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T.ROWE PRICE INVESTMENT MANAGEMENT, INC.
CRD 314590File 801-121434
APPROVED
Custody
Filing as of Jul 1, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$204.18B
Top 10% of cohort (national)
Discretionary AUM
$204.18B
Clients
64
72 accounts
Employees
112
Top 10% of cohort in MD
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jun 7, 2021
- Principal office
- 1307 POINT STREET, BALTIMORE, MD, 21231
- Phone
- 410-345-2000
- Website
- HTTP://WWW.TROWEPRICE.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $204.18B
- Discretionary AUM
- $204.18B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 72
- Non-discretionary accounts
- 0
- Total accounts
- 72
- AUM per client
- $3.19B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $157.9M |
| Insurance companies | Fewer than 5 | $604.1M |
| Investment companies | 36 | $172.51B |
| Charitable organizations | Fewer than 5 | $85.5M |
| Pooled investment vehicles | 16 | $27.02B |
| Pension and profit sharing plans | 7 | $3.03B |
| State or municipal government entities | Fewer than 5 | $623.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
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
- Yes
- Firm Custody Clients
- Yes
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 116 | 112 | decreased by4 |
| Apr 1, 2026 | Clients | 60 | 64 | increased by4 |
| Apr 1, 2026 | AUM | $207,087,332,101 | $204,178,969,692 | decreased by$2,908,362,409 |
| Apr 1, 2026 | Accounts | 69 | 72 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 97 | 116 | increased by19 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 58 | 60 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $213,006,155,574 | $207,087,332,101 | decreased by$5,918,823,473 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 58 | 69 | increased by11 |
| Apr 1, 2022 | Employees | 0 | 97 | increased by97 |
| Apr 1, 2022 | Custody | No | Yes | |
| Apr 1, 2022 | AUM | $0 | $213,006,155,574 | increased by$213,006,155,574 |
| Apr 1, 2022 | Accounts | 0 | 58 | increased by58 |
| Jul 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ROWE PRICE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ROWE PRICE” may also match similarly-named firms). Confirm identity against each filing.
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.