Data / Investment advisers / New Mexico / Thornburg Investment Management Inc
Thornburg Investment Management Inc, Santa Fe, NM: $54.5 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Thornburg Investment Management Inc is an SEC registered investment adviser with its main office in Santa Fe, New Mexico and reports $54.5 billion in regulatory assets under management in its Form ADV filed March 27, 2026. Its clients include investment companies, pooled investment vehicles and individuals. It is paid through a percentage of assets under management. It advises 2 private funds.
The request: Watch Thornburg Investment Management Inc (CRD number 106357): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 106357
- SEC file number
- 801-17853
- SEC status
- Approved, effective October 15, 1982
- Main office
- 2300 North Ridgetop Road, Santa Fe, NM 87506
- Phone
- (505) 467-7283
- Regulatory AUM
- $54,452,002,823 in the Form ADV filed March 27, 2026
- Discretionary AUM
- $54,452,002,823
- Accounts
- 635
- Employees
- 219, of which 40 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Private funds
- 2: 1 real estate fund, 1 other private fund
- Gross assets of private funds
- $52,633,544
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions
- Latest Form ADV filing
- March 27, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 25 | $49.53 billion |
| Pooled investment vehicles | 35 | $2.50 billion |
| Individuals (other than high net worth individuals) | 300 | $864.4 million |
| High net worth individuals | 187 | $385.8 million |
| Corporations or other businesses | 52 | $338.9 million |
| Other investment advisers | 6 | $42.6 million |
| Charitable organizations | 8 | $5.1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $54.45 billion | March 27, 2026 |
| December 1, 2025 | $45.29 billion | November 6, 2025 |
Other advisers in New Mexico
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Ulrich Investment Consultants | Albuquerque | $3.62 billion | Not listed | adviserinfo.sec.gov |
| John Moore & Associates Inc | Albuquerque | $1.03 billion | Not listed | adviserinfo.sec.gov |
| Redw Wealth LLC | Albuquerque | $869.2 million | Not listed | adviserinfo.sec.gov |
| Zanetti Financial, LLC | Albuquerque | $809.4 million | Not listed | adviserinfo.sec.gov |
| Westwind Capital | Las Cruces | $795.9 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New Mexico
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving investment companies
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Thornburg Investment Management Inc on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.