DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Thornburg Investment Management Inc
Latest filing Mar 27, 2026
First filing on the tape Mar 29, 2012 · 69 filings
SEC status approved since Oct 15, 1982
RAUM
$54B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
2.3%
$1.3B individuals and HNW
Advisors
42
registered through the firm on IAPD
RAUM per advisor
$1.3B
derived; firm RAUM over IAPD count
Employees
219
40 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
2
reported on Schedule D
History
69 filings and snapshots on the tape
RAUM$54B as of Mar 27, 2026
Mar 29, 2012$73B then
HNW client RAUM$386M as of Mar 27, 2026
Mar 29, 2018$1.2B then
State-registered IARs (5.B.3)34 as of Mar 27, 2026
Mar 22, 201351 then
Employees (5.A)219 as of Mar 27, 2026
Mar 22, 2013184 then
Private funds2 as of Mar 27, 2026
Mar 29, 20122 then
RAUM +20% over the last fiscal year+12% a year over threeIARs 43 to 34
Practice profile
derived from the filing of Mar 27, 2026; every figure names its basis
Archetypes, each a printed rule
- Broker-dealer affiliated · Item 7.A.1 (broker-dealer affiliate) and at least 50 registered representatives (Item 5.B.2), or the adviser is itself a broker-dealer (6.A.1)
- RAUM per advisor
- $1.3BderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 12derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.1MderivedHNW RAUM over HNW clients
- Average account
- $85.8MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 5.2derivedItem 5.A over advisors
- Advisors per office
- 42.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +20%derivedbetween the last two annual amendments
- Advisor growth, one year
- -21%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -13%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companies, otherreportedItem 5.G
- Wrap fee program
- participatesreportedItem 5.I
- Custody
- $52.6M, 2 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Investment companies$50B92%
- Pooled investment vehicles$2.5B4.7%
- Individuals$864M1.6%
- High-net-worth individuals$386M0.7%
- Corporations and businesses$339M0.6%
- Other investment advisers$42.6M0.1%
- Charitable organizations$5.1M0.0%
- Individual clients
- 300reported
- HNW clients
- 187reported
- Pension plan clients
- 0reported
- Charitable clients
- 8reported
- Accounts
- 635reported
- Financial planning clients
- reported
- Wrap fee programs
- $0 sponsored, $419M managedreported
- Custody of client assets
- $52.6M for 2 clientsreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.02 fund_share=0.96 institutional_share=0.0 related_bd=true related_bank=true bd_reps=66.0derived
Advisors registered through the firm
42 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Andrew Weldon Rice | Santa Fe, Nm | Jul 4, 2007 | 25 y | 0 |
| Julie Ann Geraci | Santa Fe, Nm | Apr 11, 2011 | 36 y | 0 |
| Troy Edward Mosconi | Loveland, Oh | Jan 17, 2012 | 32 y | 0 |
| William Ryan Chisholm | Coopersburg, Pa | Apr 17, 2012 | 25 y | 1 |
| Elijah Alan King | Santa Fe, Nm | Apr 5, 2013 | 14 y | 1 |
| Matthew David Seiter | Huntersville, Nc | Jan 10, 2014 | 19 y | 4 |
| Adam Walton Sparkman | Santa Fe, Nm | Nov 10, 2014 | 12 y | 0 |
