Clients
Federated Investment Management serves 71 clients. The average client has about $8.31 billion with the firm.
- Investment companies71 clients100%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Investment companies | 71 | $590,095,811,057 | 100.0% | $8.31B |
| Total | 71 | $590,095,811,057 | 100% | $8.31B |
- Clients
- 71
- Regulatory AUM
- $590,095,811,057
- Share
- 100.0%
- Avg. per client
- $8.31B
Total
- Clients
- 71
- Regulatory AUM
- $590,095,811,057
- Share
- 100%
- Avg. per client
- $8.31B
What it does
Federated Investment Management provides portfolio management for investment companies and selecting other managers. It is paid through a percentage of assets and other arrangements.
Federated Investment Management advises no private funds.
100.0% of assets ($590.10B across 71 accounts) are managed with discretion. 0% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
Custodians
Federated Investment Management does not have custody of client assets.
- All other custodians$590.10B100%
Ownership and leadership
Fii Holdings, Inc. owns 75% or more of Federated Investment Management.
- Owns 75% or more of Federated Investment Management Company
Fii Holdings, Inc.
Control person · since December 1989
- Owns 75% or more of Fii Holdings, Inc.
Federated Hermes, Inc.
Control person · since March 1983
Leadership
- Deborah CunninghamExec. Vice President/CIO-Money Markets
- Paul UhlmanTrustee, President, CEO
- Stephen Van MeterChief Compliance Officer
- John DonahueTrustee, Chairman
- Thomas DonahueTrustee, Treasurer
- John FisherChairman
- James GallagherTrustee
- Richard GalloCIO - Global Fixed Income
- George MageraSecretary
Staff
- 106 employees
- 106 in advisory functions
- 2 soliciting firms
Fees
Federated Investment Management is paid through a percentage of assets under management and other.
Federated 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, Federated Investment Management has 0 offices, with 1 listed address in 1 state.
Pennsylvania · 1 listed address
- 1001 Liberty Avenue, PittsburghHQ
Registration details
- Legal name
- Federated Investment Management Company
- Headquarters
- 1001 Liberty Avenue, Pittsburgh, PA 15222-3779
- Phone
- 412-288-1900
- Website
- Not reported
- SEC file
- 801-34612
- Structure
- Delaware other (specify)
- 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 Federated Investment Management have?
Federated Investment Management has 71 clients and manages $590.1 billion for them, as of May 2026.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 21 May 2026
What services does Federated Investment Management offer?
Federated Investment Management provides portfolio management for investment companies and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Federated Investment Management have?
Federated Investment Management has 0 investment adviser representatives registered with state securities authorities, out of 106 employees, and 106 perform investment advisory functions. None are registered representatives of a broker-dealer or 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 Federated Investment Management?
Federated Investment Management is owned through a holding company by Federated Hermes, Inc. Its direct owner is Fii Holdings, Inc. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 21 May 2026
How does Federated Investment Management get paid?
Federated Investment Management is paid through a percentage of assets under management and other arrangements. 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
