Thornburg Investment Management Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Santa Fe, NM. Its latest Form ADV filing, dated March 27, 2026, reports $54.5B in regulatory assets under management, 219 employees, and 635 accounts.
Assets Under Management
$54.5B
Employees
219
Offices
--
Total Clients
635
Primary office
SANTA FE, NM
2300 NORTH RIDGETOP ROAD, SANTA FE, NM, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 47.2% of total clients.
Top client categories% of clientsClients
1
Individuals
47.2%
300
2
HNWI
29.4%
187
3
Corporations
8.2%
52
4
Pooled Investment Vehicles
5.5%
35
5
Investment Cos.
3.9%
25
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$54.5Bas of March 27, 2026
Discretionary100.0%
$54.5B
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$54.5B
Total Accounts635
10Y AUM Change+$5.5B (+11.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees219
Clients per Employee3:1
10Y Employee Change+24 (+12.3%)
* 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.