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Robeco Institutional Asset Management US Inc

New York, NYSEC-registered investment adviserCRD 107367

Filed as ROBECO INSTITUTIONAL ASSET MANAGEMENT US INC

Robeco Institutional Asset Management US Inc is an SEC-registered investment advisory firm in New York, NY, registered since 1997, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated June 3, 2026.

29 years
registered since 1997
$4,755,160,454
assets under management
3 arrangements
Percentage of assets, Fixed fees and more
2
disclosure items (Item 11)

Quick answers

From the filing

How is Robeco Institutional Asset Management US Inc compensated?

On its Form ADV (Item 5.E, October 2026), Robeco Institutional Asset Management US Inc reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

Where is Robeco Institutional Asset Management US Inc located?

Robeco Institutional Asset Management US Inc's principal office is in New York, NY, according to its Form ADV; the July 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

Is Robeco Institutional Asset Management US Inc registered with the SEC or a state?

Robeco Institutional Asset Management US Inc is an SEC-registered investment advisory firm, registered since 1997. Status as filed: Approved. CRD 107367.

How much does Robeco Institutional Asset Management US Inc manage?

Robeco Institutional Asset Management US Inc reports $4,755,160,454 in regulatory assets under management in its Form ADV filing dated June 3, 2026 (100% discretionary).

How have Robeco Institutional Asset Management US Inc's assets and staff changed since 2021?

In the Form ADV data for Robeco Institutional Asset Management US Inc: Regulatory assets under management: $4,349,222,559 in the October 2021 data and $4,755,160,454 in the October 2026 data, up 9%. Total employees: 79 in October 2021 and 79 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Robeco Institutional Asset Management US Inc serve?

By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (8); investment companies (4); pooled investment vehicles (other than investment companies and business development companies) (3).

Which custodians does Robeco Institutional Asset Management US Inc use?

Robeco Institutional Asset Management US Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Bank of New York Melllon, Brown Brothers Harriman, JP Morgan Chase, Northern Trust Securities, Inc. and State Street as custodians holding 10% or more of its separately managed account assets.

Does Robeco Institutional Asset Management US Inc report any disciplinary disclosures?

Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/107367

What changed in Robeco Institutional Asset Management US Inc's recent Form ADV filings?

In the July 2026 filing data: Added an office in Boston, MA.

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

The brochure lists different fees for different services or strategies. See the firm's brochure (dated June 3, 2026) for its fees and any account minimum, on the SEC's IAPD site.

Regulatory assets under management

Item 5.F
$4,755,160,454

$4,755,160,454 as of October 2026, filing dated June 3, 2026.

Discretionary: $4,755,160,454.Non-discretionary: $0.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Investment companies
Clients 4 Assets $1,413,827,470 (30%)
Pooled investment vehicles (other than investment companies and business development companies)
Clients 3 Assets $594,549,596 (13%)
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients 8 Assets $1,837,062,525 (39%)
State or municipal government entities (including government pension plans)
Clients 2 Assets $909,720,863 (19%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • 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
  • Other

Registration and firm details

Items 1, 2, 5
Also doing business as
RIAM US
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
1997 (29 years)
Employees
Total: 79. Performing investment advisory functions: 55.
Wrap fee program participation
No.
Custodians (Schedule D, Section 5.K(3))

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.

Other offices (Schedule D, Section 1.F)
2 other offices, as of the July 2026 filing
Boston, MARotterdam
States registered or notice-filed
1 state or jurisdiction
MA

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

2 Reports 2 disclosure items on Form ADV Item 11. View on IAPD.

Questions answered yes on this filing

Regulatory matters Items 11.C to 11.G

  • 11.D(2) Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?
  • 11.D(4) In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. What happened, and who was involved, is on the Disclosure Reporting Pages of the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$4.35B 2021 $5.42B 2022 $4.33B 2023 $4.38B 2024 $4.84B 2025 $4.76B 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$4,755,160,45479June 3, 2026
October 2025$4,840,553,22479March 28, 2025
October 2024$4,377,665,90079March 27, 2024
October 2023$4,331,516,41079September 12, 2023
October 2022$5,416,340,44579March 30, 2022
October 2021$4,349,222,55979March 31, 2021

Regulatory assets under management: $4,349,222,559 in the October 2021 data and $4,755,160,454 in the October 2026 data, up 9%.

Total employees: 79 in October 2021 and 79 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. July 2026
    • Added an office in Boston, MA.
  2. April 2026
    • Item 11 disclosure answers changed: 2 yes answers, previously 0 (now yes: 11.D(2), 11.D(4)).
    • Updated its list of owners and control persons (Schedule A).
  3. November 2025
    • Updated its list of owners and control persons (Schedule A).

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Robeco Institutional Asset Management US Inc (CRD 107367): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/robeco-institutional-asset-management-us-inc-new-york-ny-107367