Catholic Healthcare Investment Management Company (Clayton)

Catholic Healthcare Investment Management Company is a large advisory firm based in Clayton. It manages $27.61 billion of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Missouri.

Catholic Healthcare Investment Management Company provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Catholic Healthcare Investment Management Company: assets under management

The assets under management (AUM) of Catholic Healthcare Investment Management Company is $27.61 billion. The firm's AUM has grown by 21% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $22.18 billion in discretionary accounts and $5.43 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.77 billion each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $5.43 billion.

Catholic Healthcare Investment Management Company has custody of $13.29 billion in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Catholic Healthcare Investment Management Company for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Catholic Healthcare Investment Management Company

Joseph Raymond Impicciche has been acting as President since 1 Dec 2011. David Edward Erickson has served as the Chief Investment Officer since 1 Jan 2011. Ascension Health Alliance joined the executive team most recently as the Sole Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Anthony James Speranzo	Director	1 Jun 2010	Other	2806979
Bernice (Nmn) Coreil	Director	1 Jun 2010	Other	6037095
Robert John Henkel	Director	1 Jun 2010	Other	6037316
Bernice Coreil	Director	1 Jun 2010	Other	6037095
David Edward Erickson	Chief investment officer	1 Jan 2011	Other	2670296
Joseph R. Impicciche	Chief compliance officer	1 Nov 2011	Other	6001986
Ascension Health Alliance	Sole shareholder	1 Dec 2011	75% - 100%	45-3358926
Joseph Raymond Impicciche	Director	1 Dec 2011	Other	6001986
Amanda Elizabeth White	Chief compliance officer	1 Feb 2012	Other	4624627
Todd Michael Wayne Turall	General counsel	1 Oct 2013	Other	5004392
Ascension Health Alliance	Sole member	1 Dec 2013	75% - 100%	45-3358926

Based in Clayton

The principal office where Catholic Healthcare Investment Management Company performs its advisory services is located at 101 S. Hanley Rd., Clayton, MO 63105, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.