40/86 ADVISORS, INC.
CRD #107740 SEC #801-17857 CARMEL, IN 317-817-4086
SEC Registered Private Funds
Total AUM
$29.2B
Discretionary
$29.2B
Employees
78
Clients
--
Accounts
16
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $29.2B | $29.2B | $0 | 78 | 0 |
| Mar 2025 | $29.2B | $29.2B | $0 | 78 | 0 |
| Apr 2024 | $26.7B | $26.7B | $0 | 78 | 0 |
| Mar 2024 | $26.7B | $26.7B | $0 | 78 | 0 |
| Feb 2024 | $24.5B | $24.5B | $0 | 77 | 0 |
| Apr 2023 | $24.5B | $24.5B | $0 | 77 | 0 |
| Mar 2023 | $24.5B | $24.5B | $0 | 77 | 0 |
| Apr 2022 | $29.3B | $29.3B | $0 | 76 | 0 |
| Mar 2022 | $29.3B | $29.3B | $0 | 76 | 0 |
| Mar 2021 | $28.3B | $28.3B | $0 | 75 | 0 |
| Sep 2020 | $26B | $26B | $0 | 78 | 0 |
| Mar 2020 | $26B | $26B | $0 | 78 | 0 |
| Jun 2019 | $23.6B | $23.6B | $0 | 72 | 0 |
| Apr 2019 | $23.6B | $23.6B | $0 | 72 | 0 |
| Mar 2019 | $23.6B | $23.6B | $0 | 72 | 0 |
| May 2018 | $28.5B | $28.5B | $0 | 75 | 0 |
| Mar 2018 | $28.5B | $28.5B | $0 | 75 | 0 |
| Mar 2017 | $26.4B | $26.4B | $0 | 80 | 11 |
| Oct 2016 | $25.4B | $25.4B | $0 | 80 | 11 |
| Mar 2016 | $25.4B | $25.4B | $0 | 80 | 11 |
| Jul 2015 | $25.9B | $25.9B | $0 | 80 | 11 |
| Mar 2015 | $25.9B | $25.9B | $0 | 80 | 11 |
| Jan 2015 | $27.5B | $27.5B | $0 | 80 | 11 |
| Jun 2014 | $27.5B | $27.5B | $0 | 80 | 11 |
| Mar 2014 | $27.5B | $27.5B | $0 | 80 | 11 |
| Mar 2013 | $28.6B | $28.6B | $0 | 80 | 11 |
| Mar 2012 | $26.9B | $26.9B | $0 | 51 | 11 |
| Apr 2009 | $19.3B | $19.3B | $0 | 51 | -- |
| Mar 2009 | $19.3B | $19.3B | $0 | 51 | -- |
| Mar 2008 | $24.6B | $24.6B | $0 | 51 | -- |
| Mar 2007 | $27.5B | $27.5B | $0 | 51 | -- |
| Jul 2004 | $26.2B | $26.2B | $27.4M | 51 | -- |
| Apr 2004 | $26.2B | $26.2B | $27.4M | 51 | -- |
| Mar 2004 | $26.2B | $26.2B | $27.4M | 51 | -- |
| Mar 2002 | $31B | $31B | $1.6M | 51 | -- |
| Oct 2001 | $29.6B | $29.4B | $170.4M | 51 | -- |
DateMay 2025
Total AUM$29.2B
Discretionary$29.2B
Non-Disc.$0
Employees78
Clients0
DateMar 2025
Total AUM$29.2B
Discretionary$29.2B
Non-Disc.$0
Employees78
Clients0
DateApr 2024
Total AUM$26.7B
Discretionary$26.7B
Non-Disc.$0
Employees78
Clients0
DateMar 2024
Total AUM$26.7B
Discretionary$26.7B
Non-Disc.$0
Employees78
Clients0
DateFeb 2024
Total AUM$24.5B
Discretionary$24.5B
Non-Disc.$0
Employees77
Clients0
DateApr 2023
Total AUM$24.5B
Discretionary$24.5B
Non-Disc.$0
Employees77
Clients0
DateMar 2023
Total AUM$24.5B
Discretionary$24.5B
Non-Disc.$0
