{
  "crd_number": 174129,
  "slug": "knights-of-columbus-asset-advisors-llc-new-haven-ct-174129",
  "primary_business_name": "KNIGHTS OF COLUMBUS ASSET ADVISORS LLC",
  "legal_name": "KNIGHTS OF COLUMBUS ASSET ADVISORS LLC",
  "dbas": [
    "BOSTON ADVISORS"
  ],
  "city": "New Haven",
  "state": "CT",
  "country": "United States",
  "cbsa_code": "35300",
  "metro": {
    "cbsa_code": "35300",
    "common_name": "New Haven",
    "msa_name": "New Haven, CT",
    "path": "/advisors/ct/new-haven"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2015-01-23",
  "years_registered": 11,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 30514821744.0,
  "raum_discretionary": 30514821744.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 249,
  "advisory_employees": 233,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 168540643.0,
      "count": 10
    },
    "individuals": {
      "raum": 956027893.0,
      "count": 6071
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 73296268.0,
      "count": 0,
      "fewer_than_5": true
    },
    "insurance_companies": {
      "raum": 27532508421.0,
      "count": 0,
      "fewer_than_5": true
    },
    "investment_companies": {
      "raum": 1278312426.0,
      "count": 9
    },
    "pension_profit_sharing": {
      "raum": 82704242.0,
      "count": 0,
      "fewer_than_5": true
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 6165776.0,
      "count": 0,
      "fewer_than_5": true
    },
    "pooled_investment_vehicles": {
      "raum": 417266075.0,
      "count": 4
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles",
    "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",
    "PR",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VI",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://facebook.com/KofCAssetAdvisors",
    "https://kofcassetadvisors.org",
    "https://linkedin.com/company/kocaa"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/174129",
  "city_as_filed": "NEW HAVEN",
  "url": "https://advisorcensus.com/firm/knights-of-columbus-asset-advisors-llc-new-haven-ct-174129",
  "display_name": "Knights of Columbus Asset Advisors LLC",
  "summary": "Knights of Columbus Asset Advisors LLC is an SEC-registered investment advisory firm in New Haven, CT, registered since 2015, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.",
  "citation": "AdvisorCensus. Knights of Columbus Asset Advisors LLC (CRD 174129): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Knights of Columbus Asset Advisors LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Knights of Columbus Asset Advisors LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Knights of Columbus Asset Advisors LLC located?",
      "a": "Knights of Columbus Asset Advisors LLC's principal office is in New Haven, CT, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Knights of Columbus Asset Advisors LLC registered with the SEC or a state?",
      "a": "Knights of Columbus Asset Advisors LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 174129."
    },
    {
      "q": "How much does Knights of Columbus Asset Advisors LLC manage?",
      "a": "Knights of Columbus Asset Advisors LLC reports $30,514,821,744 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary)."
    },
    {
      "q": "How have Knights of Columbus Asset Advisors LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Knights of Columbus Asset Advisors LLC: Regulatory assets under management: $28,709,611,668 in the October 2021 data and $30,514,821,744 in the October 2026 data, up 6%. Total employees: 41 in October 2021 and 249 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Knights of Columbus Asset Advisors LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (6,071); charitable organizations (10); investment companies (9)."
    },
    {
      "q": "Which custodians does Knights of Columbus Asset Advisors LLC use?",
      "a": "Knights of Columbus Asset Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Bank of New York and CIBC Mellon Trust Company as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Knights of Columbus Asset Advisors LLC 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/174129"
    },
    {
      "q": "What changed in Knights of Columbus Asset Advisors LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 208 to 233."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 28709611668.0,
      "total_employees": 41,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 29239617696.0,
      "total_employees": 150,
      "filing_date": "2022-04-01"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 25777552717.0,
      "total_employees": 189,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 27242773364.0,
      "total_employees": 225,
      "filing_date": "2024-05-17"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 28035873347.0,
      "total_employees": 226,
      "filing_date": "2025-06-04"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 30514821744.0,
      "total_employees": 249,
      "filing_date": "2026-03-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 208 to 233."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Bank of New York",
      "name_as_filed": "BANK OF NEW YORK",
      "affiliated": false
    },
    {
      "name": "CIBC Mellon Trust Company",
      "name_as_filed": "CIBC MELLON TRUST COMPANY",
      "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/knights-of-columbus-asset-advisors-llc-new-haven-ct-174129.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 6071,
      "fewer_than_5": false,
      "raum": 956027893.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 0,
      "fewer_than_5": true,
      "raum": 6165776.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 9,
      "fewer_than_5": false,
      "raum": 1278312426.0
    },
    {
      "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": 4,
      "fewer_than_5": false,
      "raum": 417266075.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": true,
      "raum": 82704242.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 10,
      "fewer_than_5": false,
      "raum": 168540643.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": true,
      "raum": 73296268.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": true,
      "raum": 27532508421.0
    },
    {
      "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": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "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/174129",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}