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INSTITUTIONAL SHAREHOLDER SERVICES

Business and Investment Profile

The INSTITUTIONAL SHAREHOLDER SERVICES is a privately held investment adviser that advises $0 in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. INSTITUTIONAL SHAREHOLDER SERVICES is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets remained the same over the last few years.

Regulatory Profile

The Group has been registered with the SEC for 28.62 years and is comprised of 1 filing and 0 relying advisers. They operate out of 5 office locations with their Headquarters at 702 KING FARM BLVD. SUITE 400, ROCKVILLE, MARYLAND. The Group has been subject to regulatory enforcement actions. They are regulated by 5 US and Non-US bodies.

Employee Profile

They have 3,350 employees comprised of 1,762 investment and 1,588 non-investment staff. The total number of Employees increased by 34% over the last 5-years.

Asset Profile

Their $0 in assets advised are owned by 307 private funds, 45 public funds and BDCs and 1,641 other accounts. Assets of Investment Companies (IC) clients own $0 and Pooled Investment Vehicles (Not IC or BDC) own $0.

Investment Strategy Profile

The Group's top investment strategies include , representing of total assets, respectively.

Client Profile

They advise 10 types of clients, top clients are Investment Companies (IC) and Pooled Investment Vehicles (Not IC or BDC).

Service Provider Profile

The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses advisory fees and fixed fees.

Sub-Advisers

INSTITUTIONAL SHAREHOLDER SERVICES names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: INSTITUTIONAL SHAREHOLDER SERVICES

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Keywords: Institutional Shareholder Services, Shareholder
Generated 2026-09-12T06:54:54.2622749.  © 2026 Convergence.