| Jonathan David Jurus | Beverly Hills, Mi | Apr 12, 2016 | 22 y | 3 |
| Jesse Ryan Brownell | Santa Fe, Nm | Dec 21, 2017 | 18 y | 0 |
| William F Loehning | Santa Fe, Nm | Mar 15, 2018 | 23 y | 1 |
| Keegan James Parker | Santa Fe, Nm | Jun 11, 2018 | 9 y | 0 |
| Lucinda Barbara Candal | Santa Fe, Nm | Jan 8, 2020 | 10 y | 1 |
| Zachary Steven Schweiss | Seattle, Wa | Apr 15, 2020 | 16 y | 1 |
| William R Eberle | Santa Fe, Nm | Mar 16, 2021 | 16 y | 2 |
| Tyler Lynn Jenkins | Pasadena, Tx | Apr 1, 2021 | 12 y | 1 |
| Cole Anthony Kopacek | Santa Fe, Nm | Apr 21, 2021 | 16 y | 1 |
| Allison Patricia Dawe | Santa Fe, Nm | Nov 22, 2022 | 10 y | 1 |
| Joaquin Alonso Garcia | Santa Fe, Nm | Dec 1, 2022 | 10 y | 0 |
| Matias Palacio Cleland | Santa Fe, Nm | Aug 25, 2023 | 13 y | 0 |
| Zachary Ian Forster | Santa Fe, Co | Sep 6, 2023 | 19 y | 0 |
| Lucas Skidmore Rameaka | Medfield, Ma | Jan 29, 2024 | 24 y | 5 |
| Julie Erin Vann | Santa Fe, Nm | Oct 2, 2024 | 12 y | 0 |
| Brian Carlyle Perkes | Santa Fe, Nm | Feb 10, 2025 | 29 y | 2 |
| Alex Samuel Katz | Santa Fe, Nm | Oct 22, 2025 | 18 y | 2 |
| Ronald Olexsak | Santa Fe, Nm | Nov 17, 2025 | 29 y | 0 |
| Jason Lee Miller | Lake Barrington, Il | Dec 2, 2025 | 25 y | 2 |
| Kevin Yosaku EndoChartered Financial Analyst | Santa Fe, Nm | Dec 10, 2025 | 17 y | 2 |
| Steven SeidChartered Financial Analyst | Santa Fe, Nm | Feb 4, 2026 | 17 y | 2 |
| Sheldon Dean Freeze | Santa Fe, Nm | Feb 5, 2026 | 12 y | 0 |
| Phillip B GronnigerChartered Financial Analyst | Santa Fe, Nm | Feb 6, 2026 | 19 y | 1 |
| Timothy Ortiz | Santa Fe, Nm | Feb 13, 2026 | 17 y | 0 |
| Caden Kenneth Holloway | Santa Fe, Nm | Apr 15, 2026 | 10 y | 1 |
| Jonathan Ronald Orman | Mound, Mn | Apr 17, 2026 | 29 y | 5 |
| Kelly Vasel | Westfield , Nj | Jun 10, 2026 | 13 y | 1 |
| Anthony David Jones | Santa Fe, Nm | Jul 1, 2026 | 10 y | 0 |
| Katarzyna Alicja Jablonski | Santa Fe, Nm | Jul 13, 2026 | 14 y | 4 |
| Jonathan David Beuerlein | Palos Verdes Estates, Ca | Jul 30, 2026 | 16 y | 0 |
| James Gerard Coletti | Santa Fe, Nm | Aug 5, 2026 | 26 y | 0 |
| Linh Chi Le | Santa Fe, Nm | Aug 10, 2026 | 10 y | 1 |
| John Maxwell PaulyChartered Financial Analyst | Columbus, Oh | Aug 14, 2026 | 11 y | 0 |
Advisor movement
4 left, 11 joined in 12 months
net +7 in 12 months2 left in 90 days2 joined in 90 daysdeparture rate 9.5% of current headcount17 left over 36 months
Left, latest
- Daniel Thomas Gamache to Kilterhowling LLCJul 21, 2026 · Other
- Julio Manuel Rivera to Wells Fargo AdvisorsJun 25, 2026 · Other
- Thomas Vincent Winkler to Virtus Investment Advisers, LLCJan 29, 2026 · Other
- Maria Isabel Ozechowski to Northwestern Mutual Investment Services,LLCJan 5, 2026 · Other
- Scott Robert Kent to Lazard Asset Management LLCSep 2, 2025 · Other
- Dominic Mark Alto to Hilltop Securities Asset Management, LLCJul 14, 2025 · Other
- Carolyn Salazar Ives to Stifel, Nicolaus & Company, IncorporatedJun 18, 2025 · Other
- Harold Thomas Whalen to Nuveen Asset Management, LLCMay 7, 2025 · Other
- Joseph Timothy Daly to Lazard Asset Management LLCMar 10, 2025 · Other
- Daniel Gasper to Northwestern Mutual Investment Services,LLCFeb 11, 2025 · Other
