Robeco Investment Management, Inc. (New York)

Name: Robeco Investment Management, Inc.
Address: 909 Third Avenue, New York, NY, 10022
Telephone: 212-908-9500

Robeco Investment Management, Inc. is a large advisory firm based in New York. It manages $79.29 billion of regulatory assets for 1,443 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Arizona, California, Connecticut, and 17 other states.

Robeco Investment Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Robeco Investment Management: assets under management

The assets under management (AUM) of Robeco Investment Management, Inc. is $79.29 billion. The firm's AUM has grown by 179% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $75.53 billion in discretionary accounts and $3.75 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $53.08 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $187.69 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Robeco Investment Management, Inc. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Robeco Investment Management, Inc.

Lena Maria Teuntje Boeren has been acting as President since 1 Dec 2007. David Andrew Steyn joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Mary Ann C. Iudice	Chief compliance officer	1 Sep 2004	Other	2796437
William John Kelly	Chief executive officer	1 Feb 2005	Other	4361587
Daniel Swigart Vandivort	President-rim & cio-wpg division	1 Feb 2005	Other	1261848
George Moller	Director	1 Feb 2005	Other	4914219
Cornelis Theodorus Leonardus Korthout	Director	1 Feb 2005	Other	3114544
William George Butterly	Secretary & general counsel	1 Mar 2005	Other	2357915
Roland Toppen	Treasurer and chief financial officer	1 Apr 2005	Other	4935332
Inc. Robeco Us Holding	Sole shareholder	1 Jan 2006	75% - 100%	foreign
Joseph F. Feeney	Management committee member	1 Oct 2006	Other	5253812
Paul Desmond Heathwood	Management committee member	1 Nov 2006	Other	4123255
Davis Barr Clayson	Management committee member	1 Nov 2006	Other	2072297
Franciscus Lucus Kusse	Statutory director	1 Jan 2007	Other	5276368
James Allison Ramsay	Management committee member	1 Jan 2007	Other	1063991
Lena Maria Teuntje Boeren	Director	1 Dec 2007	Other	5481520
Leni Maria Boeren	Director	1 Dec 2007	Other	5481520
Mark Edward Donovan	Management committee member	1 Jan 2008	Other	2437284
William George Butterly	Chief operating officer and chief compliance officer	1 Jul 2008	Other	2357915
Joseph Francis Feeney	Co-ceo	1 Jul 2008	Other	5253812
Mark Edward Donovan	Co-ceo	1 Jul 2008	Other	2437284
Matthew John Davis	Chief financial officer	1 Jul 2008	Other	2869210
Joseph F. Feeney	Co-ceo	1 Jul 2008	Other	5253812
William John Kelly	Chairman	1 Jul 2008	Other	4361587
Jean Louis Laurens	Director	1 Jan 2009	Other	5647303
Paul Francis Healey	Management committee member	1 Jul 2009	Other	4373875
Roderick Marie Stella Maris Munsters	Director	1 Sep 2009	Other	5715871
Hester Borrie	Director	1 Nov 2009	Other	5299599
Martin (Nmn) Mlynar	Director	1 Aug 2011	Other	5970022
Martin Mlynar	Director	1 Aug 2011	Other	5970022
Michiel Prinsze	Director	1 Aug 2011	Other	5970021
David Andrew Steyn	Director	1 Nov 2015	Other	4782847

Indirect Owners

The SEC currently registers 5 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Rabobank Nederland	Sole shareholder	1 Feb 2001	75% - 100%	foreign
Robeco Groep N.V.	Sole shareholder	1 Dec 2003	75% - 100%	foreign
B.V. Robeco International Holding	Sole shareholder	1 Jan 2006	75% - 100%	foreign
Orix Corporation	Majority shareholder	1 Jul 2013	75% - 100%	13-2792249
Robeco Us Holding B.V.	Sole shareholder	1 Nov 2014	75% - 100%	foreign

Based in New York

The principal office where Robeco Investment Management, Inc. performs its advisory services is located at 909 Third Avenue, New York, NY 10022, which is also the mailing address of the firm. An additional office of the firm is in Los Angeles, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-908-9500 or by fax 212-908-0195. The normal business hours are 8:30 a.m. to 5:30 p.m. on Monday - Friday. You can find more information about the New York firm at boston-partners.com.