Firm profile

NORDEA INVESTMENT MANAGEMENT NORTH AMERICA, INC.

NEW YORK, NYCRD 116837Latest ADV April 27, 2026

Nordea Investment Management North America, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in New York, NY. Its latest Form ADV filing, dated April 27, 2026, reports $1.1B in regulatory assets under management, 4 employees, and 5 accounts.

Assets Under Management
$1.1B
Employees
4
Offices
--
Total Clients
<5
Primary office
NEW YORK, NY
1211 AVENUE OF THE AMERICAS, 23RD FLOOR, NEW YORK, NY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links
Phone(212) 318-9300
WebsiteNot reported
LinkedInNot reported

Leadership

3 roles identified
CEOChristopher G. Spitler
CCOJames P. O'connor
CFOJarrett G. Singer

Advisory services offered

2 types reported
Portfolio management for businesses
Portfolio management for investment companies

Fee models offered

1 types reported
Asset based fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentInvestment Cos. represent 100.0% of total clients.
Top client categories% of clientsClients
1
Investment Cos.
100.0%
1
Categories with <5 clients
State or municipal government entities (including govt. pension plans)<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.1Bas of April 27, 2026
Discretionary100.0%
$1.1B
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.

Total AUM$1.1B
Total Accounts5
10Y AUM Change$-863M (-45.0%)

Employee Growth by Quarter

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

Total Employees4
Clients per Employee0:1
10Y Employee Change0 (0.0%)

* 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.