AEW CAPITAL MANAGEMENT
advisor14 known aliases resolved via the canonical alias map
Market position · 2024
Plans served6-1 YoYRank #2347 of mapped providers
Assets under administration$18.4B0.0%Market share · rank #777
Fees received$2MMedian $31,606/planSum across Schedule C direct + indirect
Net wins YoY-11 won · 2 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical AEW CAPITAL MANAGEMENT plan look like?
Service mix · median fees per plan
Count of plans where AEW CAPITAL MANAGEMENT ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid indirectly by plan; Other investment fees and expensesCode 28 | 5 | $32,969 | |
Accounting (including auditing)Code 10 | 1 | $12,750 |
Competitor overlap
Percent of AEW CAPITAL MANAGEMENT's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under AEW CAPITAL MANAGEMENT.
| Sponsor | From | Assets |
|---|---|---|
ACADIA PHARMACEUTICALS INC.CA · 061376651-001 | Resources Investment Advisors | $143M |
Plans lost in 2024
Appeared last year under AEW CAPITAL MANAGEMENT; not this year.
| Sponsor | To | Assets |
|---|---|---|
SOUTHERN COMPANY SERVICES, INC.GA · 630274273-001 | Lion Industrial Trust | $15.6B |
SHEET METAL WORKERS LOCAL NO. 20 INDIANAPOLIS AREA, PENSION FUNDIN · 510168516-001 | The Segal Company (Midwest) | $194M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
NATIONAL ELEVATOR INDUSTRY PENSION PLAN PLAN BOARD OF TRUSTEESPA · 232694291-001 | $12.2B | 54,107 | $866,454 | 3y | 1 |
THE PNC FINANCIAL SERVICES GROUP, INC.PA · 251435979-002 | $5.5B | 115,646 | $844,702 | 10y | - |
BOARD OF TRUSTEES IRON WORKERS PENSION PLAN OF WESTERN PAPA · 251283169-001 | $297M | 2,936 | $30,242 | 10y | - |
BD OF TRUSTEES-HEAT & FROST INSULATORS AND ALLIED WORKERS LOCAL 6 PENMA · 516135057-001 | $166M | 1,514 | $32,969 | 5y | - |
ACADIA PHARMACEUTICALS INC.CA · 061376651-001 | $143M | 921 | $12,750 | 1y | - |
INSULATORS LOCAL 23 PENSION FUND BOARD OF ADMINISTRATIONPA · 231990729-001 | $66M | 402 | $29,073 | 2y | - |
Flag exposure
83.3%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (14)
Raw Schedule C names collapsed into AEW CAPITAL MANAGEMENT.
- ACADIA
- ACADIA ASSET MANAGEMENT LLC
- ACADIA TRUST, N.A.
- AEW
- AEW CAPITAL MANAGEMENT
- AEW CAPITAL MANAGEMENT LP
- AEW CAPITAL MANAGEMENT, LP
- AEW CORE PROPERTY TRUST
- AEW CORE PROPERTY TRUST (US) INC
- AEW CORE PROPERTY TRUST (US), INC.
- AEW PARTNERS , L.P.
- AEW PARTNERS RE IX
- AEW PARTNERS RE VIII
- NEPF AEW REITS
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for AEW CAPITAL MANAGEMENT's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 1 | 16.67% | 0.00% | +16.66 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with AEW CAPITAL MANAGEMENT. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on AEW CAPITAL MANAGEMENT's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| DiClaudio & Kramer LLC | 1 | 16.7% |
| Meyer Unkovic & Scott LLP | 1 | 16.7% |
| Morgan Lewis & Bockius LLP | 1 | 16.7% |
| O'Donoghue & O'Donoghue LLP | 1 | 16.7% |
| Segal Roitman LLP | 1 | 16.7% |
| Seyfarth Shaw LLP | 1 | 16.7% |
| Smith Gambrell & Russell, LLP | 1 | 16.7% |
| Tucker Arensberg | 1 | 16.7% |
| Willig Williams & Davidson | 1 | 16.7% |