Vaughan Nelson Investment Management, L.P. is an SEC registered investment adviser organized as a limited partnership with a primary office location in Houston, TX. Its latest Form ADV filing, dated March 30, 2026, reports $12.2B in regulatory assets under management, 53 employees, 1 office, and 379 accounts.
Assets Under Management
$12.2B
Employees
53
Offices
1 office
Total Clients
379
Primary office
HOUSTON, TX
600 TRAVIS, SUITE 3800, HOUSTON, TX, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 40.9% of total clients.
Top client categories% of clientsClients
1
HNWI
40.9%
155
2
Charitable
19.8%
75
3
Corporations
16.6%
63
4
Pension Plans
5.0%
19
5
Individuals
4.0%
15
Categories with <5 clients
Banking or thrift institutions<5 clients
Sovereign wealth funds and foreign official institutions<5 clients
WRAP WITH TRADING RESP<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$12.2Bas of March 30, 2026
Discretionary100.0%
$12.2B
100% of total RAUM100.0%
Non-discretionary0.0%
$6M
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$12.2B
Total Accounts379
10Y AUM Change$-305M (-2.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees53
Clients per Employee7:1
10Y Employee Change+13 (+32.5%)
* 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.