← Directory
THORNBURG INVESTMENT MANAGEMENT INC
CRD 106357File 801-17853
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$54.45B
Top 10% of cohort (national)
Discretionary AUM
$54.45B
Clients
613
635 accounts
Employees
219
Top 10% of cohort in NM
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Oct 15, 1982
- Principal office
- 2300 NORTH RIDGETOP ROAD, SANTA FE, NM, 87506
- Phone
- 505-467-7283
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $54.45B
- Discretionary AUM
- $54.45B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 635
- Non-discretionary accounts
- 0
- Total accounts
- 635
- AUM per client
- $88.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 52 | $338.9M |
| Investment companies | 25 | $49.53B |
| Charitable organizations | 8 | $5.1M |
| Other investment advisers | 6 | $42.6M |
| High net worth individuals | 187 | $385.8M |
| Pooled investment vehicles | 35 | $2.50B |
| Individuals (other than high net worth individuals) | 300 | $864.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11
- Q11D2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 635 | 613 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.