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Jeremy Michael Borchers

Knights Of Columbus Asset Advisors LLC

West Point, NE

New Haven, CT

CRD 7324424

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Employer firm

Knights Of Columbus Asset Advisors LLC CRD 174129

$30.5B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Knights Of Columbus Asset Advisors Llc

One Columbus Plaza, New Haven, CT 06510 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2021-09-17
NE RA APPROVED 2021-01-19
  • IA RA
    APPROVED
    Since 2021-09-17
  • NE RA
    APPROVED
    Since 2021-01-19

Branch Locations

West Point, NE • United States

One Columbus Plaza, New Haven, CT 06510 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Knights Of Columbus New Haven CT 11/2015 Present
  • 11/2015 → Present
    Knights Of Columbus
    New Haven, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-12-29
  • S65 Uniform Investment Adviser Law Examination
    2020-12-29
Other Names
  • Jeremy Borchers

View on SEC IAPD

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