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Towers Watson Investment Services, Inc.

● SEC registered since 1994CRD 110473SEC# 801-46008Chicago, IL
Export (members)
Ranks #247 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$62.67B
Fund GAV
$11.69B
Private funds
11
Employees
239
Accounts
138
Location
Chicago, IL

Towers Watson Investment Services, Inc. assets under management

Towers Watson Investment Services, Inc. is an investment advisory firm registered with the SEC based in Chicago, IL. The firm has been registered since 1994. It reports $62.7 billion in regulatory assets under management and employs 239 people. Towers Watson Investment Services, Inc. manages 11 private funds with combined gross assets of $11.7 billion, including Wtw Diversified Credit Fund LP. By regulatory assets, it ranks 247 of 6,004 private fund managers.

Towers Watson Investment Services, Inc. private funds

11 funds · $11.69B GAV
FundTypeGross assetsMin.
Wtw Diversified Credit Fund LPOther Private$4.44B$100K
Wtw Real Assets Fund LPOther Private$3.25B$100K
Wtw Global Equity Focus Fund LLCOther Private$3.05B$500K
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Towers Watson Investment Services, Inc. owners & executives

16 reported
NameTitleOwnershipSince
Adina C Davis ControlSecretaryUnder 5%2020
Andrew Christopher RemijasMoney Laundering Responsible OfficerUnder 5%2020
Dragan Lazich ControlChief Compliance OfficerUnder 5%2023
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Frequently asked questions

How much does Towers Watson Investment Services, Inc. manage?

Towers Watson Investment Services, Inc. reports $62.7 billion in regulatory assets under management on its Form ADV.

How many private funds does Towers Watson Investment Services, Inc. manage?

Towers Watson Investment Services, Inc. manages 11 private funds with combined gross assets of $11.7 billion.

How many employees does Towers Watson Investment Services, Inc. have?

Towers Watson Investment Services, Inc. reports 239 employees.

Where is Towers Watson Investment Services, Inc. located?

Towers Watson Investment Services, Inc. is based in Chicago, IL and has been SEC-registered since 1994.

Does Towers Watson Investment Services, Inc. disclose fund performance?

Towers Watson Investment Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address233 South Wacker Drive, Suite 1800, Chicago, IL 60606
Phone312-288-7700
Office hours8:30 a.m. To 5:30p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Regulatory AUM

$62.67B▲ 20%
Mar '25 — $52.22BApr '25 — $52.22BMay '25 — $52.22BJun '25 — $52.22BJul '25 — $52.22BAug '25 — $52.22BSep '25 — $52.22BOct '25 — $52.22BNov '25 — $52.22BDec '25 — $52.22BJan '26 — $52.22BFeb '26 — $52.22BMar '26 — $62.67BApr '26 — $62.67BMay '26 — $62.67BJun '26 — $62.67B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 2%
Larger than 98% of 16,271 advisers
AUM vs fund managersTop 4%
Larger than 96% of 6,004 private-fund managers
Number of fundsTop 23%
More funds than 77% of fund managers
EmployeesTop 3%
More than 97% of 16,825 advisers

Assets under management

$62.67Bregulatory AUM
Discretionary $54.44BNon-discretionary $8.22B

Fund type mix

Other Private8
Hedge3

Service providers