Firm profile

NOMURA INVESTMENT MANAGEMENT BUSINESS TRUST

PHILADELPHIA, PACRD 105390Latest ADV January 14, 2026

Nomura Investment Management Business Trust is an SEC registered investment adviser with a primary office location in Philadelphia, PA. Its latest Form ADV filing, dated January 14, 2026, reports $164.3B in regulatory assets under management, 598 employees, 4 offices, and 317 accounts.

Assets Under Management
$164.3B
Employees
598
Offices
4 offices
Total Clients
316
Primary office
PHILADELPHIA, PA
610 MARKET STREET, PHILADELPHIA, PA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEOShawn K. Lytle
CCOMartin J. Wolin
CFOEugene J. Chiulli

Advisory services offered

6 types reported
Other advisory services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentInvestment Cos. represent 37.7% of total clients.
Top client categories% of clientsClients
1
Investment Cos.
37.7%
119
2
Pooled Investment Vehicles
16.8%
53
3
Corporations
15.5%
49
4
HNWI
8.2%
26
5
Government
7.6%
24
Categories with <5 clients
Sovereign wealth funds and foreign official institutions<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$164.3Bas of January 14, 2026
Discretionary100.0%
$164.3B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$164.3B
Total Accounts317
10Y AUM Change$-8.0B (-4.6%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees598
Clients per Employee1:1
10Y Employee Change+92 (+18.2%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.