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Conning, Inc.

● SEC registered since 1983CRD 107423SEC# 801-18641Hartford, CT
Export (members)
Reg. AUM
$99.53B
Employees
270
Accounts
536
Location
Hartford, CT

Conning, Inc. assets under management

Conning, Inc. is a registered investment adviser overseen by the SEC based in Hartford, CT. The firm has been registered since 1983. It reports $99.5 billion in regulatory assets under management and employs 270 people.

Conning, Inc. owners & executives

13 reported
NameTitleOwnershipSince
Conning & Company ControlShareholderOver 75%1996
Cynthia Anne Beaulieu ControlManaging Director, Portfolio Manager And Cio Conning North AmericaUnder 5%2023
Jung Won Lee ControlManaging Director, Chief Financial Officer, Board MemberUnder 5%2011
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Frequently asked questions

How much does Conning, Inc. manage?

Conning, Inc. reports $99.5 billion in regulatory assets under management on its Form ADV.

How many employees does Conning, Inc. have?

Conning, Inc. reports 270 employees.

Where is Conning, Inc. located?

Conning, Inc. is based in Hartford, CT and has been SEC-registered since 1983.

Does Conning, Inc. disclose fund performance?

Conning, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressOne Financial Plaza, 755 Main Street, Hartford, CT 06103
Phone860-299-2000
Fax860-299-2479
Office hours8:00 a.m. - 4:45p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$99.09B
Non-discretionary$444.7M
Total (RAUM)$99.53B