AON INVESTMENTS USA INC. of CHICAGO, IL is an SEC-registered investment adviser (CRD 105596). Regulatory assets under management: $151.0B. This firm reports disciplinary history on Form ADV.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Pooled vehicles, Pensions, Charities, Investment cos.
Showing 25 of 58 people.
| Name | Role | Location |
|---|---|---|
| David Jonathan Testore | CHIEF OPERATING OFFICER | — |
| Russell Kenneth Ivinjack | GLOBAL CHIEF INVESTMENT OFFICER | — |
| Bryan Richard Ward | HEAD OF U.S. INVESTMENTS | — |
| Matthew Bradley Wallace | CHIEF COMPLIANCE OFFICER | — |
| Ari Noah Jacobs | GLOBAL HEAD OF INVESTMENTS | — |
| Nicole Williams Robertson | HEAD OF INVESTMENT OPERATIONS - NORTH AMERICA | — |
| Beth Marie Halberstadt | HEAD OF SOLUTIONS | — |
| Kevin Michael Zagortz | US CHIEF INVESTMENT OFFICER | — |
| WARD WILLIAM RICHARD | HEAD OF SOLUTIONS AND SALES; HEAD OF U.S. INVESTMENTS; NA HEAD OF SOLUTIONS AND SALES | — |
| SMITH MICHAEL SCOTT | VICE PRESIDENT | — |
| ENNIS RICHARD MENOWN | PRINCIPAL,DIRECTOR | — |
| KNUPP JAMES FREDERICK | DIRECTOR | — |
| CUMMINGS STEPHEN TODD | CEO; GLOBAL HEAD OF AON INVESTMENTS; HEAD OF NORTH AMERICA INVESTMENT CONSULTING (+2 more) | — |
| PATEJUNAS DOUGLAS | PRINCIPAL; PRINCIPAL, DIRECTOR; PRINCIPAL, DIRECTOR, CHIEF COMPLIANCE OFFICER | — |
| PRITZ GREGORY JAMES | CHIEF ADMINISTRATIVE OFFICER; CHIEF OPERATING OFFICER; PRINCIPAL, CHIEF OPERATING OFFICER (+1 more) | — |
| VOSS STEVEN A | HEAD OF INVESTMENTS; NA HEAD OF INVESTMENTS; PARTNER (+3 more) | — |
| VANDOLDER KEVIN JOHN | PRINCIPAL | — |
| IVINJACK RUSSELL KENNETH | GLOBAL CHIEF INVESTMENT OFFICER; PARTNER; PRINCIPAL (+4 more) | — |
| BERNARD SUZANNE MICHELLE | PRINCIPAL; PRINCIPAL, DIRECTOR | — |
| SEBASTIAN MICHAEL D | PRINCIPAL | — |
| BIRNBAUM BRIAN J | PRINCIPAL | — |
| KEIL DAVID JAMES | PRINCIPAL | — |
| BAXI NEERAJ YOGESH | PRINCIPAL | — |
| FORD KRISTINE LYNN | PRINCIPAL | — |
| KELLY PATRICK J | PRINCIPAL; PRINCIPAL, DIRECTOR | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| 2024-01-25 | regulatory | THE SECURITIES AND EXCHANGE COMMISSION ("SEC") ENTERED AN ORDER INSTITUTING ADMINISTRATIVE AND CEASE-AND-DESIST PROCEEDINGS (THE "ORDER") AGAINST AON INVESTMENTS USA INC. ("AON"). THE ORDER ALLEGED THAT AON: (I) FAILED TO "ADEQUATELY INVESTIGATE" A CLIENT'S CONCERNS ABOUT DISCREPANCIES BETWEEN HISTO… | Final | $1.5M |
Hedge Fund: 3 · Other Private Fund: 5
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| AON ALTERNATIVES FUND SPC - AON RETURN ENHANCING ALTERNATIVES PORTFOLIO SP | Hedge Fund | Cayman Islands | 44 | $881.1M | $1.0M |
| AON PRIVATE CREDIT OPPORTUNITIES FUND II, LP | Other Private Fund | Delaware | 46 | $428.2M | — |
| AON ALTERNATIVES FUND SPC - AON OPPORTUNISTIC CREDIT PORTFOLIO SP | Hedge Fund | Cayman Islands | 30 | $244.8M | $1.0M |
| KHF FUND, LP | Other Private Fund | Delaware | 2 | $189.3M | — |
| AON PRIVATE CREDIT OPPORTUNITIES FUND, LLC | Other Private Fund | Delaware | 15 | $124.5M | — |
| AON DIVERSIFYING ALTERNATIVES PORTFOLIO LTD. | Hedge Fund | Cayman Islands | 18 | $116.9M | — |
| AON PRIVATE INVESTMENTS FUND, LP - PRIVATE CREDIT SERIES | Other Private Fund | Delaware | 26 | $110.0M | — |
| AON PRIVATE INVESTMENTS FUND, LP - GLOBAL INFRASTRUCTURE SERIES | Other Private Fund | Delaware | 31 | $31.3M | — |
Showing 15 of 28 offices.
| City | State | Employees | Phone |
|---|---|---|---|
| ATLANTA | GA | 41 | (770) 956-7777 |
| ATLANTA | GA | 41 | (770) 956-7777 |
| BANNOCKBURN | IL | 18 | (847) 295-5000 |
| BANNOCKBURN | IL | 18 | (847) 295-5000 |
| NORWALK | CT | 15 | (203) 852-1100 |
| NORWALK | CT | 15 | (203) 852-1100 |
| SAN FRANCISCO | CA | 4 | 216-781-9090 |
| SAN FRANCISCO | CA | 4 | 216-781-9090 |
| BERKELEY HEIGHTS | NJ | 2 | 11 |
| BERKELEY HEIGHTS | NJ | 2 | 11 |
| BURLINGTON | MA | 1 | 804-320-8438 |
| RALEIGH | NC | 1 | 919-786-6200 |
| BOSTON | MA | 1 | 617-482-3100 |
| ST LOUIS | MO | 1 | (732) 271-2100 |
| NEW YORK | NY | 1 | 212-441-2000 |