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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
FL RA APPROVED 2022-05-17
  • FL RA
    APPROVED
    Since 2022-05-17

Branch Locations

Oldsmar, FL • 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 Insurance New Haven CT 04/2018 Present
4Th Source Tampa FL 08/2016 08/2017
Us Army Reserves Pinellas Park FL 11/2001 04/2018
Knights Of Columbus Asset Advisors New Haven CT 04/2021 Present
  • 04/2018 → Present
    Knights Of Columbus Insurance
    New Haven, CT
  • 08/2016 → 08/2017
    4Th Source
    Tampa, FL
  • 11/2001 → 04/2018
    Us Army Reserves
    Pinellas Park, FL
  • 04/2021 → Present
    Knights Of Columbus Asset Advisors
    New Haven, CT
Other Businesses

Knights of Columbus Insurance

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-04-23
  • S65 Uniform Investment Adviser Law Examination
    2022-04-23

View on SEC IAPD

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