- Craig Shafer Blessing to Capital Client Group, Inc.Oct 16, 2024 · Other
- Jesse Michael Neerdaels to Allspring Funds Management, LLCJul 19, 2024 · Other
- James Humpherson Mollett to Northwestern Mutual Investment Services,LLCApr 25, 2024 · Other
- Brian Michael Ridgeway to Bahl & Gaynor LLCJan 9, 2024 · Other
- Comer Brooks Woodruff to Synovus Securities, Inc.Jan 9, 2024 · Other
Joined, latest
- Linh Chi Le from LPL Financial LLCAug 10, 2026 · Other
- Katarzyna Alicja Jablonski from Voya Investment Management Co. LLCJul 13, 2026 · Other
- Kelly Vasel from UBS Financial Services Inc.Jun 10, 2026 · Other
- Jonathan Ronald Orman from Hartford FundsApr 17, 2026 · Other
- Caden Kenneth Holloway from Morgan StanleyApr 15, 2026 · Other
- Phillip B Gronniger from Fci AdvisorsFeb 6, 2026 · Other
- Steven Seid from T. Rowe Price Associates, Inc.Feb 4, 2026 · Other
- Kevin Yosaku Endo from T. Rowe Price Associates, Inc.Dec 10, 2025 · Other
- Jason Lee Miller from Principal Asset ManagementDec 2, 2025 · Other
- Daniel Thomas Gamache from Ifam CapitalNov 5, 2025 · Other
- Alex Samuel Katz from Touchstone Advisors IncOct 22, 2025 · Other
- Thomas Vincent Winkler from Hartford FundsApr 24, 2025 · Other
- Brian Carlyle Perkes from Advisors Asset Management, Inc.Feb 10, 2025 · Other
- Daniel Gasper from Voya Investment Management Co. LLCJan 14, 2025 · Other
- Lucas Skidmore Rameaka from Lazard Asset Management LLCJan 29, 2024 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 2 left for City Different InvestmentsFeb 11, 2020 · Santa Fe, Nm
- 2 joined from Strategic Advisers LLCJul 12, 2018 · Albuquerque, Nm
Private funds
10 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Thornburg Developing World Fundno longer reported | Other Private Fund | $67.5M | 7 | Mar 26, 2014 |
| Thornburg Partners Fund LPno longer reported | Hedge Fund | $46.2M | 23 | Mar 29, 2012 |
| Thornburg International Equity Fund (Q.P.) LLC | Other Private Fund | $29.0M | 4 | Mar 29, 2012 |
| Thornburg Global Opportunities Fundno longer reported | Other Private Fund | $6.6M | 7 | Mar 26, 2014 |
| Thornburg Global Equity Ex-U.S Fundno longer reported | Other Private Fund | $6.3M | 6 | Mar 26, 2014 |
| Trev 2021 Eiv LLC | Real Estate Fund | $3.4M | 15 | Mar 31, 2023 |
| Thornburg Investment Income Builder Fundno longer reported | Other Private Fund | $3.1M | 11 | Mar 26, 2014 |
| Thornburg Global Equity Income Fundno longer reported | Other Private Fund | $2.8M | 1 | Mar 26, 2014 |
| Thornburg Multisector Opportunistic Fund (Q.P.) LLCno longer reported | Other Private Fund | $0 | 0 | Mar 31, 2015 |
| Thornburg Developing World Fund (Q.P.) LLCno longer reported | Other Private Fund | $0 | 0 | Mar 26, 2014 |
Owners and control persons
Schedule A and B, latest filing
- Sanjay Nimish Bhatt · Chief Financial Officer And Treasurercontrolsince 08/2016 · owns less than 5%
- Taney Brian Boyd · Directorcontrolsince 12/2023 · owns less than 5%
- Mikolajczyk Amy Callow · General Counsel And Secretarycontrolsince 01/2022 · owns less than 5%
- Rivers Robin Keller · Directorcontrolsince 08/2022 · owns less than 5%
- John Brian Mcmahon · Vice Chairman, Directorcontrolsince 01/2016 · owns less than 5%
