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THORNBURG INVESTMENT MANAGEMENT INC

CRD 106357 · SEC 801-17853

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2300 NORTH RIDGETOP ROAD, SANTA FE, NM, 87506, United States

Phone

505-467-7283

Fax

505-467-7116

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$54.45B

Discretionary AUM

$54.45B

Team

219 total employees; 40 advisory reps

Clients

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-03-27

Disciplinary history

Yes

Services

Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)PORTFOLIO MANAGEMENT FOR WRAP FEE PROGRAMS

Client types

TypeClientsAUM
Individuals300$864.4M
High net worth individuals187$385.8M
Investment companies25$49.53B
Pooled investment vehicles35$2.50B
Charitable organizations8$5.1M
Other investment advisers6$42.6M
Corporations/business entities52$338.9M

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

Official SEC filing: View on IAPD