Clients
Knights of Columbus Asset Advisors serves 6,094 clients, 6,071 of them individuals. The average client has about $5 million with the firm.
- Individuals6,071 clients3%
- Investment companies9 clients4%
- Insurance companies0 clients90%
- OtherHigh-net-worth individuals, Pooled investment vehicles, Pension and profit-sharing plans, Charitable organizations, State or municipal government entities2%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 6,071 | $956,027,893 | 3.1% | $157K |
| High-net-worth individuals | 0 | $6,165,776 | 0.0% | — |
| Investment companies | 9 | $1,278,312,426 | 4.2% | $142.0M |
| Pooled investment vehicles | 4 | $417,266,075 | 1.4% | $104.3M |
| Pension and profit-sharing plans | 0 | $82,704,242 | 0.3% | — |
| Charitable organizations | 10 | $168,540,643 | 0.6% | $16.9M |
| State or municipal government entities | 0 | $73,296,268 | 0.2% | — |
| Insurance companies | 0 | $27,532,508,421 | 90.2% | — |
| Total | 6,094 | $30,514,821,744 | 100% | $5.01M |
- Clients
- 6,071
- Regulatory AUM
- $956,027,893
- Share
- 3.1%
- Avg. per client
- $157K
- Clients
- 0
- Regulatory AUM
- $6,165,776
- Share
- 0.0%
- Avg. per client
- —
- Clients
- 9
- Regulatory AUM
- $1,278,312,426
- Share
- 4.2%
- Avg. per client
- $142.0M
- Clients
- 4
- Regulatory AUM
- $417,266,075
- Share
- 1.4%
- Avg. per client
- $104.3M
- Clients
- 0
- Regulatory AUM
- $82,704,242
- Share
- 0.3%
- Avg. per client
- —
- Clients
- 10
- Regulatory AUM
- $168,540,643
- Share
- 0.6%
- Avg. per client
- $16.9M
- Clients
- 0
- Regulatory AUM
- $73,296,268
- Share
- 0.2%
- Avg. per client
- —
- Clients
- 0
- Regulatory AUM
- $27,532,508,421
- Share
- 90.2%
- Avg. per client
- —
Total
- Clients
- 6,094
- Regulatory AUM
- $30,514,821,744
- Share
- 100%
- Avg. per client
- $5.01M
What it does
Knights of Columbus Asset Advisors provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions, pension consulting and selecting other managers. It is paid through a percentage of assets.
Knights of Columbus Asset Advisors advises 9 private funds.
100.0% of assets ($30.51B across 8,074 accounts) are managed with discretion. $675K sits in a wrap fee program the firm both sponsors and manages. 0% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
What the accounts hold
- Stocks4%
- Bonds88%
- Investment grade corporate bonds62%
- U.S. government and agency bonds17%
- State and local bonds9%
- Cash2%
- Other6%
- Investments in private placements and partnerships.6%
Custodians
Knights of Columbus Asset Advisors’ client accounts are held mainly at Bank of New York Mellon, with 80% of managed assets, and CIBC Mellon Trust, with 10%. Knights of Columbus Asset Advisors has custody of $417.3M for 4 clients.
- Bank of New York MellonBank of New York Mellon · Syracuse, NY · $24.50B80%
- CIBC Mellon TrustCIBC Mellon Trust Company · Toronto · $3.04B10%
- All other custodians$2.98B10%
Ownership and leadership
Knights of Columbus Asset Advisors Holdco LLC owns 75% or more of Knights of Columbus Asset Advisors.
- Owns 75% or more of Knights of Columbus Asset Advisors LLC
Knights of Columbus Asset Advisors Holdco LLC
Control person · since October 2014
- Owns 75% or more of Knights of Columbus Asset Advisors Holdco LLC
Knights of Columbus
Control person · since September 2014
Leadership
- Deepak DevarajPresident and Chief Investment Officer
- Richard SheaChief Financial Officer and Chief Operations Officer
- Timothy KirwanChief Compliance Officer
- Michael VottoSpecial Counsel
Staff
- 249 employees
- 233 in advisory functions
- 223 state-registered reps
- 8 broker-dealer reps
- 206 insurance agents
Reported holdings
Knights of Columbus Asset Advisors’ reported 13F holdings total $2.00B across 386 positions, and the ten largest make up 26.9% of it.
- $2.00B
- Reported 13F value
- 386
- Positions
- 26.9%
- In the 10 largest
- +12.7%
- Value vs. prior quarter
- Nvidia Corporation5.6%
- Apple Inc.5.1%
- Microsoft Corp.3.6%
- Alphabet Inc. Cap Stk CL A2.7%
- Broadcom Inc.2.1%
- Alphabet Inc. Cap Stk CL C2.1%
- Tesla Inc.1.5%
- Welltower Inc.1.5%
- Goldman Sachs Group Inc.1.4%
- JPMORGAN Chase & CO1.4%
Together, the ten largest are 26.9% of reported value.
A 13F covers only exchange-traded long positions the firm holds with discretion, so this $2.00B is not its $30.51B in regulatory assets and does not represent any individual client's portfolio.
Fees
Knights of Columbus Asset Advisors is paid through a percentage of assets under management.
Knights of Columbus Asset Advisors’ fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Knights of Columbus Asset Advisors has 1 office, with 2 listed addresses across 2 states.
Connecticut · 1 listed address
- One Columbus Plaza, New HavenHQ
Massachusetts · 1 listed address
- 33 Arch Street, Boston
Other business names
Knights of Columbus Asset Advisors has reported 1 other business name to the SEC.
- Boston Advisors
Registration details
- Legal name
- Knights of Columbus Asset Advisors LLC
- Headquarters
- One Columbus Plaza, New Haven, CT 06510
- Phone
- 203-752-4502
- Website
- Not reported
- SEC file
- 801-80844
- Structure
- Delaware 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 Knights of Columbus Asset Advisors have?
Knights of Columbus Asset Advisors has 6,094 clients and manages $30.5 billion for them, as of March 2026. They include 6,071 individuals, 10 charitable organizations and 9 investment companies.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does Knights of Columbus Asset Advisors offer?
Knights of Columbus Asset Advisors provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions, pension consulting and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Knights of Columbus Asset Advisors use?
Knights of Columbus Asset Advisors’ separately managed account assets are held at Bank of New York Mellon (Syracuse, NY), with $24,495,748,286 and CIBC Mellon Trust Company (Toronto), with $3,043,019,672. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026
How many financial advisors does Knights of Columbus Asset Advisors have?
Knights of Columbus Asset Advisors has 223 investment adviser representatives registered with state securities authorities, out of 249 employees, and 233 perform investment advisory functions. 8 are registered representatives of a broker-dealer and 206 are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Knights of Columbus Asset Advisors invest in?
At the end of its last fiscal year, Knights of Columbus Asset Advisors’ separately managed accounts held 62% investment grade corporate bonds, 17% U.S. government and agency bonds, 9% state and local bonds, 6% investments in private placements and partnerships., 4% exchange-traded equities and 2% cash and equivalents. It advises 9 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Knights of Columbus Asset Advisors?
Knights of Columbus Asset Advisors is owned through a holding company by Knights of Columbus. Its direct owner is Knights of Columbus Asset Advisors Holdco LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does Knights of Columbus Asset Advisors get paid?
Knights of Columbus Asset 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