Vaughan Nelson
- Company typePrivate
- Founded1970
- HeadquartersHouston, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
Vaughan Nelson firmographics
Firmographics- Name
- Vaughan Nelson
- Legal name
- Vaughan Nelson Investment Management
- Website
- https://vaughannelson.com
- Company type
- Private
- Founded year
- 1970
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Vaughan Nelson industry classification
Industry- Product category
- Investment Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Portfolio Management–Led RIAs (Discretionary/Model-Based) (FSAAACAC)
- akta.pro secondary industries
- Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA), Investment Management Advisory (RIA) (FSAEAAAB)
Keywords
Where Vaughan Nelson is headquartered
LocationHeadquarters
- HQ city
- Houston
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Vaughan Nelson business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Asset Management Fees: Vaughan Nelson generates revenue through management fees charged on assets under management (AUM) for equity and fixed income portfolios. The firm manages portfolios for non-profit organizations, public/corporate pension plans, and individual investors, earning fees based on the value of assets managed.
Go-to-market motion1 record
Distribution channels2 records
Marketing channels3 records
Vaughan Nelson product offering
Product offeringCore offering
Vaughan Nelson is a Houston-based boutique asset manager that delivers professional equity and fixed income portfolio management services to non-profit organizations, public and corporate pension plans, and individual investors. The firm offers three primary investment strategies—Equity portfolios, Fixed Income portfolios, and Mutual Fund/ETF strategies—operating as a boutique affiliate of Natixis Investment Managers, S.A.
Product overview
Vaughan Nelson is a Houston-based asset manager focused on managing equity and fixed income portfolios for non-profit, public/corporate plans and individuals. The firm operates as a boutique affiliate of Natixis Investment Managers, S.A. Its core product offerings consist of three main investment strategies: Equity portfolios, Fixed Income portfolios, and Mutual Fund/ETF strategies. These products work together to provide comprehensive investment management solutions for the target client segments.
Differentiator
Problem solved
Functional benefit
Products and services
- Equity
Companies that use Vaughan Nelson
Customer profileNamed customers3 records
Segments2 records
Ideal customer profiles2 records
Vaughan Nelson technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Vaughan Nelson partnerships and signals
Strategic signalScale indicators1 record
Recent moves6 records
Expansion highlights4 records
Vaughan Nelson competitors and assessment
Company assessmentBroad incumbents
- Northern Trust Asset Management: Large global asset manager serving pensions, endowments, foundations, and HNW individuals across equity, fixed income, and multi-asset strategies. Comparable to Vaughan Nelson across institutional client types and strategy breadth, but at significantly greater scale.
- Lazard Asset Management: Global asset management arm of Lazard offering equity, fixed income, and alternative strategies to institutional clients worldwide. Comparable as a larger, multi-strategy institutional manager in the same competitive set as Vaughan Nelson.
- Eaton Vance Management (Morgan Stanley Investment Management): Now part of Morgan Stanley Investment Management, Eaton Vance offers equity, fixed income, and multi-asset strategies to institutional and individual clients. Comparable to Vaughan Nelson as a multi-strategy institutional manager, now operating under a large-incumbent parent.
Direct peers
- Ariel Investments: Chicago-based boutique equity manager serving institutional and individual clients with value-oriented US equity strategies. Comparable to Vaughan Nelson as a US-focused boutique active manager for institutional and HNW mandates.
- Calamos Asset Management: Multi-strategy US asset manager offering equity, fixed income, and convertible strategies to institutional and individual clients. Comparable to Vaughan Nelson across product breadth and client segmentation.
- Manning & Napier: US-based multi-strategy manager offering equity, fixed income, and multi-asset solutions to institutional and individual investors. Comparable to Vaughan Nelson on product breadth and dual institutional/individual client focus.
- Westwood Holdings Group: Dallas-based institutional asset manager offering equity and fixed income mandates to pensions, endowments, foundations, and HNW individuals. Comparable to Vaughan Nelson in size, US regional footprint, and multi-strategy institutional focus.
- Loomis Sayles & Company: Boston-based fixed income and equity manager that is also a boutique affiliate of Natixis Investment Managers. Directly comparable to Vaughan Nelson on parent affiliation, multi-strategy platform, and institutional client focus.
- Harris Associates L.P. Chicago-based investment manager (Oakmark Funds) managing equity portfolios for institutional and individual clients. Comparable to Vaughan Nelson as a boutique-style, fundamental-equity-focused manager serving pensions, endowments, and HNW investors.
Emerging players
- WisdomTree Investments: ETF-focused asset manager with complementary mutual fund offerings targeting both institutional and individual investors. Comparable to Vaughan Nelson on the ETF/mutual fund component of its product set and on serving individual investor segments.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks6 records
Key highlights7 records
Customer concentration
Vaughan Nelson social profiles
Digital presenceVaughan Nelson financial estimates
Financial estimateRevenue estimate
Valuation estimate
Vaughan Nelson leadership team
Management profileNumber of profiles
Vaughan Nelson funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Vaughan Nelson M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Vaughan Nelson
What does Vaughan Nelson do?
Vaughan Nelson is a Houston-based boutique asset manager that delivers professional equity and fixed income portfolio management services to non-profit organizations, public and corporate pension plans, and individual investors. The firm offers three primary investment strategies—Equity portfolios, Fixed Income portfolios, and Mutual Fund/ETF strategies—operating as a boutique affiliate of Natixis Investment Managers, S.A.
Is Vaughan Nelson a public or private company?
Vaughan Nelson is a private company. It is classified as corporate owned and is currently operating.
When was Vaughan Nelson founded?
Vaughan Nelson was founded in 1970. It employs 11 to 50 people.
Where is Vaughan Nelson based?
Vaughan Nelson is headquartered in Houston, United States, in the North America region.
How does Vaughan Nelson make money?
One revenue line is on record: asset Management Fees.
Who are Vaughan Nelson's main competitors?
Broad incumbents on record are Northern Trust Asset Management, Lazard Asset Management and Eaton Vance Management (Morgan Stanley Investment Management). Direct peers are Ariel Investments, Calamos Asset Management, Manning & Napier, Westwood Holdings Group, Loomis Sayles & Company and Harris Associates L.P.. WisdomTree Investments is listed as an emerging player.
Does Vaughan Nelson have an API?
No public API is recorded for Vaughan Nelson.
What industry is Vaughan Nelson in?
Vaughan Nelson's product category is Investment Management. Its primary akta.pro industry code is FSAAACAC, Portfolio Management–Led RIAs (Discretionary/Model-Based), with a secondary code of FSAAACAA, Comprehensive/Full-Service RIAs & Independent Wealth Managers. Its NAICS code is 523940 and its SIC code is 6282.