Robeco Investment Management, Inc. (New York)


Robeco Investment Management, Inc. is a large advisory firm based in New York. It manages $79.29 billion of regulatory assets for 1,443 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Arizona, California, Connecticut, and 17 other states.

Robeco Investment Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Robeco Investment Management: assets under management

The assets under management (AUM) of Robeco Investment Management, Inc. is $79.29 billion. The firm's AUM has grown by 179% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $75.53 billion in discretionary accounts and $3.75 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $53.08 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $187.69 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Robeco Investment Management, Inc. 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.

Careers at Robeco Investment Management, Inc.

Lena Maria Teuntje Boeren has been acting as President since 1 Dec 2007. David Andrew Steyn joined the executive team most recently as the Director.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Mary Ann C. Iudice Chief compliance officer 1 Sep 2004 Other 2796437
William John Kelly Chief executive officer 1 Feb 2005 Other 4361587
Daniel Swigart Vandivort President-rim & cio-wpg division 1 Feb 2005 Other 1261848
George Moller Director 1 Feb 2005 Other 4914219
Cornelis Theodorus Leonardus Korthout Director 1 Feb 2005 Other 3114544
William George Butterly Secretary & general counsel 1 Mar 2005 Other 2357915
Roland Toppen Treasurer and chief financial officer 1 Apr 2005 Other 4935332
Inc. Robeco Us Holding Sole shareholder 1 Jan 2006 75% - 100% foreign
Joseph F. Feeney Management committee member 1 Oct 2006 Other 5253812
Paul Desmond Heathwood Management committee member 1 Nov 2006 Other 4123255
Davis Barr Clayson Management committee member 1 Nov 2006 Other 2072297
Franciscus Lucus Kusse Statutory director 1 Jan 2007 Other 5276368
James Allison Ramsay Management committee member 1 Jan 2007 Other 1063991
Lena Maria Teuntje Boeren Director 1 Dec 2007 Other 5481520
Leni Maria Boeren Director 1 Dec 2007 Other 5481520
Mark Edward Donovan Management committee member 1 Jan 2008 Other 2437284
William George Butterly Chief operating officer and chief compliance officer 1 Jul 2008 Other 2357915
Joseph Francis Feeney Co-ceo 1 Jul 2008 Other 5253812
Mark Edward Donovan Co-ceo 1 Jul 2008 Other 2437284
Matthew John Davis Chief financial officer 1 Jul 2008 Other 2869210
Joseph F. Feeney Co-ceo 1 Jul 2008 Other 5253812
William John Kelly Chairman 1 Jul 2008 Other 4361587
Jean Louis Laurens Director 1 Jan 2009 Other 5647303
Paul Francis Healey Management committee member 1 Jul 2009 Other 4373875
Roderick Marie Stella Maris Munsters Director 1 Sep 2009 Other 5715871
Hester Borrie Director 1 Nov 2009 Other 5299599
Martin (Nmn) Mlynar Director 1 Aug 2011 Other 5970022
Martin Mlynar Director 1 Aug 2011 Other 5970022
Michiel Prinsze Director 1 Aug 2011 Other 5970021
David Andrew Steyn Director 1 Nov 2015 Other 4782847

Indirect Owners

The SEC currently registers 5 indirect owners.

Name Entity Date acquired Ownership Employer ID
Rabobank Nederland Sole shareholder 1 Feb 2001 75% - 100% foreign
Robeco Groep N.V. Sole shareholder 1 Dec 2003 75% - 100% foreign
B.V. Robeco International Holding Sole shareholder 1 Jan 2006 75% - 100% foreign
Orix Corporation Majority shareholder 1 Jul 2013 75% - 100% 13-2792249
Robeco Us Holding B.V. Sole shareholder 1 Nov 2014 75% - 100% foreign

Based in New York

The principal office where Robeco Investment Management, Inc. performs its advisory services is located at 909 Third Avenue, New York, NY 10022, which is also the mailing address of the firm. An additional office of the firm is in Los Angeles, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-908-9500 or by fax 212-908-0195. The normal business hours are 8:30 a.m. to 5:30 p.m. on Monday - Friday. You can find more information about the New York firm at boston-partners.com.