Allstate Institutional Advisors, LLC (Northbrook)

Allstate Institutional Advisors, LLC is an adviser based in Northbrook. It manages $10.69 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2008.

Allstate Institutional Advisors provides portfolio management for investment companies and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Allstate Institutional Advisors: assets under management

The assets under management (AUM) of Allstate Institutional Advisors, LLC is $10.69 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 16% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $10.69 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $10.69 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Allstate Institutional Advisors, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Allstate Institutional Advisors, LLC

William Patrick Marshall has been acting as President since 1 Feb 2008. Susan Lesueur Lees joined the executive team most recently as the Assistant Secretary.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Allstate Life Insurance Company	Member	1 Feb 2008	75% - 100%	36-2554642
Joseph Patrick Rath	Manager/vice president, secretary and general counsel	1 Feb 2008	Other	2890801
William Patrick Marshall	President	1 Feb 2008	Other	3193413
Stephen Joel North	Vice president, operations	1 Feb 2008	Other	4284939
Kenneth Paul Priess	Controller	1 Feb 2008	Other	3204312
Allen Ralph Reed	Assistant secretary	1 Feb 2008	Other	4200784
Mario Rizzo	Assistant treasurer	1 Feb 2008	Other	5443673
John Carl Lounds	Manager/chairman of the board	1 Mar 2008	Other	3204301
Lisa Joann Flanary	Manager/chief executive officer	1 Mar 2008	Other	3139164
Andrew Jay Plebanski	Assistant vice president and chief compliance officer	1 Mar 2008	Other	4299795
Darryl Lee Baltimore	Treasurer	1 Mar 2008	Other	5512386
Karen Cynthia Duffy	Assistant treasurer	1 May 2008	Other	2379962
Susan Lesueur Lees	Assistant secretary	1 Aug 2008	Other	4468083

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Allstate Insurance Company	Shareholder	1 Mar 1957	75% - 100%	36-0719665
The Allstate Corporation	Shareholder	1 Nov 1992	75% - 100%	36-3871531

Based in Northbrook

The principal office where Allstate Institutional Advisors, LLC performs its advisory services is located at 3100 Sanders Road, Northbrook, IL 60062 7154, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 847-402-8664 or by fax 847-326-5224. The normal business hours are 8:30 - 5:00 on Monday - Friday.