Conversus Asset Management, LLC (Chicago)

Conversus Asset Management, LLC is a large advisory firm based in Chicago. It manages $1.87 billion of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Illinois and North Carolina.

Conversus Asset Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Conversus Asset Management: assets under management

The assets under management (AUM) of Conversus Asset Management, LLC is $1.87 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -13% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.87 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.87 billion each.

Conversus Asset Management has custody of $1.87 billion in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Careers at Conversus Asset Management, LLC

Richard Joseph Hayes has been acting as President since 1 Jul 2007. L.P. Conversus Investment Partnership joined the executive team most recently as the Sole Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Banc Of America Strategic Investments Corporation	Member	1 Jul 2007	25% - 50%	20-2652611
L.P. Ohim Investors	Member	1 Jul 2007	25% - 50%	26-0163776
Richard Joseph Hayes	Director	1 Jul 2007	Other	5360092
Mark Alan Wolfson	Director	1 Jul 2007	Other	5017226
Robert Wilburn Long	President & chief executive officer	1 Jul 2007	Other	4316918
Roy K Moyer	Managing director	1 Jul 2007	Other	6099130
Gregory James Ewald	General counsel & chief compliance officer	1 Dec 2007	Other	5904176
Jeffrey Michael Atkins	Director	1 Feb 2009	Other	2586820
Todd Christopher Schneider	Financial director	1 Nov 2009	Other	5904177
David Michael Belk	Director	1 Sep 2010	Other	6024966
Mary Palmer Harman	Director	1 Apr 2012	Other	5202064
L.P. Conversus Investment Partnership	Sole member	1 Jul 2012	75% - 100%	980540916
Timothy Adair Smith	Chief financial officer	1 Jul 2012	Other	4316199
Kim Marie Lombardo	Chief compliance officer	1 Jul 2012	Other	6098685
Per Stromberg	Investment committee member	1 Jul 2012	Other	6098682
Laurance R. Hoagland	Investment committee member	1 Jul 2012	Other	6098945
Kathryn A Matthews	Investment committee member	1 Jul 2012	Other	6098951
Paul G Guilbert	Investment committee member	1 Jul 2012	Other	6098952

Indirect Owners

The SEC currently registers 12 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Bank Of America Corporation	Shareholder	1 Jun 2005	75% - 100%	56-0906609
Llc Ohim Management	General partner	1 Feb 2007	Other	26-2884124
Northern Trust Fiduciary Company (Guernsey) Limited	Trustee	1 May 2007	Other	foreign
Conversus Charitable Trust I	Shareholder	1 May 2007	75% - 100%	foreign
L.P. Conversus Capital	Limited partner	1 Jul 2007	Other	980540917
Limited Conversus Investment Gp	General partner	1 Jul 2007	Other	foreign
Conversus Charitable Trust I	Shareholder	1 Jul 2007	75% - 100%	foreign
Limited Conversus Gp	General partner	1 Jul 2007	Other	foreign
Surfboard & Co. (Calpers)	Registered depository unit holder	1 Jul 2007	25% - 50%	94-6207465
L.P. Ohim Gp Holdings	Managing member	1 Jun 2008	75% - 100%	26-2884124
Llc Ohim Gp Mgp	General partner	1 Jun 2008	Other	26-2884038
L.P. Ohim Gp Professionals	General partner	1 Jul 2008	75% - 100%	26-2884091

Based in Chicago

The principal office where Conversus Asset Management, LLC performs its advisory services is located at 190 South Lasalle Street, Chicago, IL 60603, which is also the mailing address of the firm. An additional office of the firm is in Charlotte, NC. It doesn’t run an office outside of the United States.