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U.S. Bancorp Investments, Inc.

CRD 17868SEC# 801-68122Saint Paul, MN
Export (members)
No longer SEC-registered. U.S. Bancorp Investments, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$22.94B
Employees
2,148
Accounts
65,208
Location
Saint Paul, MN

U.S. Bancorp Investments, Inc. assets under management

U.S. Bancorp Investments, Inc. is an SEC-registered investment adviser based in Saint Paul, MN. It reports $22.9 billion in regulatory assets under management and employs 2,148 people.

U.S. Bancorp Investments, Inc. owners & executives

13 reported
NameTitleOwnershipSince
Blair Donald Jr. Shwedo ControlDirectorUnder 5%2026
Douglas Lee Jr Connor ControlDirectorUnder 5%2026
Eileen Bejasa ControlChief Operations Officer And DirectorUnder 5%2026
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Frequently asked questions

How much does U.S. Bancorp Investments, Inc. manage?

U.S. Bancorp Investments, Inc. reports $22.9 billion in regulatory assets under management on its Form ADV.

How many employees does U.S. Bancorp Investments, Inc. have?

U.S. Bancorp Investments, Inc. reports 2,148 employees.

Where is U.S. Bancorp Investments, Inc. located?

U.S. Bancorp Investments, Inc. is based in Saint Paul, MN.

Does U.S. Bancorp Investments, Inc. disclose fund performance?

U.S. Bancorp Investments, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address60 Livingston Avenue, Ep-Mn-N2wc, Saint Paul, MN 55107
Office hours8:00 a.m. To 5:00 p.m.
Discloses disciplinary historyYes

Regulatory AUM

$22.94B▲ 45%
Jan '25 — $15.87BFeb '25 — $15.87BMar '25 — $19.3BApr '25 — $19.3BMay '25 — $19.3BJun '25 — $19.3BJul '25 — $19.3BAug '25 — $19.3BSep '25 — $19.3BOct '25 — $19.3BNov '25 — $19.3BDec '25 — $19.3BJan '26 — $19.3BFeb '26 — $19.3BMar '26 — $22.94BApr '26 — $22.94BMay '26 — $22.94BJun '26 — $22.94B
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 5%
Larger than 95% of 16,271 advisers
EmployeesTop 1%
More than 99% of 16,825 advisers

Assets under management

$22.94Bregulatory AUM
Discretionary $7.99BNon-discretionary $14.95B