- Cudd Blair Naylor · Directorcontrolsince 04/2021 · owns less than 5%
- Allan William Rogers · Chief Operating Officercontrolsince 07/2024 · owns less than 5%
- Garrett Harold Thornburg · Chairman,Directorcontrolsince 08/1997 · owns less than 5%
- John Stephen Velie · Chief Compliance Officercontrolsince 07/2009 · owns less than 5%
- Joseph Mark Zinkula · President, Chief Executive Officer, Directorcontrolsince 09/2023 · owns less than 5%
- Garrett Harold Thornburg · Trusteecontrolsince 07/1990 · owns 75% or more of Garrett Thornburg Revocable Trust
Entity owners
- Garrett Thornburg Revocable Trust · Shareholderdirect · owns 75% or more
Related persons
Schedule D 7.A
- Thornburg Investment Management (Asia) Ltdbroker-dealerinvestment advisery
- Thornburg Investment Management (Shanghai) Ltdinvestment advisery
- Thornburg Securities LLCbroker-dealern
Advisers that list Thornburg Investment Management Inc as a related person
- 332879 y
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Santa Fe, Nm · principal | 42 | 19 | 3 | ||
| Westfield, Nj | 2 | 2 | 0 | ||
| Denver, Co | 1 | 0 | 1 | ||
| Athens, Ga | 0 | 0 | 0 | ||
| Hinsdale, Il | 0 | 0 | 0 | ||
| Granite Bay, Ca | 0 | 0 | 0 | ||
| Los Angeles, Ca | 0 | 0 | 0 | ||
| Millersville, Md | 0 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- compensation changedChange between filings · filing Mar 27, 2026performance-based compensation (Item 5.E.6): yes on the filing of 2025-11-06, no on the filing of 2026-03-27peers: asset managers, $20B and over (512)
What changed
consecutive filings, newest first
- Accounts · 705 to 635Nov 6, 2025 to Mar 27, 2026
- Advisory employees · 41 to 40Nov 6, 2025 to Mar 27, 2026
- Advisory activities · 4 to 5Nov 6, 2025 to Mar 27, 2026
- BD registered reps · 125 to 66Nov 6, 2025 to Mar 27, 2026
- Charity clients · 9 to 8Nov 6, 2025 to Mar 27, 2026
- Corporate clients · 53 to 52Nov 6, 2025 to Mar 27, 2026
- HNW clients · 304 to 187Nov 6, 2025 to Mar 27, 2026
- Individual clients · 255 to 300Nov 6, 2025 to Mar 27, 2026
- Pooled vehicle clients · 27 to 35Nov 6, 2025 to Mar 27, 2026
- Assets in custody · $40.1M to $52.6MNov 6, 2025 to Mar 27, 2026
- State-registered IARs · 43 to 34Nov 6, 2025 to Mar 27, 2026
- Discretionary RAUM · $45B to $54BNov 6, 2025 to Mar 27, 2026
- HNW RAUM · $413M to $386MNov 6, 2025 to Mar 27, 2026
- Individual RAUM · $820M to $864MNov 6, 2025 to Mar 27, 2026
- Pooled vehicle RAUM · $1.2B to $2.5BNov 6, 2025 to Mar 27, 2026
- RAUM · $45B to $54BNov 6, 2025 to Mar 27, 2026
- Wrap assets (manager) · $360M to $419MNov 6, 2025 to Mar 27, 2026
- Accounts · 750 to 705Jan 23, 2025 to Apr 23, 2025
- Advisory employees · 42 to 41Jan 23, 2025 to Apr 23, 2025
- BD registered reps · 88 to 125Jan 23, 2025 to Apr 23, 2025
- Charity clients · 6 to 9Jan 23, 2025 to Apr 23, 2025
- Corporate clients · 37 to 53Jan 23, 2025 to Apr 23, 2025
- HNW clients · 233 to 304Jan 23, 2025 to Apr 23, 2025
- Individual clients · 391 to 255Jan 23, 2025 to Apr 23, 2025
- Pension plan clients · 2 to 0Jan 23, 2025 to Apr 23, 2025
- Pooled vehicle clients · 13 to 27Jan 23, 2025 to Apr 23, 2025
