Knights Of Columbus Asset Advisors LLC

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Total assets under management

$28,035,873,347

Total clients

4,338

0% high-net worth

Total advisors

208

of 226 employees

Firm size

Enterprise

51-2,000 advisors or $10B+ in AUM

Average clients per advisor

Average account size

$6,462,857

About

Knights of Columbus Asset Advisors LLC (KoCAA) advises a mix of pooled vehicles and separate accounts—including mutual funds, private commingled funds, separately managed accounts, pension plans, foundations, high‑net‑worth individuals and donor‑advised funds—and provides discretionary portfolio management, asset allocation, model portfolios and sub‑advisory services. The firm also manages a proprietary account for its parent organization and offers an implemented asset allocation option and an SEI‑hosted IAR Platform for advisor‑managed accounts.

KoCAA generally manages client assets on a discretionary basis and combines quantitative and qualitative models (including stock‑selection, regime and risk models) with proprietary asset allocation guidance; for its Funds it applies Catholic screening consistent with the United States Conference of Catholic Bishops (USCCB) Guidelines. The firm operates as a manager‑of‑managers for certain strategies—delegating day‑to‑day portfolio management to vetted sub‑advisers such as L2 and Audax for specific funds—and makes Institutional Model Portfolios available to sponsors and third parties.

Distinctive features in the brochure include KoCAA’s ownership and operational link to the Knights of Columbus—KoCAA is an indirect wholly owned subsidiary that oversees the Knights’ General Account—and a clear emphasis on faith‑based screening across its Funds and private vehicles (including a Private Credit Fund formed with a prior Knights portfolio contribution and a Private Long/Short Fund in which an affiliate invested $50 million). While the firm serves many common enterprise client types (individuals, charitable organizations and institutional accounts), the brochure does not position corporate or business clients as a primary target, which is less typical among large enterprise advisers.

Client services

Portfolio management Pension consulting Selection of other advisers

Fee options

Fixed

Flat fees may be negotiated for certain services; 0.25% flat fee for Donor Advised Fund accounts in IAR Program.

Percentage

$0 - $50 million: 0.30% (Fixed Income) $50 million+: 0.25% (Fixed Income) $0 - $50 million: 0.70% (Equity Large Cap Core) $50 million - $75 million: 0.65% (Equity Large Cap Core) $75 million - $100 million: 0.55% (Equity Large Cap Core) $100 million+: 0.50% (Equity Large Cap Core) $0 - $25 million: 0.65% (Equity Large Cap Growth and Value) $25 million - $50 million: 0.60% (Equity Large Cap Growth and Value) $50 million - $100 million: 0.55% (Equity Large Cap Growth and Value) $100 million+: 0.50% (Equity Large Cap Growth and Value) $0 - $25 million: 0.90% (Equity Small Cap Core, Growth and Value) $25 million - $50 million: 0.85% (Equity Small Cap Core, Growth and Value) $50 million+: 0.80% (Equity Small Cap Core, Growth and Value) $0 - $25 million: 0.80% (Global Equity) $25 million - $50 million: 0.70% (Global Equity) $50 million - $100 million: 0.65% (Global Equity) $100 million+: 0.50% (Global Equity) $0 - $25 million: 0.80% (International Equity) $25 million - $50 million: 0.70% (International Equity) $50 million - $100 million: 0.65% (International Equity) $100 million+: 0.50% (International Equity) $0 - $25 million: 0.80% (International ADR) $25 million - $50 million: 0.70% (International ADR) $50 million - $100 million: 0.65% (International ADR) $100 million+: 0.50% (International ADR) $0 - $25 million: 1.00% (Global Tactical Asset Allocation) $25 million - $50 million: 0.80% (Global Tactical Asset Allocation) $50 million - $100 million: 0.60% (Global Tactical Asset Allocation) $100 million+: 0.40% (Global Tactical Asset Allocation) $0 - $25 million: 0.50% (Implemented Asset Allocation Services) $25 million - $50 million: 0.35% (Implemented Asset Allocation Services) $50 million+: 0.25% (Implemented Asset Allocation Services) $0 - $1 million: 0.80% (IAR Program Platform Fee - Diversified Accounts) $1 million - $2.5 million: 0.75% (IAR Program Platform Fee - Diversified Accounts) $2.5 million - $5 million: 0.70% (IAR Program Platform Fee - Diversified Accounts) $5 million - $15 million: 0.65% (IAR Program Platform Fee - Diversified Accounts) $15 million+: 0.60% (IAR Program Platform Fee - Diversified Accounts)

Performance-based

Private Long/Short Fund charges 0.75% annual management fee and 15% performance allocation; performance-based fees may be charged to certain clients and funds.

Other

Account minimum: $5,000,000 for equity separately managed accounts; $30,000,000 for fixed income separately managed accounts; $6,000 for qualified accounts and $10,000 for non-qualified accounts in the IAR Program (may be waived at discretion)

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Is not active or affiliated with:

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Main office location

Knights Of Columbus Asset Advisors LLC

One Columbus Plaza

New Haven CT 06510, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Website 203-752-4502

Advisors at this firm

James B

CFP®, Series 65

Irving, TX

Knights Of Columbus Asset Advisors LLC

Francisco H

Series 63, Series 65

Floral Park, NY

Knights Of Columbus Asset Advisors LLC

Matthew K

Series 66

Bloomington, IL

Knights Of Columbus Asset Advisors LLC

Scott W

Series 65

Lake Charles, LA

Knights Of Columbus Asset Advisors LLC

Anthony L

Series 65

Vail, AZ

Knights Of Columbus Asset Advisors LLC

Blake N

Series 65

Southbury, CT

Knights Of Columbus Asset Advisors LLC

David S

Series 65

Lincoln, NE

Knights Of Columbus Asset Advisors LLC

Ryan L

Series 65

St. Charles, MO

Knights Of Columbus Asset Advisors LLC

Michael M

Series 65, Series 66

Mt. Laurel, NJ

Knights Of Columbus Asset Advisors LLC

Matthew D

Series 65

Medfield, MA

Knights Of Columbus Asset Advisors LLC

Ivan D

Series 65

Milton, FL

Knights Of Columbus Asset Advisors LLC

John W

Series 63, Series 65

Edmond, OK

Knights Of Columbus Asset Advisors LLC

Scott S

Series 66

Simpsonville, SC

Knights Of Columbus Asset Advisors LLC

Benjamin K

Series 65

Independence, MO

Knights Of Columbus Asset Advisors LLC

Nathan R

Series 65

Phoenix, AZ

Knights Of Columbus Asset Advisors LLC

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