Employees77
Clients0
DateApr 2022
Total AUM$29.3B
Discretionary$29.3B
Non-Disc.$0
Employees76
Clients0
DateMar 2022
Total AUM$29.3B
Discretionary$29.3B
Non-Disc.$0
Employees76
Clients0
DateMar 2021
Total AUM$28.3B
Discretionary$28.3B
Non-Disc.$0
Employees75
Clients0
DateSep 2020
Total AUM$26B
Discretionary$26B
Non-Disc.$0
Employees78
Clients0
DateMar 2020
Total AUM$26B
Discretionary$26B
Non-Disc.$0
Employees78
Clients0
DateJun 2019
Total AUM$23.6B
Discretionary$23.6B
Non-Disc.$0
Employees72
Clients0
DateApr 2019
Total AUM$23.6B
Discretionary$23.6B
Non-Disc.$0
Employees72
Clients0
DateMar 2019
Total AUM$23.6B
Discretionary$23.6B
Non-Disc.$0
Employees72
Clients0
DateMay 2018
Total AUM$28.5B
Discretionary$28.5B
Non-Disc.$0
Employees75
Clients0
DateMar 2018
Total AUM$28.5B
Discretionary$28.5B
Non-Disc.$0
Employees75
Clients0
DateMar 2017
Total AUM$26.4B
Discretionary$26.4B
Non-Disc.$0
Employees80
Clients11
DateOct 2016
Total AUM$25.4B
Discretionary$25.4B
Non-Disc.$0
Employees80
Clients11
DateMar 2016
Total AUM$25.4B
Discretionary$25.4B
Non-Disc.$0
Employees80
Clients11
DateJul 2015
Total AUM$25.9B
Discretionary$25.9B
Non-Disc.$0
Employees80
Clients11
DateMar 2015
Total AUM$25.9B
Discretionary$25.9B
Non-Disc.$0
Employees80
Clients11
DateJan 2015
Total AUM$27.5B
Discretionary$27.5B
Non-Disc.$0
Employees80
Clients11
DateJun 2014
Total AUM$27.5B
Discretionary$27.5B
Non-Disc.$0
Employees80
Clients11
DateMar 2014
Total AUM$27.5B
Discretionary$27.5B
Non-Disc.$0
Employees80
Clients11
DateMar 2013
Total AUM$28.6B
Discretionary$28.6B
Non-Disc.$0
Employees80
Clients11
DateMar 2012
Total AUM$26.9B
Discretionary$26.9B
Non-Disc.$0
Employees51
Clients11
DateApr 2009
Total AUM$19.3B
Discretionary$19.3B
Non-Disc.$0
Employees51
Clients--
DateMar 2009
Total AUM$19.3B
Discretionary$19.3B
Non-Disc.$0
Employees51
Clients--
DateMar 2008
Total AUM$24.6B
Discretionary$24.6B
Non-Disc.$0
Employees51
Clients--
DateMar 2007
Total AUM$27.5B
Discretionary$27.5B
Non-Disc.$0
Employees51
Clients--
DateJul 2004
Total AUM$26.2B
Discretionary$26.2B
Non-Disc.$27.4M
Employees51
Clients--
DateApr 2004
Total AUM$26.2B
Discretionary$26.2B
Non-Disc.$27.4M
Employees51
Clients--
DateMar 2004
Total AUM$26.2B
Discretionary$26.2B
Non-Disc.$27.4M
Employees51
Clients--
DateMar 2002
Total AUM$31B
Discretionary$31B
Non-Disc.$1.6M
Employees51
Clients--
DateOct 2001
Total AUM$29.6B
Discretionary$29.4B
Non-Disc.$170.4M
Employees51
Clients--