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THORNBURG INVESTMENT MANAGEMENT INC

Business and Investment Profile

The THORNBURG INVESTMENT MANAGEMENT INC is a privately held investment adviser that advises $60.34Bn in regulatory assets under management held in 2 SEC fund types across 4 investment strategies. THORNBURG INVESTMENT MANAGEMENT INC is a Public Fund A public fund manager is a manager whose >=75% of total assets under management are in public funds (broadly accessible, exchange-listed investment vehicles available to retail investors with typically low minimums and clear, widely available information) Manager. Assets increased by 28.46% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 43.82 years and is comprised of 2 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 2300 NORTH RIDGETOP ROAD, SANTA FE, NEW MEXICO. The Group has been subject to regulatory enforcement actions. They are regulated by 12 US and Non-US bodies.

Employee Profile

They have 248 employees comprised of 47 investment and 201 non-investment staff. The total number of Employees increased by 27.84% over the last 5-years.

Asset Profile

Their $60.34Bn in assets advised are owned by 39 private funds, 32 public funds and BDCs and 66 other accounts. Assets of Investment Companies (IC) clients own $55.98Bn or 92.77% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $2.73Bn or 4.52% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include Long/Short Equity, FI/Credit - Diverse and Multi Strat, representing 60.18%, 38.01% and 1.72% of total assets, respectively.

Client Profile

They advise 7 types of clients, top clients are Investment Companies (IC) and Pooled Investment Vehicles (Not IC or BDC).

Service Provider Profile

The Group uses 4 Fund Administrators, 3 Fund Auditors, 0 Prime Brokers, 4 Custodians and 2 Marketers. It does not report a third-party Fund Administrator in 6 private funds with $815.99mn in assets.

Fee Profile

The Group discloses advisory fees, management fees and performance-based fees.

Sub-Advisers

THORNBURG INVESTMENT MANAGEMENT INC 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: THORNBURG INVESTMENT MANAGEMENT INC

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Keywords: Thornburg Investment Management, Thornburg BOW River Advisers, BOW, River, Thornburg
Generated 2026-09-12T06:47:48.5895714.  © 2026 Convergence.