9AT: NATIONWIDE ASSET MANAGEMENT, LLC

Adviser Profile

As of Date	03/10/2026
Registration	SEC, Approved, 06/20/2007
ADV Location	COLUMBUS, OH, United States
Contact Info	614 xxxxxxx

AUM^*	15,189,759,037 3%
of that, discretionary	15,077,284,906 3%
Number of Employees	212 24%
of those in investment advisory functions	107 18%
Private Fund GAV^*	1,510,496,197 3%
Avg Account Size	1,168,443,003 3%
SMA’s	Yes
Private Funds	2

Adviser Type

- Large advisory firm
- An investment adviser (or subadviser) to an investment company
- Pension consultant

Client Types

- Banking or thrift institutions
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Insurance companies
- Other

Advisory Activities

- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management

	Count	GAV
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Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser COMGEST ASSET MANAGEMENT INTERNATIONAL LIMITED	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund9.7b	Total Private Fund GAV9.7b	AUM13.7b	#Funds23
Adviser GREAT LAKES ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund72.4m	Total Private Fund GAV72.4m	AUM16.2b	#Funds4
Adviser ARIEL INVESTMENTS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund205.5m	Total Private Fund GAV205.5m	AUM12.8b	#Funds3
Adviser POLARIS CAPITAL MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund200.3m	Total Private Fund GAV200.3m	AUM5.5b	#Funds5
Adviser SPRUCEGROVE INVESTMENT MANAGEMENT LTD	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund1.0b	Total Private Fund GAV1.0b	AUM11.5b	#Funds4
Adviser VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund2.5m	Total Private Fund GAV2.5m	AUM12.2b	#Funds1
Adviser MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund100.4m	Total Private Fund GAV100.4m	AUM6.6b	#Funds3
Adviser GARCIA HAMILTON & ASSOCIATES LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund28.7m	Total Private Fund GAV28.7m	AUM24.9b	#Funds1
Adviser INTECH	Hedge Fund256.9m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund195.0m	Total Private Fund GAV452.0m	AUM15.5b	#Funds6
Adviser BELLE HAVEN INVESTMENTS, L.P.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund18.4m	Total Private Fund GAV18.4m	AUM24.5b	#Funds2

Brochure Summary

Overview

Nationwide Asset Management is a wholly owned subsidiary of Nationwide Mutual Insurance. The firm has been registered with the United States Securities and Exchange Commission since 2007. Nationwide Asset Management offers customized single and multi-strategy fixed income advisory and asset management services to a variety of clients. The firm also has capabilities investing in alternative investment strategies, including private equity funds, real estate equity funds and hedge funds. There is the potential for equity exposure in client portfolios, however that is not our primary expertise, and is usually achieved through securities that represent broad indices consistent with a client’s investment guidelines. Nationwide Asset Management also provides consulting services to affiliated companies associated with the review of third party asset managers. Nationwide Asset Management also provides asset class allocation models to Nationwide Fund Advisors for use in various products. Nationwide Fund Advisors retains discretion to modify and implement the recommendations into specific securities. Investment advice

is tailored to specific client needs. Clients may impose restrictions on investing in certain securities and certain types of securities. Nationwide Asset Management primarily acts as an investment adviser for its affiliated companies and their business needs which may include third parties. Nationwide Asset Management has no sales force and does not actively solicit advisory business. The firm’s Investment Adviser Representatives respond to the mutual needs of our affiliates and their clients. Unsolicited requests for proposals may go unanswered. To the extent Nationwide Asset Management utilizes derivatives, clients may have increased exposure to an issuer if it also acts as the counter party to such transactions. The additional exposure may not be contemplated by a client’s investment policy and may not be aggregated or noted on client account statements. As of December 31, 2023, Nationwide Asset Management had discretionary assets under management for twelve clients totaling approximately $14.6 billion and non-discretionary assets under management for one client totaling approximately $107 million.

NATIONWIDE ASSET MANAGEMENT, LLC

NATIONWIDE ASSET MANAGEMENT, LLC

Adviser Profile

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Private Funds Structure

Similar advisers

Brochure Summary

Overview

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NATIONWIDE ASSET MANAGEMENT, LLC NATIONWIDE ASSET MANAGEMENT, LLC

Adviser Profile

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Private Funds Structure

Similar advisers

Brochure Summary

Overview

NATIONWIDE ASSET MANAGEMENT, LLC

NATIONWIDE ASSET MANAGEMENT, LLC