{"url":"https://nivawealth.com/firms/american-beacon-advisors-105552","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/105552","regulatoryAum":59930253237,"crd":"105552","secFileNumber":"801-29198","legalName":"American Beacon Advisors, Inc.","displayName":"American Beacon Advisors","website":"https://www.americanbeaconadvisors.com","linkedinUrl":"https://www.linkedin.com/company/american-beacon-advisors","founded":null,"organization":"Delaware corporation","fiscalYearEnd":"December","headquarters":{"street":"220 East Las Colinas BLVD., Suite 1200","city":"Irving","state":"TX","stateName":"Texas","country":"United States","postalCode":"75039-5500"},"tradeNames":["American Beacon Partners"],"registration":{"secApproved":"10 March 1987","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":121,"advisory":12,"brokerDealerReps":48,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":59930253237,"discretionaryAccounts":65,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Investment companies","clients":3,"regulatoryAum":19083243591},{"label":"Pooled investment vehicles","clients":1,"regulatoryAum":1032723179},{"label":"Pension and profit-sharing plans","clients":2,"regulatoryAum":14357128924},{"label":"State or municipal government entities","clients":1,"regulatoryAum":120371689},{"label":"Corporations and other businesses","clients":4,"regulatoryAum":25336785854}],"fees":[],"feeNotes":[],"custodians":[{"name":"State Street Bank and  Trust Company","shortName":"State Street Bank and  Trust","location":"Boston, MA","smaAssets":23451842195},{"name":"JP Morgan Chase Bank","shortName":"J.P. Morgan","location":"New York, NY","smaAssets":8000488604}],"custodyNote":"American Beacon Advisors does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Rosemary Behan","title":"Chief Legal Officer, Senior Vice President and Secretary","crd":"5255537"},{"name":"Christina Sears","title":"Chief Compliance Officer and Senior Vice President","crd":"2708589"},{"name":"Gregory Stumm","title":"President and CEO, Director","crd":"4730753"},{"name":"John Linnehan","title":"Chief Financial Officer and Treasurer","crd":"2308361"},{"name":"Rebecca Harris","title":"Chief Operating Officer","crd":"5255524"},{"name":"Patrick Bartels","title":"Director","crd":"4625688"},{"name":"Jame Donath","title":"Director","crd":"2782998"},{"name":"Richard Goldman","title":"Director","crd":"4408256"},{"name":"Kirstin Schrag","title":"Director","crd":"3276506"}],"ownership":[{"label":"Resolute Investment Managers, Inc.","detail":"Sole shareholder in the 75% or more ownership band and a control person, since April 2015."},{"label":"Resolute Acquisition, Inc.","detail":"Indirect owner: a shareholder of Resolute Investment Managers, Inc. in the 75% or more band and a control person, since April 2015.","parent":"Resolute Investment Managers, Inc."},{"label":"Resolute Topco, Inc.","detail":"Indirect owner: a shareholder of Resolute Acquisition, Inc. in the 75% or more band and a control person, since April 2015.","parent":"Resolute Acquisition, Inc."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"officesByState":[{"state":"Texas","offices":1,"addresses":[{"street":"220 East Las Colinas BLVD., Suite 1200","city":"Irving","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"817-391-6100","stateRegisteredReps":3,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Portfolio management for investment companies","Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients","Selection of other advisers (including private fund managers)"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":10},{"label":"U.S. government/agency bonds","percent":5},{"label":"Investment grade corporate bonds","percent":12},{"label":"Derivatives","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":5},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":1},{"label":"Cash and cash equivalents","percent":56},{"label":"Other","percent":10,"detail":"Other Represents Private Equity and Private Credit"}],"privateFunds":0},"sources":{"adv1FilingDate":"26 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/105552/PDF/105552.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does American Beacon Advisors have?","answer":"American Beacon Advisors has 11 clients and manages $59.9 billion for them, as of March 2026. They include 4 corporations and other businesses, 3 investment companies and 2 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 26 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does American Beacon Advisors offer?","answer":"American Beacon Advisors provides portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does American Beacon Advisors use?","answer":"American Beacon Advisors’ separately managed account assets are held at State Street Bank and  Trust Company (Boston, MA), with $23,451,842,195 and JP Morgan Chase Bank (New York, NY), with $8,000,488,604. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does American Beacon Advisors have?","answer":"American Beacon Advisors has 3 investment adviser representatives registered with state securities authorities, out of 121 employees, and 12 perform investment advisory functions. 48 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does American Beacon Advisors invest in?","answer":"At the end of its last fiscal year, American Beacon Advisors’ separately managed accounts held 56% cash and equivalents, 12% investment grade corporate bonds, 10% exchange-traded equities, 10% other represents private equity and private credit, 5% U.S. government and agency bonds, 5% registered funds (mutual funds, ETFs, BDCs), 1% derivatives and 1% pooled vehicles (private funds and similar). It advises no private funds of its own.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns American Beacon Advisors?","answer":"American Beacon Advisors is owned through a chain of holding companies by Resolute Topco, Inc. Its direct owner is Resolute Investment Managers, Inc. (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 26 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does American Beacon Advisors get paid?","answer":"American Beacon Advisors 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","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":{"url":"https://nivawealth.com/firms/american-beacon-advisors-105552/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-08-20","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/908758/000090875826000010/0000908758-26-000010-index.html","totalValue":13817813,"positionCount":3,"top10Share":1,"top10":[{"issuer":"KNOT OFFSHORE PARTNERS LP","titleOfClass":"COM UNITS","cusip":"Y48125101","value":8638229,"shares":865554,"shareType":"SH","priorValue":5079262,"priorShares":503895},{"issuer":"SSGA ACTIVE ETF TR","titleOfClass":"ST STR BL LN ETF","cusip":"78467V608","value":2598705,"shares":64500,"shareType":"SH"},{"issuer":"INVESCO EXCH TRADED FD TR II","titleOfClass":"SR LN ETF","cusip":"46138G508","value":2580879,"shares":126700,"shareType":"SH"}],"positionsListed":3,"positions":[{"issuer":"KNOT OFFSHORE PARTNERS LP","titleOfClass":"COM UNITS","cusip":"Y48125101","value":8638229,"shares":865554,"shareType":"SH","priorValue":5079262,"priorShares":503895},{"issuer":"SSGA ACTIVE ETF TR","titleOfClass":"ST STR BL LN ETF","cusip":"78467V608","value":2598705,"shares":64500,"shareType":"SH"},{"issuer":"INVESCO EXCH TRADED FD TR II","titleOfClass":"SR LN ETF","cusip":"46138G508","value":2580879,"shares":126700,"shareType":"SH"}]},"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}