PlanOptica

Filings through .

Driehaus Capital Management LLC

Matched across 10 name variants in the filings

Driehaus Capital Management LLC summary

Driehaus Capital Management LLC appears on 15 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $111.6B in assets for 2,691,376 participants. The median client plan holds $2.9B. Most client plans are sponsored in CA, IA and MI. The largest clients by plan assets are Walmart Inc., Southern Company Services, Inc. and Board of Trustees of the I.A.M. National Pension Fund. Plans reported $5.3M in direct and indirect compensation paid to Driehaus Capital Management LLC. The median is $162K per plan.

Participants
2,691,376
Median plan assets
$2.9B
Median plan participants
27,598
Median fees per plan
$162K
Schedule C direct + indirect

Top 15 client plans by assets

Latest Form 5500 filing per plan through 2024

Top client states

  • CA2 plans
  • IA2 plans
  • MI2 plans
  • NY2 plans
  • AR1 plan

Frequently asked questions

Who uses Driehaus Capital Management LLC?
15 retirement plans list Driehaus Capital Management LLC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Walmart Inc., Southern Company Services, Inc., Board of Trustees of the I.A.M. National Pension Fund, New England Teamsters Pension Fund and Board of Trustees-New York State Nurses Association Pension Plan. Most client plans are sponsored in CA, IA and MI.
How many plans does Driehaus Capital Management LLC serve?
Driehaus Capital Management LLC serves 15 retirement plans with $111.6B in plan assets and 2,691,376 participants, based on the latest Form 5500 filings through 2024.
What does Driehaus Capital Management LLC charge?
Plans reported $5.3M in total Schedule C compensation paid to Driehaus Capital Management LLC. The median plan paid $162K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served15+6 YoYRank #1249 of mapped providers
Assets under administration$111.6B0.1%Rank #282 by share of filed assets
Fees received$5MMedian $161,613/planSum across Schedule C direct + indirect
Net wins YoY+22 won - 0 lostPlan-level switch detection

See full Driehaus Capital Management LLC analytics with Pro. Pro is free for 7 days and then costs $49 a month.

Pro unlocks:
  • 5-year plans-served trajectory
  • Customer-base shape
  • Median fees per service
  • Competitor overlap
  • Plans won and lost
  • Top plans by assets