NATIONWIDE ASSET MANAGEMENT, LLC

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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, 6/20/2007
AUM* 14,752,360,221 0.39%
of that, discretionary 14,644,809,182 0.37%
Private Fund GAV* 1,483,716,459 -66.18%
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

Recent News

Reported AUM

Discretionary
Non-discretionary
19B 16B 14B 11B 8B 5B 3B
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

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

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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.