The USAA GROUP is a privately held investment adviser that advises $30.03Bn in regulatory assets under management held in 1 SEC fund types across 6 investment strategies. USAA GROUP is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets increased by 334.2% over the last 5-years.
The Group has been registered with the SEC for 37.25 years and is comprised of 2 filing and 0 relying advisers. They operate out of 14 office locations with their Headquarters at 9830 COLONNADE BLVD. SUITE 600, SAN ANTONIO, TEXAS. The Group has been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 474 employees comprised of 364 investment and 110 non-investment staff. The total number of Employees decreased by 0.42% over the last 5-years.
Their $30.03Bn in assets advised are owned by 104 private funds, 0 public funds and BDCs and 6 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $26.37Bn or 87.82% of Total Assets and Insurance Companies own $3.08Bn or 10.27% of Total Assets.
The Group's top investment strategies include Real Estate, Infrastructure and FI/Credit - Lending, representing 64.14%, 19.7% and 10.27% of total assets, respectively.
They advise 4 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and Insurance Companies.
The Group uses 5 Fund Administrators, 2 Fund Auditors, 0 Prime Brokers, 11 Custodians and 4 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, management fees and performance-based fees.
USAA GROUP names 1 sub-adviser PANCURA to 1 different fund advised by the group. The Group has been named as the sub-adviser to 0 funds.