Asset ManagerRIA · CRD 109381SEC-Registered

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Ameritas Investment Partners

Ameritas Investment Partners, Inc. is an SEC-registered investment adviser in Lincoln, NE, registered since 1998. The firm manages $29.0 billion in assets,...

Ameritas Investment Partners

Ameritas Investment Partners, Inc. is an SEC-registered investment adviser in Lincoln, NE, registered since 1998. The firm manages $29.0 billion in assets, with $24.8 billion on a discretionary basis. It has 51 employees and 33 investment advisers.

General information

Firm type

other

Location

Region

North America

Country

United States

City

Lincoln

Corporate office

Lincoln, Nebraska, United States

Sector focus

Fixed IncomeInvestment GradePublic Finance

Frequently asked questions

What types of fixed-income strategies does Ameritas Investment Partners offer?

The firm offers investment-grade corporate, government, and municipal bond strategies, with a focus on credit research and duration management. It typically manages separate accounts for insurance general accounts and pension plans.

Is Ameritas Investment Partners a mutual fund or an institutional manager?

It operates as a registered investment adviser managing institutional separate accounts and general account assets, not as a retail mutual fund company. The firm is an affiliate of Ameritas Life Insurance Corp. within the Ameritas Mutual Holding Company structure.

How does the firm's insurance-company affiliation affect its investment approach?

The affiliation with Ameritas Life Insurance Corp. means the firm's portfolio management is aligned with liability-driven investing and capital preservation needs. This often results in a conservative, high-credit-quality fixed-income focus suitable for insurance general accounts.

Where is Ameritas Investment Partners headquartered?

The firm is headquartered in Lincoln, Nebraska, and operates primarily from that single location.

What is the relationship between Ameritas Investment Partners and Ameritas Life Insurance Corp.?

Ameritas Investment Partners is a registered investment adviser that serves as the asset management arm for the insurance company, managing general account and institutional client assets. Both entities operate under the Ameritas Mutual Holding Company structure.

Does the firm publicly disclose its assets under management?

No, the firm does not publish a specific AUM figure on its official website or in regulatory filings typically reviewed by market participants. Its AUM remains undisclosed.

Who leads the firm?

Public records do not definitively name the current leadership of Ameritas Investment Partners. The firm does not prominently list executive or management names on its limited public materials.

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