9AT: NATIONWIDE ASSET MANAGEMENT, LLC

other names

Adviser Profile

As of Date	03/12/2024
Adviser Type - Large advisory firm - An investment adviser (or subadviser) to an investment company - Pension consultant
Number of Employees	171 4.27%
of those in investment advisory functions	91 3.41%
Registration	SEC, Approved, 06/20/2007

AUM^*	14,752,360,221 0.39%
of that, discretionary	14,644,809,182 0.37%
Private Fund GAV^*	1,483,716,459 -66.54%
Avg Account Size	1,134,796,940 -7.33%
SMA’s	Yes
Private Funds	2 1
Contact Info	614 xxxxxxx

Client Types

- Banking or thrift institutions
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Insurance companies
- Other

Advisory Activities

- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management

Fund Type	Count	GAV
Fund TypeOther Private Fund	Count2	GAV$1,483,716,459

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM12.9b	#Funds-
Adviser ARIEL INVESTMENTS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund159.3m	Total Private Fund GAV159.3m	AUM13.4b	#Funds1
Adviser INDEPENDENT FRANCHISE PARTNERS LLP	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund3.9b	Total Private Fund GAV3.9b	AUM16.5b	#Funds2
Adviser CANTILLON CAPITAL MANAGEMENT LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund5.5b	Total Private Fund GAV5.5b	AUM19.9b	#Funds1
Adviser CANTILLON CAPITAL MANAGEMENT LLP	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund7.4b	Total Private Fund GAV7.4b	AUM19.9b	#Funds1
Adviser CLIFFWATER LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund48.6m	Total Private Fund GAV48.6m	AUM26.7b	#Funds1
Adviser BELLE HAVEN INVESTMENTS, L.P.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund20.6m	Total Private Fund GAV20.6m	AUM17.7b	#Funds1
Adviser GREAT LAKES ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund59.8m	Total Private Fund GAV59.8m	AUM13.9b	#Funds2
Adviser LETKO, BROSSEAU & ASSOCIATES INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund794.7m	Total Private Fund GAV794.7m	AUM15.4b	#Funds5
Adviser MERGANSER CAPITAL MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund636.8m	Total Private Fund GAV636.8m	AUM15.6b	#Funds5

Brochure Summary

Overview

Nationwide Asset Management is a wholly owned subsidiary of Nationwide Mutual Insurance. The firm has been registered with the United States Securities and Exchange Commission since 2007. Nationwide Asset Management offers customized single and multi-strategy fixed income advisory and asset management services to a variety of clients. The firm also has capabilities investing in alternative investment strategies, including private equity funds, real estate equity funds and hedge funds. There is the potential for equity exposure in client portfolios, however that is not our primary expertise, and is usually achieved through securities that represent broad indices consistent with a client’s investment guidelines. Nationwide Asset Management also provides consulting services to affiliated companies associated with the review of third party asset managers. Nationwide Asset Management also provides asset class allocation models to Nationwide Fund Advisors for use in various products. Nationwide Fund Advisors retains discretion to modify and implement the recommendations into specific securities. Investment advice

is tailored to specific client needs. Clients may impose restrictions on investing in certain securities and certain types of securities. Nationwide Asset Management primarily acts as an investment adviser for its affiliated companies and their business needs which may include third parties. Nationwide Asset Management has no sales force and does not actively solicit advisory business. The firm’s Investment Adviser Representatives respond to the mutual needs of our affiliates and their clients. Unsolicited requests for proposals may go unanswered. To the extent Nationwide Asset Management utilizes derivatives, clients may have increased exposure to an issuer if it also acts as the counter party to such transactions. The additional exposure may not be contemplated by a client’s investment policy and may not be aggregated or noted on client account statements. As of December 31, 2023, Nationwide Asset Management had discretionary assets under management for twelve clients totaling approximately $14.6 billion and non-discretionary assets under management for one client totaling approximately $107 million.

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NATIONWIDE ASSET MANAGEMENT, LLC

Adviser Profile

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Private Funds Structure

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Brochure Summary

Overview