SEC-Registered Investment Adviser
Towers Watson Investment Services, INC.
Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated July 30, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.
Registration
- Status
- Approved
- Registered since
- March 22, 1994
- Principal office
- 233 South Wacker Drive, Suite 1800, Chicago, IL 60606
- Organized as
- Corporation, DE
- Fiscal year end
- December
- Other offices
- 14
Scale
- Regulatory AUM
- $62.7B
- Discretionary / non-discretionary
- $54.4B / $8.2B
- Attributable to non-US clients
- $1.3B
- Accounts
- 138
- Clients
- 174
- Employees
- 239, 233 in advisory roles
- Private funds advised
- 11
- Private fund gross assets
- $11.7B
- Fund types
- 3 hedge funds, 8 other private funds
- Funds with Form D records
- 6 issuers in AltStreet's ledger, $26.3B reported sold across them
- Client assets in custody
- $61.8B (105 clients)
Business, clients and compensation, as filed
- Advisory activities
- portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting, selection of other advisers, publication of periodicals or newsletters, market timing services, educational seminars or workshops and other advisory activities
- Compensated by
- a percentage of assets under management, hourly charges, fixed fees and other
- Client types
- individuals (other than high net worth) (0); high net worth individuals (0); banking or thrift institutions (0); investment companies (0); business development companies (0); pooled investment vehicles (1); pension and profit sharing plans (106); charitable organizations (0); state or municipal government entities (0); other investment advisers (0); insurance companies (0); sovereign wealth funds and foreign official institutions (0); corporations or other businesses (0); other (0)
- Also engaged as
- registered representative of a broker-dealer and commodity pool operator or commodity trading advisor
- Related persons include
- a broker-dealer, another investment adviser, a commodity pool operator or commodity trading advisor, an insurance company or agency, a pension consultant and a sponsor, general partner or managing member of pooled investment vehicles
- Affiliates
- 5 investment advisers
Form ADV Item 11 disclosures
No yes answers on Item 11 as of the latest Form ADV (July 30, 2026). Item 11 covers the firm and its advisory affiliates.
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Source: SEC Form ADV via IARD (roster of October 6, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.