About AAM Company
AAM Company is a Financial Services company based in Chicago (United States) founded in 1982, and was acquired by Securian Financial in December 2014. Diversified investment management services are provided by AAM. It operates on a Professional Services model. AAM Company has raised $960.82 thousand across 3 funding rounds from investors including Securian Financial, Century Equity Partners and Stone Point Capital. Its chief executive, as recorded, is John Schaefer. AAM Company offers products and services including Investment Grade Fixed Income and Specialty Asset Classes. Its focus areas include Financials, Asset Management and Insurance Asset Management. Its legal entity is Asset Allocation and Management LLC. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
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.
- Headquarters Chicago, United States
- Stage Acquired
- SectorsFinancial Services
- Website category Finance · Insurance
- Phone•••• ••••
- Website aamcompany.com
- Social LinkedIn X YouTube
- Acquired by Securian Financial (Dec 2014)
- Legal Name Asset Allocation And Management Llc
- Total Equity Funding$960.82K (USD)
in 3 rounds
- Latest Funding Round$280.09K (USD), Private Equity Round
Apr 2014
- InvestorsSecurian Financial
& 2 more
- Acquired by
Products & Services of AAM Company
AAM Company offers a comprehensive portfolio of products and services, including Investment Grade Fixed Income and Specialty Asset Classes.
Fixed income portfolios are managed for insurance clients.
Specialty asset investments are tailored for insurance needs.
Apps and channels of AAM Company
its YouTube channel AAM - Insurance Investment Management has 126 subscribers and 30 videos.
Videos from AAM Company
The most watched videos on AAM Company's YouTube channel, AAM - Insurance Investment Management (126 subscribers). Click a video to play it here.
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 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 $960,820
- Total Rounds 3
- Last Round Private Equity Round — $280,090
- Investors Count 1
All 3 funding rounds of AAM Company with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Apr 2014 | $280,090 | Private Equity Round | – | – | – |
| Apr 2013 | $680,730 | Private Equity Round | – | – | – |
| Jun 2003 | Private Equity Round | – | – |
3 investors in total: 3 institutional.
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.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
PE firm investing in the US | cepfunds.com | Boston, United States | ||
Private equity firm investing in global financial services sectors. | stonepoint.com | |||
Financial holding company | 1880 | securian.com | Saint Paul, United States |
Investor details for AAM Company
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of AAM Company
24 people are tracked at AAM Company (6 in leadership, 18 in team).
| Name | Role | Group |
|---|---|---|
John Schaefer | CEO & President | Leadership |
Peter Harmon | Vice President, Marketing Manager | Leadership |
Chelsea Klassa | Chief Compliance Officer | Leadership |
Stacy Crook | Director Investment Accounting | Leadership |
Joseph Borgmann | Principal And Chief Financial Officer | Leadership |
Tim Senechalle | Chief Investment Officer | Leadership |
Greg Ortquist | Portfolio Manager | Team |
Kelly Fox | Investment Operations Settlement Specialist | Team |
Gregory Pociask | Project Lead - Investment Operations | Team |
Noah Grossman | Assistant Portfolio Manager | Team |
Maria Beltran | Senior Accountant | Team |
John Balsamo | Portfolio Manager | Team |
Michael McLaughlin | Principal And Senior Portfolio Manager | Team |
Mike Ashley | Principal | Senior Analyst | Co-strategist | Team |
Leah Savageau | Principal & Senior Corporate Credit Analyst | Team |
Kathleen Ryan | Settlement Associate | Team |
Kyle Crawford | Fixed Income Analyst | Team |
Nimar Sandhu | Assistant Portfolio Manager | Team |
Eric Pochyla | Investment Accountant | Team |
Allison Weisnicht | Senior Portfolio Manager | Team |
4 more people are available in the full profile.
Complete people profiles for AAM Company
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
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Timeline of AAM Company
5 dated milestones of AAM Company across 32 years, from founding to its latest funding, stage changes and deals.
- Founded AAM Company is founded.
- Funding First funding round.
- Exit Acquired by Stone Point Capital.
- Funding Latest funding round, Private Equity Round, of $280K.
- Exit Acquired by Securian Financial.
Competitors of AAM Company
AAM Company has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of AAM Company
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
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Verified entity values are shown only after access is granted.
Web traffic of AAM Company
The website of AAM Company (aamcompany.com) receives about 6.2K visits a month and ranks #4,060,918 among all websites worldwide, #8,729 in Insurance.
- Monthly visits6.2K
▲ 63.4% vs previous month
- Unique visitors1.7K
per month
- Global rank#4,060,918
among all websites
- Category rank#8,729
Finance · Insurance
- Bounce rate40%
- Pages per visit2.4
- Average visit35 sec
- DevicesDesktop 37% · Mobile 63%
Websites whose visitors overlap most with AAM Company. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
northlandsvs.com | northlandsvs.com | 100% | – | ||
jheathco.com | jheathco.com | 100% | – | ||
trilogy-consulting.com | trilogy-consulting.com | 100% | – | ||
| renolan.com | 100% | View details | |||
abarileconsult.com | abarileconsult.com | 100% | – | ||
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 19 similar websites and full traffic analytics for AAM Company
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 19 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Asset Management
3 companies that operate in the same segment as AAM Company (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about Aam Company
Complete news archive for AAM Company
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Frequently Asked Questions about AAM Company
AAM Company was founded in 1982 and raised its 1st funding round 21 years after it was founded.
AAM Company is headquartered in Chicago, United States. It is registered at Chicago, Illinois, United States.
John Schaefer is the CEO of AAM Company, as recorded in our data.
AAM Company is a funded company, having raised a total of $960.82K across 3 funding rounds to date.
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.
AAM Company's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
AAM Company offers Investment Grade Fixed Income and Specialty Asset Classes.
AAM Company has 3 investors. Key investors include Securian Financial, Century Equity Partners, and Stone Point Capital.
AAM Company operates through Asset Allocation And Management Llc.
Yes. AAM Company was acquired by Securian Financial in December 2014.