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Vaughan Nelson

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uuid000jf3l

Namestring
Vaughan Nelson
Legal namestring
Vaughan Nelson Investment Management
Websiteurl
vaughannelson.com
Company typeenum
Private
Founded yearint
1970
Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
11–50
akta.pro rankint
HeadquartersHouston, United States
HQ citystring
Houston
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Offices1 record

Each record includes

City, Country, Type, Description, Source

Keyword5 values
equity portfolio management, fixed income management, institutional asset management, pension fund management, boutique investment management
Industry3 codes
1Portfolio Management–Led RIAs (Discretionary/Model-Based)
CodeFSAAACACPrimaryYes
2Comprehensive/Full-Service RIAs & Independent Wealth Managers
CodeFSAAACAAPrimaryNo
3Investment Management Advisory (RIA)
CodeFSAEAAABPrimaryNo
NAICS code1 code
  • Portfolio Management and Investment Advice523940
SIC code1 code
  • Investment Advice6282
Product category
Investment Management
Social media profiles1 record
GTM motion1 record

Each record includes

Type, Description, Source

Revenue model1 record
1Asset Management Fees
TypeSubscription Recurring
Description

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.

vaughannelson.com:443
Marketing channels3 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels2 records

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components5 values
Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
GTM typeB2B
B2B
Offering typeServices
Services
Core offering1 text field

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.

Differentiator
Functional benefit
Problem solved
Product overview1 text field

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.

Product and service1 record
1Equity
Scale indicator1 record

Each record includes

Type, Value, Description, Source

Recent move6 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight4 records

Each record includes

Type, Description

Peers10 records
1Northern Trust Asset Management
TypeBroad incumbent
Description

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.

2Ariel Investments
TypeDirect peer
Description

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.

3Calamos Asset Management
TypeDirect peer
Description

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.

4Manning & Napier
TypeDirect peer
Description

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.

5Westwood Holdings Group
TypeDirect peer
Description

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.

6Lazard Asset Management
TypeBroad incumbent
Description

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.

7WisdomTree Investments
TypeEmerging player
Description

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.

8Loomis Sayles & Company
TypeDirect peer
Description

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.

9Eaton Vance Management (Morgan Stanley Investment Management)
TypeBroad incumbent
Description

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.

10Harris Associates L.P.
TypeDirect peer
Description

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.

Market position
Strengths5 records

Each record includes

Headline, Details, Source

Weaknesses5 records

Each record includes

Headline, Details, Source

Competitive moat3 records

Each record includes

Type, Details

Key risks6 records

Each record includes

Headline, Details, Source

Key highlights7 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Named customers3 records

Each record includes

Name, Industry, Type, Use case, Source, UUID

Segment2 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile2 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Vaughan Nelson

Investment Managementvaughannelson.com

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

  • Equity portfolio management
  • Fixed income management
  • Institutional asset management
  • Pension fund management
  • Boutique investment management

Where Vaughan Nelson is headquartered

Location

Headquarters

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

  1. 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 offering

Core 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 profile

Named customers3 records

Segments2 records

Ideal customer profiles2 records

Vaughan Nelson technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Vaughan Nelson partnerships and signals

Strategic signal

Scale indicators1 record

Recent moves6 records

Expansion highlights4 records

Vaughan Nelson competitors and assessment

Company assessment

Broad 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 presence

Vaughan Nelson financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Vaughan Nelson leadership team

Management profile

Number of profiles

Vaughan Nelson funding detail

Funding detail

Funding 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 investment

M&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.

