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GUGGENHEIM PARTNERS INVESTMENT MANAGEMENT, LLC

CRD 137432 · SEC 801-66786

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330 MADISON AVENUE, 10TH FLOOR, NEW YORK, NY, 10017, United States

Phone

212-739-0700

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$240.66B

Discretionary AUM

$240.38B

Team

588 total employees; 166 advisory reps

Clients

Fees

Percentage of AUM; Fixed fees; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

Yes

Services

Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)CONSULTATION/ADVISEMENT ON TRANSACTIONS/STRUCTURING PORTFOLIOS

Client types

TypeClientsAUM
Individuals210$102.9M
High net worth individuals5$454.9M
Banking/thrift institutions17$17.97B
Investment companies22$70.71B
Business development companies1$156K
Pooled investment vehicles65$7.55B
Pension/profit sharing plans4$646.7M
Charitable organizations18$562.3M
State/municipal entities11$4.01B
Other investment advisers2$333.2M
Insurance companies61$134.70B
Sovereign wealth funds1$1.46B
Corporations/business entities20$1.93B

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