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They include 1,979 other individuals, 493 high-net-worth individuals and 13 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 25 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Ameritas Investment Partners offer?","answer":"Ameritas Investment Partners provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutions, pension consulting, selecting other managers and other activities.","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 Ameritas Investment Partners use?","answer":"Ameritas Investment Partners’ separately managed account assets are held at JP Morgan Chase Bank, National Association & Co. (Columbus, OH), with $13,294,393,391. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Ameritas Investment Partners have?","answer":"Ameritas Investment Partners has 7 investment adviser representatives registered with state securities authorities, out of 51 employees, and 33 perform investment advisory functions. 9 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 Ameritas Investment Partners invest in?","answer":"At the end of its last fiscal year, Ameritas Investment Partners’ separately managed accounts held 39% investment grade corporate bonds, 26% direct mortgage loans, real estate, structured mbs/abs, alternative investments., 24% derivatives, 2% exchange-traded equities, 2% U.S. government and agency bonds, 2% registered funds (mutual funds, ETFs, BDCs), 2% cash and equivalents, 1% non-exchange-traded equities, 1% high-yield corporate bonds and 1% pooled vehicles (private funds and similar). 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