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THORNBURG INVESTMENT MANAGEMENT INC
CRD 106357 · SEC 801-17853
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
| Type | Clients | AUM |
|---|---|---|
| Individuals | 300 | $864.4M |
| High net worth individuals | 187 | $385.8M |
| Investment companies | 25 | $49.53B |
| Pooled investment vehicles | 35 | $2.50B |
| Charitable organizations | 8 | $5.1M |
| Other investment advisers | 6 | $42.6M |
| Corporations/business entities | 52 | $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