEDICAL RESEARCH | Domestic Entity | AMERICAN CENTURY COMPANIES, INC. | SHAREHOLDER OF CLASS B SHARES | 11/2011 | 25-50% |
| SHELTON, AMY, DIANE | Individual | – | CHIEF COMPLIANCE OFFICER | 02/2014 | < 5% |
| BANNIGAN, PATRICK, THOMAS | Individual | – | CHIEF FINANCIAL OFFICER, CHIEF ACCOUNTING OFFICER, VICE PRESIDENT, DIRECTOR AND TREASURER | 04/2013 | < 5% |
| ZHANG, VICTOR, SHENG | Individual | – | PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER & DIRECTOR | 03/2014 | < 5% |
| NOMURA AM HOLDINGS USA, LLC | Domestic Entity | AMERICAN CENTURY COMPANIES, INC. | SHAREHOLDER OF CLASS A SHARES | 05/2016 | 25-50% |
| NOMURA AM HOLDINGS USA, LLC | Domestic Entity | AMERICAN CENTURY COMPANIES, INC. | SHAREHOLDER OF SPECIAL VOTING PREFERRED CLASS SHARES | 05/2016 | > 75% |
| NOMURA HOLDING AMERICA INC. | Domestic Entity | NOMURA AM HOLDINGS USA, LLC | MEMBER | 12/2015 | > 75% |
| NOMURA HOLDINGS, INC. | Foreign Entity | NOMURA HOLDING AMERICA INC. | SHAREHOLDER | 04/1989 | > 75% |
| CHANG, CLEO, CHENGPEI | Individual | – | SENIOR VICE PRESIDENT AND DIRECTOR | 03/2021 | < 5% |
| Pak, John, Dongjin | Individual | – | SENIOR VICE PRESIDENT AND GENERAL COUNSEL | 08/2021 | < 5% |