| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Creeksource 2024-1 (dunes Creek) CLO, Ltd. | Securitized Asset | $299.3M | $250K |
| Bean Creek CLO Ltd | Securitized Asset | $135.8M | $100K |
| Clear Creek CLO, Ltd | Securitized Asset | $107.8M | $250K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Cno Financial Group, Inc. Control | Sole Shareholder | Over 75% | 1987 |
| Eric Ronald Johnson Control | Director, President And Chief Investment Officer | Under 5% | 2003 |
| Jesse Edward Horsfall Control | Senior Vice President, Portfolio Management | Under 5% | 2007 |
40/86 Advisors, Inc. reports $29.2 billion in regulatory assets under management on its Form ADV.
40/86 Advisors, Inc. manages 5 private funds with combined gross assets of $543.8 million.
40/86 Advisors, Inc. reports 78 employees.
40/86 Advisors, Inc. is based in Carmel, IN and has been SEC-registered since 1982.
40/86 Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 11299 Illinois Street, Suite 200, Carmel, IN 46032 |
| Phone | 317-817-4086 |
| Fax | 317-817-5039 |
| Office hours | 8:00a.m. To 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Umbrella registration | Yes |
| Discloses disciplinary history | No |
| Discretionary | $29.22B |
| Non-discretionary | $0 |
| Total (RAUM) | $29.22B |