Robeco Institutional Asset Management Us Inc
- Regulatory AUM
- $4.8B
- Discretionary
- $4.8B
- Clients
- 17
- Avg AUM / client
- $280M
- Accounts
- 17
- Employees
- 79
AUM over time
Annual snapshots from Form ADV filings · as of Jun 03, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 4 | $1.4B | 29.7% |
| Pooled investment vehicles (non-investment companies) | 3 | $595M | 12.5% |
| Pension and profit sharing plans | 8 | $1.8B | 38.6% |
| State or municipal government entities | 2 | $910M | 19.1% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Central Pension Fund Of The Iuoe & Participating Employers Board Of Trustees Of The Cpf Of The Iuoe And Participating Employers | 2024 | |
| Shell Pension Plan Shell Usa, Inc. | 2024 | |
| The Southern Company Pension Plan Southern Company Services, Inc. | 2024 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Cunningham, Andrew, Paul | Chief Compliance Officer | Oct 2019 (7y) | Less than 5% | |
| Prins, Marcel, (Nmn) | Board Member, President | Nov 2022 (4y) | Less than 5% | |
| Badjie, Malick, D (Mio) | Board Member, Treasurer | Jan 2024 (3y) | Less than 5% | |
| Alcantara Vazquez, Ignacio, Alejandro | Business Manager | Mar 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Robeco Holding Bv | Sole Shareholder | Jul 2020 | A | 75% or more |
| Orix Corporation Europe N.V. (Fka Robeco Groep N.V.) | Sole Shareholder | Dec 2014 | B | ≈ 56.25% – 100% via Robeco Holding Bv |
| Orix Corporation | Sole Shareholder | Oct 2016 | B | ≈ 42.19% – 100% via Orix Corporation Europe N.V. (Fka Robeco Groep N.V.) |
| Robeco Holding Bv | Sole Shareholder | Dec 2014 | B | ≈ 56.25% – 100% via Robeco Holding Bv |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Orix Corporation Europe N.V. (Fka Robeco Groep N.V.): 75% – 100% of Robeco Holding Bv × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Orix Corporation: 75% – 100% of Orix Corporation Europe N.V. (Fka Robeco Groep N.V.) × 75% – 100% of Robeco Holding Bv × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Robeco Holding Bv: 75% – 100% of Robeco Holding Bv × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Central Pension Fund Of The Iuoe & Participating Employers | Board Of Trustees Of The Cpf Of The Iuoe And Participating Employers | 104,686 | $27.4B | 02/01/2024 |
| Shell Pension Plan | Shell Usa, Inc. | 11,963 | $9.7B | 01/01/2024 |
| The Southern Company Pension Plan | Southern Company Services, Inc. | 26,369 | $15.3B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/03/2026 | 1.57 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- BNY Mellon $1.9B (40% of AUM) Jun 2026
- State Street $1.3B (28% of AUM) Jun 2026
- Brown Brothers Harriman & Co. $622M (13% of AUM) Jun 2026
- J.P. Morgan $553M (12% of AUM) Jun 2026
- Northern Trust $486M (10% of AUM) Jun 2026
- Fidelity Management Trust Company $90.6M (2% of AUM) Feb 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 03, 2026.
View current Form ADV (SEC/IAPD) ↗