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Allianz Investment Management

SEC-registered adviser since 2001Minneapolis, MNCRD 111925

74
Clients
7
Advisory staff

From Form ADV filed 11 September 2026 · data retrieved 15 October 2026SEC record

Allianz Investment Management is an investment adviser headquartered in Minneapolis, Minnesota, and registered with the SEC since 2001. Its clients include investment companies and pooled investment vehicles.

Its services include portfolio management for investment companies and portfolio management for pooled vehicles. Fee arrangements include a percentage of assets under management. Allianz Life Insurance Company of North America owns 75% or more of Allianz Investment Management, and Charles Champagne is its CEO.

Clients

Allianz Investment Management serves 74 clients, 73 of them investment companies. The average client has about $258 million with the firm.

Regulatory assets by client type
  • Investment companies73 clients95%
  • Pooled investment vehicles1 clients5%
Show client breakdown
Investment companies
Clients
73
Regulatory AUM
$18,161,865,980
Share
95.1%
Avg. per client
$248.8M
Pooled investment vehicles
Clients
1
Regulatory AUM
$929,316,100
Share
4.9%
Avg. per client
$929.3M

Total

Clients
74
Regulatory AUM
$19,091,182,080
Share
100%
Avg. per client
$258.0M

What it does

Allianz Investment Management provides portfolio management for investment companies and portfolio management for pooled vehicles. It is paid through a percentage of assets.

Allianz Investment Management advises no private funds.

100.0% of assets ($19.09B across 83 accounts) are managed with discretion. 1% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.

Custodians

Allianz Investment Management does not have custody of client assets.

Managed account assets by custodian
  • All other custodians$19.09B100%

Ownership and leadership

Allianz Life Insurance Company of North America owns 75% or more of Allianz Investment Management, and Charles Champagne is its CEO.

Who owns the firm
Allianz Investment Management LLC· the adviser
  • Allianz Life Insurance Company of North America

    Control person · since March 2001

    Owns 75% or more of Allianz Investment Management LLC

Leadership

  • Charles Champagne
    Chief Executive Officer, Governor
  • Brian Muench
    President & Managing Director
  • Molly Mai
    Chief Financial Officer
  • James Nelson
    Chief Compliance Officer
  • Amanda Farren
    Chief Legal Officer and Secretary
  • Jean-Roch Sibille
    Chair, Governor
  • Corey Walther
    Governor

Staff

  • 50 employees
  • 7 in advisory functions
  • 7 broker-dealer reps

Fees

Allianz Investment Management is paid through a percentage of assets under management.

Allianz Investment Management’s fee rates are not included in this profile. Find its brochure on the SEC’s site.

Offices and registrations

Besides its headquarters, Allianz Investment Management has 0 offices, with 1 listed address in 1 state.

Listed office addresses by state

Minnesota · 1 listed address

  • 5701 Golden Hills Drive, MinneapolisHQ

Other business names

Allianz Investment Management has reported 1 other business name to the SEC.

  • Allianzim

Registration details

Legal name
Allianz Investment Management LLC
Headquarters
5701 Golden Hills Drive, Minneapolis, MN 55416-1297
Website
Not reported
SEC file
801-60167
Structure
Minnesota LLC
Fiscal year end
December

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov

Common questions

How many clients does Allianz Investment Management have?

Allianz Investment Management has 74 clients and manages $19.1 billion for them, as of September 2026. They include 73 investment companies and 1 pooled investment vehicles.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 11 September 2026

What services does Allianz Investment Management offer?

Allianz Investment Management provides portfolio management for investment companies and portfolio management for pooled vehicles.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

How many financial advisors does Allianz Investment Management have?

Allianz Investment Management has 0 investment adviser representatives registered with state securities authorities, out of 50 employees, and 7 perform investment advisory functions. 7 are registered representatives of a broker-dealer and 0 are licensed insurance agents.

Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file

Who owns Allianz Investment Management?

Allianz Investment Management is owned through a chain of holding companies by Allianz Se. Its direct owner is Allianz Life Insurance Company of North America (75% or more).

Source: Form ADV Part 1A, Schedules A and B, filed 11 September 2026

How does Allianz Investment Management get paid?

Allianz Investment Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.

Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file

Sources

  1. Form ADV Part 1A, amendment filed 11 September 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. IAPD firm record, CRD 111925.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since.

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This profile is compiled from public regulatory filings and is provided for informational purposes only. Niva Wealth is not affiliated with Allianz Investment Management LLC and makes no representation about the quality of its services. Figures reflect the filing dates shown and may have changed. Ownership percentages are the bands reported to the SEC, not exact figures.