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Live signals
Quiver QuantitativeFund Update: New $105.7M $GTX stock position opened by VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | Quiver QuantitativeVaughan Nelson Investment Management, L.P. disclosed a new $105.7 million position in GTX (Garrett Motion) through an SEC 13F filing for the Q2 2026 reporting period. The filing shows the fund added 2,916,983 shares, representing an infinite percentage increase to their portfolio. The article also details broader institutional activity in GTX, including other funds' recent position changes and analyst price targets ranging from $22 to $42.Quiver QuantitativeFund Update: New $120.1M $MOG.A stock position opened by VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | Quiver QuantitativeVaughan Nelson Investment Management, L.P. disclosed opening a new $120.1 million position in $MOG.A stock, per a SEC 13F filing for the June 30, 2026 reporting period.Quiver QuantitativeFund Update: New $87.5M $Q stock position opened by VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | Quiver QuantitativeVaughan Nelson Investment Management, L.P. has opened a new $87.5 million position in $Q stock, according to a new SEC 13F filing for the June 30, 2026 reporting period. The filing also notes broader institutional activity around $Q, with 526 investors adding shares and 437 decreasing positions in the most recent quarter. Multiple analysts have issued price targets for $Q in the past six months, with a median target of $182.50.Quiver QuantitativeFund Update: VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. Just Disclosed New Holdings | Quiver QuantitativeVaughan Nelson Investment Management, L.P. filed a portfolio update (13F disclosure) on July 16, 2026, revealing changes to its holdings for the June 30, 2026 reporting period. The largest reported moves included a complete exit of its LECO position ($212.5 million) and a significant reduction of its WCC stake ($113.6 million), while adding substantial positions in MOG.A ($120 million), GTX ($105.7 million), Q ($87.5 million), and ESI ($87 million). The article notes potential inaccuracies due to filing or parsing errors.MarketBeatVaughan Nelson Investment Management L.P. Raises Holdings in Burlington Stores, Inc. $BURLVaughan Nelson Investment Management L.P. increased its stake in Burlington Stores, Inc. by 44.7% during the first quarter, bringing its holdings to 342,741 shares worth approximately $111.5 million as of the most recent quarter. The company reported quarterly earnings of $2.01 per share, beating analyst estimates by $0.21, with revenue of $2.86 billion representing a 14.1% year-over-year increase.MarketBeatMeta Platforms, Inc. $META is Vaughan Nelson Investment Management L.P.'s 10th Largest PositionVaughan Nelson Investment Management L.P. reduced its stake in Meta Platforms by 16.2% during the fourth quarter, selling 52,632 shares to hold 271,670 shares worth approximately $179.3 million as its 10th largest position. Multiple other institutional investors, including Norges Bank, State Street Corp, Danske Bank A S, Concentrum Wealth Management, and Corient Private Wealth LLC, modified their Meta positions during the same period. Meta's recent earnings beat estimates with $8.88 EPS versus $8.16 expected, and the stock holds a Moderate Buy analyst rating with an average price target of $843.57.Defense WorldBanque Pictet & Cie SA Purchases New Shares in Royal Caribbean Cruises Ltd. $RCLBanque Pictet & Cie SA acquired a new position in Royal Caribbean Cruises Ltd. during the fourth quarter, purchasing 5,600 shares valued at approximately $1,562,000, according to its 13F filing with the Securities and Exchange Commission. Several other institutional investors, including Linden Thomas Advisory Services LLC, Nilsine Partners LLC, LeConte Wealth Management LLC, Brookstone Capital Management, and Vaughan Nelson Investment Management L.P., also modified their holdings in the cruise company during the quarter. Royal Caribbean Cruises reported quarterly earnings of $2.80 per share, met consensus estimates, and generated $4.26 billion in revenue, while also announcing a $2.00 billion share repurchase program and increasing its quarterly dividend from $1.00 to $1.50 per share.MarketBeatVaughan Nelson Investment Management L.P. Has $11.53 Million Stock Position in Royal Caribbean Cruises Ltd. $RCLVaughan Nelson Investment Management L.P. increased its stake in Royal Caribbean Cruises Ltd. by 19.9% during the fourth quarter, bringing its holdings to 41,327 shares worth approximately $11.53 million as of the end of the reporting period. The cruise operator reported quarterly earnings of $2.80 per share in line with estimates, with revenue of $4.26 billion representing a 13.2% year-over-year increase, and recently announced a dividend hike from $1.00 to $1.50 per share along with a $2 billion share buyback authorization.MarketBeatVaughan Nelson Investment Management L.P. Has $282.51 Million Position in Alphabet Inc. $GOOGLVaughan Nelson Investment Management L.P. reduced its position in Alphabet Inc. by 3.3% during the third quarter, selling 39,734 shares to own 1,162,121 shares valued at approximately $282.51 million at quarter-end. Several other institutional investors, including Capital & Planning LLC, McIlrath & Eck LLC, Barry Investment Advisors LLC, and NDVR Inc., also modified their Alphabet holdings during the same period. Alphabet reported quarterly earnings of $2.87 per share, beating consensus estimates by $0.58, on revenue of $102.35 billion.MarketBeatVaughan Nelson Investment Management L.P. Trims Stock Position in Watts Water Technologies, Inc. $WTSVaughan Nelson Investment Management L.P. reduced its stake in Watts Water Technologies, Inc. by 48.1% during the third quarter, selling 98,630 shares and leaving it with 106,340 shares worth approximately $29.7 million as of quarter-end. Multiple other institutional investors, including JPMorgan Chase & Co., AEGON Asset Management UK Plc, and Jane Street Group LLC, also adjusted their positions in the company during the same period. The company's stock has a market capitalization of $9.47 billion with a current price around $283.88, and analysts maintain an average "Hold" rating with a $281.00 price target.