Trustage Investment Management is an SEC registered investment adviser organized as a corporation with a primary office location in Madison, WI. Its latest Form ADV filing, dated March 27, 2026, reports $39.5B in regulatory assets under management, 62 employees, 1 office, and 349 accounts.
Top client segmentPension Plans represent 94.8% of total clients.
Top client categories% of clientsClients
1
Pension Plans
94.8%
331
2
Corporations
2.9%
10
3
Insurance Cos.
2.3%
8
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$39.5Bas of March 27, 2026
Discretionary92.6%
$36.6B
93% of total RAUM92.6%
Non-discretionary7.4%
$2.9B
7% of total RAUM7.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$39.5B
Total Accounts349
10Y AUM Change+$22.8B (+137.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees62
Clients per Employee6:1
10Y Employee Change+7 (+12.7%)
* 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.