40/86 Advisors, Inc.
● SEC registered since 1982CRD 107740SEC# 801-17857Carmel, IN
Ranks #413 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$30.5B
Fund GAV
$298.8M
Private funds
3
Employees
84
Accounts
13
Location
Carmel, IN
40/86 Advisors, Inc. assets under management
40/86 Advisors, Inc. is an SEC-registered investment adviser based in Carmel, IN. The firm has been registered since 1982. It reports $30.5 billion in regulatory assets under management and employs 84 people. 40/86 Advisors, Inc. manages 3 private funds with combined gross assets of $298.8 million, including Creeksource 2024-1 (dunes Creek) CLO, Ltd. By regulatory assets, it ranks 413 of 6,004 private fund managers.
40/86 Advisors, Inc. private funds
3 funds · $298.8M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Creeksource 2024-1 (dunes Creek) CLO, Ltd. | Securitized Asset | $298.8M | $250K |
| Bean Creek CLO, Ltd | Securitized Asset | $610 | $100K |
| Clear Creek CLO, Ltd | Securitized Asset | — | $250K |
40/86 Advisors, Inc. owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cno Financial Group, Inc. Control | Sole Shareholder | Over 75% | 1987 |
| Eric Ronald Johnson Control | Director, President And Chief Investment Officer | Under 5% | 2003 |
| Jesse Edward Horsfall Control | Senior Vice President, Portfolio Management | Under 5% | 2007 |
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Join to unlock · $37/moFrequently asked questions
How much does 40/86 Advisors, Inc. manage?
40/86 Advisors, Inc. reports $30.5 billion in regulatory assets under management on its Form ADV.
How many private funds does 40/86 Advisors, Inc. manage?
40/86 Advisors, Inc. manages 3 private funds with combined gross assets of $298.8 million.
How many employees does 40/86 Advisors, Inc. have?
40/86 Advisors, Inc. reports 84 employees.
Where is 40/86 Advisors, Inc. located?
40/86 Advisors, Inc. is based in Carmel, IN and has been SEC-registered since 1982.
Does 40/86 Advisors, Inc. disclose fund performance?
40/86 Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 11299 Illinois Street, Suite 200, Carmel, IN 46032 |
| Phone | 317-817-4086 |
| Fax | 317-817-5039 |
| Office hours | 8:00a.m. To 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Umbrella registration | Yes |
| Discloses disciplinary history | No |
Regulatory AUM
$30.5B▲ 4%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 4%
Larger than 96% of 16,271 advisers
AUM vs fund managersTop 7%
Larger than 93% of 6,004 private-fund managers
Number of fundsTop 53%
More funds than 47% of fund managers
EmployeesTop 8%
More than 92% of 16,825 advisers
Assets under management
$30.5Bregulatory AUM
Discretionary $30.5B
Service providers
Auditor
Custodian
Administrator