AAM Company

Chicago, United States Founded: 1982 • Age: 44 yrs Acquired By Securian Financial
Diversified investment management services are provided by AAM.
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About AAM Company

AAM Company is a company based in Chicago (United States) founded in 1982 was acquired by Securian Financial in December 2014. It operates as a Professional Services. AAM Company has raised $960.82 thousand across 3 funding rounds from investors including Securian Financial, Century Equity Partners and Stone Point Capital. AAM Company offers products and services including Investment Grade Fixed Income and Specialty Asset Classes. AAM Company operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, Northwestern Mutual and Principal, among others.

  • Headquarter Chicago, United States
  • Sectors
    Financial Services
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Asset Allocation And Management Llc
Operational Areas
Financial Services → Investment Management & Advisory
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Total Equity Funding
    $960.82 K (USD)

    in 3 rounds

  • Latest Funding Round
    $280.09 K (USD), Private Equity Round

    Apr 01, 2014

  • Investors
  • Employee Count
    Employee Count
  • Acquired by
    Securian Financial

    & 1 more

    (Dec 31, 2014)

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Products & Services of AAM Company

AAM Company offers a comprehensive portfolio of products and services, including Investment Grade Fixed Income and Specialty Asset Classes. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Fixed income portfolios are managed for insurance clients.

Specialty asset investments are tailored for insurance needs.

People of AAM Company
Headcount 10-50
Employee Profiles 24
Employee Profiles
People
Kelly Fox
Investment Operations Settlement Specialist
People
Noah Grossman
Assistant Portfolio Manager
People
John Balsamo
Portfolio Manager
People
Chelsea Klassa
Chief Compliance Officer

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Funding Insights of AAM Company

AAM Company has successfully raised a total of $960.82K across 3 strategic funding rounds. The most recent funding activity was a Private Equity Round round of $280.09 thousand completed in April 2014. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.

  • Total Funding
  • Total Rounds 3
  • Last Round Private Equity Round — $280,090
  • First Round
  • Investors Count 1
Date Amount Transaction Name Valuation Lead Investors Investors
Apr, 2014 Amount Private Equity Round - AAM Company Valuation

investors

Apr, 2013 Amount Private Equity Round - AAM Company Valuation

investors

Jun, 2003 Amount Private Equity Round - AAM Company Valuation

investors

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investors in AAM Company

AAM Company has secured backing from 3 investors, including venture fund and institutional investors. Prominent investors backing the company include Securian Financial, Century Equity Partners and Stone Point Capital. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Venture Fund
Institutional
Investor Description Founded Year Domain Location
PE firm investing in the US
Founded Year Domain Location
Private equity firm investing in global financial services sectors.
Founded Year Domain Location
Financial holding company
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by AAM Company

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - AAM Company

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Aam Company Comparisons

Employees
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Competitors of AAM Company

AAM Company operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, Investec, Morgan Stanley, Northwestern Mutual and Principal, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
domain founded_year HQ Location
Global banking, investment, and wealth management services are offered worldwide.
domain founded_year HQ Location
Wealth management, investment advisory, and financial services are provided.
domain founded_year HQ Location
Northwestern Mutual is engaged in financial planning and insurance services.
domain founded_year HQ Location
Retirement, investment, and insurance products and services are provided.
domain founded_year HQ Location
Asset management and investment advisory services are provided to clients.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Frequently Asked Questions about AAM Company

When was AAM Company founded?

AAM Company was founded in 1982 and raised its 1st funding round 21 years after it was founded.

Where is AAM Company located?

AAM Company is headquartered in Chicago, United States. It is registered at Chicago, Illinois, United States.

Who is the current CEO of AAM Company?

John Schaefer is the current CEO of AAM Company.

Is AAM Company a funded company?

AAM Company is a funded company, having raised a total of $960.82K across 3 funding rounds to date.

What does AAM Company do?

Investment portfolios are managed by Asset Allocation and Management LLC, an SEC-registered advisor, with a primary focus on the insurance sector. Services are provided across various asset classes, emphasizing income generation. Since 1982, support has been extended to life, health, property casualty, captive, specialty, and start-up insurers. Customized portfolio construction is designed to meet specific client objectives and risk constraints. A culture of transparency is maintained, and insights are shared across the client base to enhance success in evolving markets.

Who are the top competitors of AAM Company?

AAM Company's top competitors include Fidelity Investments, Investec and S&P Global.

What products or services does AAM Company offer?

AAM Company offers Investment Grade Fixed Income and Specialty Asset Classes.

Who are AAM Company's investors?

AAM Company has 3 investors. Key investors include Securian Financial, Century Equity Partners, and Stone Point Capital.

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