- Assets in custody · $32.5M to $40.1MJan 23, 2025 to Apr 23, 2025
- Employees · 202 to 219Jan 23, 2025 to Apr 23, 2025
- Financial planning clients · unset to Jan 23, 2025 to Apr 23, 2025
- State-registered IARs · 29 to 43Jan 23, 2025 to Apr 23, 2025
- Discretionary RAUM · $42B to $45BJan 23, 2025 to Apr 23, 2025
- HNW RAUM · $1.8B to $413MJan 23, 2025 to Apr 23, 2025
- Individual RAUM · $192M to $820MJan 23, 2025 to Apr 23, 2025
- Pension RAUM · 974736.0 to unsetJan 23, 2025 to Apr 23, 2025
- Pooled vehicle RAUM · $333M to $1.2BJan 23, 2025 to Apr 23, 2025
- RAUM · $42B to $45BJan 23, 2025 to Apr 23, 2025
- Related bank · false to trueJan 23, 2025 to Apr 23, 2025
- Wrap assets (manager) · $312M to $360MJan 23, 2025 to Apr 23, 2025
- Accounts · 658 to 750Mar 12, 2024 to Mar 28, 2024
- Advisory employees · 43 to 42Mar 12, 2024 to Mar 28, 2024
Signals
39 dated events
- Daniel Thomas Gamache left Thornburg Investment Management Inc for Kilterhowling Llc (registered 2026-07-22)Jul 21, 2026 · Advisor changed firm · fact
- Julio Manuel Rivera left Thornburg Investment Management Inc for Wells Fargo Advisors (registered 2026-06-30)Jun 25, 2026 · Advisor changed firm · fact
- Maria Isabel Ozechowski left Thornburg Investment Management Inc for Northwestern Mutual Investment Services,Llc (registered 2026-03-26)Jan 5, 2026 · Advisor changed firm · fact
- Scott Robert Kent left Thornburg Investment Management Inc for Lazard Asset Management Llc (registered 2025-10-10)Sep 2, 2025 · Advisor changed firm · fact
- Dominic Mark Alto left Thornburg Investment Management Inc for Hilltop Securities Asset Management, Llc (registered 2026-05-14)Jul 14, 2025 · Advisor changed firm · fact
- Carolyn Salazar Ives left Thornburg Investment Management Inc for Stifel, Nicolaus & Company, Incorporated (registered 2025-06-17)Jun 18, 2025 · Advisor changed firm · fact
- Harold Thomas Whalen left Thornburg Investment Management Inc for Nuveen Asset Management, Llc (registered 2025-07-23)May 7, 2025 · Advisor changed firm · fact
- Thornburg Investment Management Inc reported 43 state-registered advisory representatives, up from 29 (2025-01-23 to 2025-04-23)Apr 23, 2025 · Advisor headcount change · derived
- Joseph Timothy Daly left Thornburg Investment Management Inc for Lazard Asset Management Llc (registered 2025-10-02)Mar 10, 2025 · Advisor changed firm · fact
- Daniel Gasper left Thornburg Investment Management Inc for Northwestern Mutual Investment Services,Llc (registered 2025-08-19)Feb 11, 2025 · Advisor changed firm · fact
- Craig Shafer Blessing left Thornburg Investment Management Inc for Capital Client Group, Inc. (registered 2025-05-30)Oct 16, 2024 · Advisor changed firm · fact
- Allan William Rogers (Chief Operating Officer) appeared on Schedule A of Thornburg Investment Management IncJul 24, 2024 · Control person joined · fact
- Jesse Michael Neerdaels left Thornburg Investment Management Inc for Allspring Funds Management, Llc (registered 2024-08-01)Jul 19, 2024 · Advisor changed firm · fact
- James Humpherson Mollett left Thornburg Investment Management Inc for Northwestern Mutual Investment Services,Llc (registered 2024-06-14)Apr 25, 2024 · Advisor changed firm · fact
