SourcingSourcing

ALLSTATE INVESTMENT MANAGEMENT COMPANY

C21
CRD 107775·SEC 801-30535·CHICAGO, IL
AUM
$26.46B
$1B+
Est. Revenue
$264.6M
@ 1% on AUM
Est. EBITDA
$79.4M
@ 30% margin
Est. Deal Value
$634.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ALLSTATE INVESTMENT MANAGEMENT COMPANY
CRD
107775
SEC file #
801-30535
EIN
366156118
DBA names
—

Economics

AUM
$26.46B
AUM band
$1B+
AUM trajectory
'20'26
$14.76B → $26.46B▲ +79%
Client mix
Corporations60
Pooled Investment Vehicles24
Insurance Companies7
Pension Profit Sharing Plans3
Charitable Organizations2

Operations

Employees (total)
149
Advisory staff (per ADV)
119
Advisory staff (5-yr trend)
'20'26
131 advisors → 119 advisors▼ -9%
Primary office
CHICAGO IL
Branches
—

Custodian & Brokerage

Primary custodian
BNY Mellonmedium confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
allstateinvestments.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ALLSTATE NON-INSURANCE
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
10
Control Persons
ALLSTATE NON-INSURANCE
BRIDES, PHILIP, MICHAEL
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
ALLSTATEINVESTMENTS.COM
Rdap Domain Creation Date
2000-01-28T22:24:56Z
Rdap Firm Age Years
26
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy Corporate Domains, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001015356
Edgar Registered
Yes
Edgar Filing Count
57
Edgar First Filing Date
1999-06-02
Edgar Last Filing Date
2012-02-14
Edgar 13f Count
57
Edgar 13f Latest AUM Estimate
Filing Date2012-02-14
Accession0001140361-12-008161

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
14
Bc Firm IAR Count
14
Custodian Candidates
Window
Bny Mellon3
U.s. Bank2
Full
Bny Mellon35
U.s. Bank8
Wells Fargo4
E*trade4
Edgar Addresses
Mailing
3075 SANDERS RDSUITE G4ANORTHBROOK, IL 60062
Business
3075 SANDERS RDSUITE G4ANORTHBROOK, IL 60062
Edgar EIN
366156118
Edgar Recent Filings
13F-HR2012-02-14 · 0001140361-12-008161
13F-HR2011-11-14 · 0001140361-11-053199
Fee Schedule
Bracket Iii42
Bracket Vi28
Bracket Ii9
Bracket X6
Bracket I5
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-01-28T22:24:56Z
Rdap Domain Last Changed
2025-12-27T05:44:51Z
Rdap Nameservers
Ns1.allstate.comNs2.allstate.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (23)

23
BRIDES, PHILIP, MICHAEL
Executive Officer · 2.5%
6376866
DUGENSKE, JOHN, EDWARD
Executive Officer · 2.5%
2263631
KEEHN, PETER
Executive Officer · 2.5%
7223184
PARIKH, HIREN
Executive Officer · 2.5%
7188432
REICH BAND, ALEXANDRA, TAL
Executive Officer · 2.5%
2801350
SMITH, ROBERT, GERARD
Executive Officer · 2.5%
2082149
STULTZ, ELLIOT, ANDRIES
Executive Officer · 2.5%
2371388
WOODWARD, JANELLE, ELIZABETH
Executive Officer · 2.5%
6388371
ST. JOHN, JAMES, EDWARD
Executive Officer · 2.5%
6271516
KATHERINE LEIGH SANDERS
IAR
6727868
Andrew Zachary Brown
IAR
7135741
Emily O'Neil Nelson
IAR
7628802
Grant Dowis
IAR
7661537
VICTOR, ROBERT, THOMAS
IAR
5545220
FOSTER, PAUL, WILLIAM
IAR
4708572
RANDALL IRVIN BAUGHMAN
IAR
5557738
ERIK CHRISTOPHER MIZELL
IAR
6061078
JAMES GORDON GULLEDGE
IAR
6129781
ROBERT THOMAS COLEMAN
IAR
5909512
KENDALL MCCREIGHT KING
IAR
4940952
Michael Blake Crosby
IAR
6822115
MATTHEW ALLEN HART
IAR
2256594
Corrine Anita Lowitz
IAR
6572115