Deutsche Investment Management Americas Inc. is a large advisory firm based in New York. It manages $197.35 billion of regulatory assets for 714 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.
Deutsche Investment Management Americas provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Deutsche Investment Management Americas Inc. is $197.35 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -40% since the beginning of its operation, and $69.05 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Deutsche Investment Management Americas Inc. for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to insurance companies, investment companies, charitable organizations, other investment advisers, high net worth individuals, pooled investment vehicles, banking or thrift institutions, corporations or other businesses, pension and profit sharing plans, and sovereign wealth funds and foreign official institutions. The largest group of clients of Christine Louise Rosner is insurance companies with 68 clients and $94.01 billion of assets under management. Among the 10 most similar advisory firms, Deutsche Investment Management Americas has the 2nd highest percentage of insurance companies out of all clients.
The amount of regulatory assets under management is $197.01 billion for 191 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 16% of the firm’s clients are foreign persons or businesses.
Deutsche Investment Management Americas also advises several private funds. Namely, one hedge fund, one real estate fund, one other private fund, and five securitized asset funds. The minimum investment commitment required of non-related persons ranges from $0 to $10,000,000.
The company employs 365 people that are either part- or full-time employees. 49 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Christine Louise Rosner has been acting as President since 1 Sep 2009. Freddi Klassen joined the executive team most recently as the Chief Operating Officer.
The principal office where Deutsche Investment Management Americas Inc. performs its advisory services is located at 345 Park Avenue, New York, NY 10154, which is also the mailing address of the firm. An additional office of the firm is in Boston, MA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-250-2500. The normal business hours are 9:00 to 5:00 on Monday - Friday. You can find more information about the New York firm at dbadvisors.com.