- Leon Randall Dry (Chief Operating Officer) no longer on Schedule A of Thornburg Investment Management Inc (listed 2024-04-08, absent 2024-04-16)Apr 16, 2024 · Control person left · inference
- Joshua Gotbaum (Director) no longer on Schedule A of Thornburg Investment Management Inc (listed 2024-01-18, absent 2024-02-27)Feb 27, 2024 · Control person left · inference
- Brian Boyd (Director) appeared on Schedule A of Thornburg Investment Management IncJan 18, 2024 · Control person joined · fact
- Alexander Salidas left Thornburg Investment Management Inc for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2024-05-14)Jan 9, 2024 · Advisor changed firm · fact
- Brian Michael Ridgeway left Thornburg Investment Management Inc for Bahl & Gaynor Llc (registered 2025-09-24)Jan 9, 2024 · Advisor changed firm · fact
- Comer Brooks Woodruff left Thornburg Investment Management Inc for Synovus Securities, Inc. (registered 2024-01-02)Jan 9, 2024 · Advisor changed firm · fact
- Tanya Michelle Schlingman left Thornburg Investment Management Inc for U.S. Bancorp Investments, Inc. (registered 2024-02-29)Jan 2, 2024 · Advisor changed firm · fact
- Henry Jason Brady (President, Chief Executive Officer, Director) no longer on Schedule A of Thornburg Investment Management Inc (listed 2023-05-17, absent 2023-10-03)Oct 3, 2023 · Control person left · inference
- Joseph Mark Zinkula (President, Chief Executive Officer, Director) appeared on Schedule A of Thornburg Investment Management IncOct 3, 2023 · Control person joined · fact
- Andrew Ford Tomson left Thornburg Investment Management Inc for Nomura Investment Management Business Trust (registered 2023-02-23)Feb 7, 2023 · Advisor changed firm · fact
- Rivers Robin Keller (Director) appeared on Schedule A of Thornburg Investment Management IncFeb 1, 2023 · Control person joined · fact
- Jennifer Pittman Libertiny left Thornburg Investment Management Inc for Alliancebernstein L.P. (registered 2023-02-16)Jan 31, 2023 · Advisor changed firm · fact
- Bryan Lee Treadway left Thornburg Investment Management Inc for Edward Jones (registered 2024-05-07)Oct 24, 2022 · Advisor changed firm · fact
- Ian Michael Hass left Thornburg Investment Management Inc for Lpl Financial Llc (registered 2022-08-25)Aug 16, 2022 · Advisor changed firm · fact
- Wang Julia Sze (Director) no longer on Schedule A of Thornburg Investment Management Inc (listed 2022-03-28, absent 2022-03-31)Mar 31, 2022 · Control person left · inference
- Eliot Cutler (Director) no longer on Schedule A of Thornburg Investment Management Inc (listed 2022-02-17, absent 2022-03-28)Mar 28, 2022 · Control person left · inference
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/THORNBURG-INVESTMENT-MANAGEMENTreportedpublic record, Form ADV, Sep 17, 2026
- Website
- THORNBURG.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 505-467-7283reportedpublic record, Form ADV, Mar 27, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- $1.3Bderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
Thornburg Investment Management Inc is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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