{
  "crd_number": 109381,
  "slug": "ameritas-investment-partners-inc-lincoln-ne-109381",
  "primary_business_name": "AMERITAS INVESTMENT PARTNERS, INC.",
  "legal_name": "AMERITAS INVESTMENT PARTNERS, INC.",
  "dbas": [
    "AMERITAS INVESTMENT PARTNERS"
  ],
  "city": "Lincoln",
  "state": "NE",
  "country": "United States",
  "cbsa_code": "30700",
  "metro": {
    "cbsa_code": "30700",
    "common_name": "Lincoln",
    "msa_name": "Lincoln, NE",
    "path": "/advisors/ne/lincoln"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1998-01-13",
  "years_registered": 28,
  "period": "2026-10-01",
  "filing_date": "2026-03-25",
  "carried_forward": false,
  "raum_total": 29007591987.0,
  "raum_discretionary": 24763163371.0,
  "raum_non_discretionary": 4244428616.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 51,
  "advisory_employees": 33,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 49334363.0,
      "count": 13
    },
    "individuals": {
      "raum": 328441212.0,
      "count": 1979
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": null,
      "fewer_than_5": true
    },
    "insurance_companies": {
      "raum": 25005963982.0,
      "count": null,
      "fewer_than_5": true
    },
    "investment_companies": {
      "raum": 2389326091.0,
      "count": 8
    },
    "pension_profit_sharing": {
      "raum": 297851094.0,
      "count": 10
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 501447310.0,
      "count": 493
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 435227935.0,
      "count": 10
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "other",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://ameritas.com",
    "https://ameritas.com/ameritas-investment-partners"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/109381",
  "city_as_filed": "LINCOLN",
  "url": "https://advisorcensus.com/firm/ameritas-investment-partners-inc-lincoln-ne-109381",
  "display_name": "Ameritas Investment Partners, Inc.",
  "summary": "Ameritas Investment Partners, Inc. is an SEC-registered investment advisory firm in Lincoln, NE, registered since 1998, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 25, 2026.",
  "citation": "AdvisorCensus. Ameritas Investment Partners, Inc. (CRD 109381): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Ameritas Investment Partners, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Ameritas Investment Partners, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Ameritas Investment Partners, Inc. located?",
      "a": "Ameritas Investment Partners, Inc.'s principal office is in Lincoln, NE, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Ameritas Investment Partners, Inc. registered with the SEC or a state?",
      "a": "Ameritas Investment Partners, Inc. is an SEC-registered investment advisory firm, registered since 1998. Status as filed: Approved. CRD 109381."
    },
    {
      "q": "How much does Ameritas Investment Partners, Inc. manage?",
      "a": "Ameritas Investment Partners, Inc. reports $29,007,591,987 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (85% discretionary)."
    },
    {
      "q": "How have Ameritas Investment Partners, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Ameritas Investment Partners, Inc.: Regulatory assets under management: $21,367,319,738 in the October 2021 data and $29,007,591,987 in the October 2026 data, up 36%. Total employees: 51 in October 2021 and 51 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Ameritas Investment Partners, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,979); high net worth individuals (493); charitable organizations (13)."
    },
    {
      "q": "Which custodians does Ameritas Investment Partners, Inc. use?",
      "a": "Ameritas Investment Partners, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists JP Morgan Chase as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Ameritas Investment Partners, Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/109381"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 21367319738.0,
      "total_employees": 51,
      "filing_date": "2021-03-26"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 23088801137.0,
      "total_employees": 51,
      "filing_date": "2022-03-14"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 23108472280.0,
      "total_employees": 50,
      "filing_date": "2023-05-10"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 24871650720.0,
      "total_employees": 50,
      "filing_date": "2024-03-21"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 27238942485.0,
      "total_employees": 51,
      "filing_date": "2025-03-24"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 29007591987.0,
      "total_employees": 51,
      "filing_date": "2026-03-25"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "JP Morgan Chase",
      "name_as_filed": "JP MORGAN CHASE",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/ameritas-investment-partners-inc-lincoln-ne-109381.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 1979,
      "fewer_than_5": false,
      "raum": 328441212.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 493,
      "fewer_than_5": false,
      "raum": 501447310.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 8,
      "fewer_than_5": false,
      "raum": 2389326091.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 10,
      "fewer_than_5": false,
      "raum": 297851094.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 13,
      "fewer_than_5": false,
      "raum": 49334363.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": null,
      "fewer_than_5": true,
      "raum": 25005963982.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 10,
      "fewer_than_5": false,
      "raum": 435227935.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/109381",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}