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U.S. Bancorp Asset Management, Inc.

● SEC registered since 2001CRD 111912SEC# 801-60125Minneapolis, MN
Export (members)
Ranks #5,666 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$40.3M
Fund GAV
$5.61B
Private funds
1
Employees
318
Accounts
2,384
Location
Minneapolis, MN

U.S. Bancorp Asset Management, Inc. assets under management

U.S. Bancorp Asset Management, Inc. is an SEC-registered investment adviser based in Minneapolis, MN. The firm has been registered since 2001. It reports $40.3 million in regulatory assets under management and employs 318 people. U.S. Bancorp Asset Management, Inc. manages 1 private fund with combined gross assets of $5.6 billion, including Mount Vernon Liquid Assets Portfolio, LLC. By regulatory assets, it ranks 5,666 of 5,911 private fund managers.

U.S. Bancorp Asset Management, Inc. private funds

1 funds · $5.61B GAV
FundTypeGross assetsMin.
Mount Vernon Liquid Assets Portfolio, LLCLiquidity$5.61B

U.S. Bancorp Asset Management, Inc. owners & executives

9 reported
NameTitleOwnershipSince
Eric James Thole ControlDirector, Chief Executive Officer & PresidentUnder 5%2014
James David Palmer ControlDirector, Cio - Money Market Funds Management And Corporate Fixed Income StrategiesUnder 5%2014
Jill Michele Stevenson ControlHead Of Operations And Mutual Funds TreasurerUnder 5%2014
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Frequently asked questions

How much does U.S. Bancorp Asset Management, Inc. manage?

U.S. Bancorp Asset Management, Inc. reports $40.3 million in regulatory assets under management on its Form ADV.

How many private funds does U.S. Bancorp Asset Management, Inc. manage?

U.S. Bancorp Asset Management, Inc. manages 1 private funds with combined gross assets of $5.6 billion.

How many employees does U.S. Bancorp Asset Management, Inc. have?

U.S. Bancorp Asset Management, Inc. reports 318 employees.

Where is U.S. Bancorp Asset Management, Inc. located?

U.S. Bancorp Asset Management, Inc. is based in Minneapolis, MN and has been SEC-registered since 2001.

Does U.S. Bancorp Asset Management, Inc. disclose fund performance?

U.S. Bancorp Asset Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address800 Nicollet Mall, Mail Stop Bc-Mn-17ul, Minneapolis, MN 55402
Phone717-232-2723
Fax612-303-4767
Office hours8:00 a.m. - 5:00 p.m. Central Time
SEC regionChicago Regional Office (CHRO)
CIK1142147
Discloses disciplinary historyYes

Assets under management

Discretionary$40.2M
Non-discretionary$728.1M
Total (RAUM)$40.3M

Service providers