Janus Capital Management LLC is a large advisory firm based in Denver. It manages $168.1 billion of regulatory assets for 4,115 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states.
Janus Capital Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, selection of other advisers, and please see schedule d, miscellaneous disclosure. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Janus Capital Management LLC is $168.1 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -8% since the beginning of its operation, and $24.17 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Janus Capital Management LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, insurance companies, investment companies, charitable organizations, other investment advisers, high net worth individuals, pooled investment vehicles, corporations or other businesses, pension and profit sharing plans, state or municipal government entities, and sovereign wealth funds and foreign official institutions. The largest group of clients of Bruce Lewis Koepfgen is investment companies with 95 clients and $134.21 billion of assets under management. Among the 8 most similar advisory firms, Janus Capital Management has the highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $167.89 billion for 4,097 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 2% of the firm’s clients are foreign persons or businesses.
Janus Capital Management also advises several private funds. Namely, one hedge fund, two liquidity funds, and fourteen other private funds. The minimum investment commitment required of non-related persons ranges from $1,000 to $5,000,000.
The company employs 923 people that are either part- or full-time employees. 11 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There are 5 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Bruce Lewis Koepfgen has been acting as President since 1 Aug 2013. Enrique De Jesus Chang has served as the Chief Investment Officer since 1 Apr 2016 and Richard Maccoy Weil is the Chief Executive Officer of Janus Capital Management LLC family office. Kristin Brett Mariani joined the executive team most recently as the Chief Compliance Officer.
The principal office where Janus Capital Management LLC performs its advisory services is located at 151 Detroit Street, Denver, CO 80206, which is also the mailing address of the firm. An additional office of the firm is in Newport Beach, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (303) 333-3863 or by fax (303) 336-7806. The normal business hours are 7:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at janus.com/ and its LinkedIn profile.