Nomura Investment Management Business Trust

Overview

Nomura Investment Management Business Trust is an SEC registered investment adviser based in Philadelphia, PA, registered since 1988. It reports $144B in assets under management across 290 accounts, with 778 employees. It has 51 investment adviser representatives.

Reported AUM

$144B

Discretionary

100%

Accounts

290

Average account

$497M

Employees

778

Advisory reps

51

Registered since

1988

Jurisdictions

51

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Management for Investment Companies
• Other Advisory Services
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Corporations/Businesses
• Government
• High Net Worth Individuals
• Individuals
• Insurance Companies
• Investment Companies
• Other clients
• Pension/Profit Sharing Plan
• Pooled Investment Vehicles

Fee structure

Fixed Fees, Percentage of Assets and Performance-Based Fees. Sponsors a wrap fee program.

Executive officers 3 of 7

• Shawn Keith Lytle Chief Executive Officer, Senior Managing Director CRD 5816747
• David Forrester Connor Senior Vice President, General Counsel, Secretary CRD 4243088
• Eugene James Chiulli Chief Financial Officer, Managing Director CRD 2976702

4 more executive officers, with direct contact details

Advisory reps 3 of 51

• Robert C Anzures Registered Rep · Investment Adviser Rep CRD 6507311
• Olivia T Bakunas Registered Rep · Investment Adviser Rep CRD 4219219
• Samuel C Bookbinder Registered Rep · Investment Adviser Rep CRD 8154756

48 more advisory reps, with emails, phones and branch locations

Location

Headquarters

610 Market St
Philadelphia, PA 19106

County

Philadelphia

Metro area

Philadelphia-Camden-Wilmington, PA-NJ-DE-MD

Region

Northeast

Registrations

• SEC registered
• Registered in 51 jurisdictions
• Website: optimummutualfunds.com

Every state, with registration dates

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