Waddell & Reed Investments

Waddell & Reed Investments is a alternative asset management company based in Overland Park, KS. They operate 3 private funds and have approximately $31.82 billion in total assets under management (AUM). You can view more information on Waddell & Reed Investments including private fund info, contact info, top management and executives, website, email addresses, and more below:

Contact Details for Waddell & Reed Investments

Waddell & Reed Investments
6300 Lamar Ave
Overland Park, KS 66202
United States

Phone: 913-236-2000
Fax: 913-236-3787
Website: http://www.waddell.com

Overview of Waddell & Reed Investments

Org. Type: Corporation

Registration Country: United States

SEC#: 801-40372

Org#: 106343

Legal Issues: A federal, state or foreign financial regulatory agency has found an employee or advisory affiliate to have been involved in a violation of SEC or CFTC regulations or statutes. A federal, state or foreign financial regulatory agency has entered an order against an employee or advisory affiliate in connection with investment-related activity. A self-regulatory organization or commodities exchange has found an employee or advisory affiliaite to been involved in a violation of its rules other than a violation designated as a minor rule violation under a plan approved by the SEC.

Company Type: Other

Pooled Investments: Up to 10 percent

Private Funds Managed(3): Waddell Reed Small Company Growth Fund Llc, Waddell Reed Asset Strategy Fund Llc , Waddell Reed Large Company Growth Fund Llc

Ownership/Leadership of Waddell & Reed Investments

Waddell & Reed Inc.	Shareholder
John Earl Sundeen	Executive Vice President, Chief Administrative Officer & Director
Thomas William Butch	Senior Vice President, Chief Marketing Officer
Brent Kyle Bloss	Senior Vice President, Chief Financial Officer, Treasurer & Director
Jon-Jason Richie	Vice President And Chief Compliance Officer
Wendy Jacqueline Hills	Senior Vice President & General Counsel
Philip James Sanders	President, Director, Chairman Of The Board, Chief Executive Officer & Chief Investment Officer
Daniel Ganteanme Scherman	Senior Vice President & Chief Risk Officer

Waddell & Reed Investments Key Stats and Charts

Discretionary AUM: $31.82 billion

Rank: 176 out of 6900 private fund companies

Total AUM: $31.82 billion

Rank: 190 out of 6900 private fund companies

# of Accounts: 86

Rank: 784 out of 6900 private fund companies

Average Account Size: 369953386.767

Rank: 533 out of 6900 private fund companies

# of Employees: 150

Rank: 251 out of 6900 private fund companies

# of Private Funds: 3

Rank: 2465 out of 6900 private fund companies

Waddell & Reed Investments – Fund and Executive Details