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INVESTMENT MANAGER

Total Donated

$23,820,299

Contributions

15,309

Unique Donors

1,789

Donors who listed INVESTMENT MANAGER as occupation posted $23,820,299 in itemized federal receipts in LobbyVault’s FEC.gov bulk index. Those receipts are 15,309 contributions from 1,789 donor records. The two-word title is stored apart from PORTFOLIO MANAGER, INVESTMENT BANKER, and MANAGER. In compact form the occupation total is $23.8 million.

Key figures

  • INVESTMENT MANAGER itemizations sum to $23,820,299 from 15,309 contributions and 1,789 donors.
  • Mean amounts are about $1,556 per contribution and about $13,315 per donor record.
  • PORTFOLIO MANAGER is a separate FEC occupation bucket.
  • The two-word title is donor-typed Form 3/3X text, not an SEC or CFA roster.

Concentrated dollars on a thin line count

Among occupation strings near $24 million, INVESTMENT MANAGER is relatively concentrated: $23,820,299 on 15,309 itemizations from 1,789 donors. Mean contribution size is about $1,556. Mean dollars per donor record is about $13,315. Repeat giving is about 9 itemizations per donor record.

Those per-line and per-donor means sit well above high-volume professional labels. The packet has no median, so a few large itemizations can still dominate the average.

1,789 donor records is a small pool. Treat it as contributor records that used this exact title, not as a count of people who manage investments.

Investment manager is not portfolio manager

PORTFOLIO MANAGER and INVESTMENT BANKER are neighboring keys. Donors who prefer INVESTMENT MANAGER land here. Combining those strings without naming each source total mixes finance titles the bulk file kept apart.

This page cites only $23,820,299, 15,309 contributions, and 1,789 donors. The FEC record does not verify an RIA, CFA, or fund-adviser registration.

Full analysis: What INVESTMENT MANAGER donors give in federal races →

Questions

How much have INVESTMENT MANAGER donors given in FEC records?
Itemizations that list INVESTMENT MANAGER sum to $23,820,299 across 15,309 contributions and 1,789 donor records in the LobbyVault index of FEC bulk data. The figure is an occupation-string total, not a census of fund managers. Occupation is self-reported free text on FEC Form 3 and Form 3X schedules. Unitemized receipts never enter this occupation total.
Is PORTFOLIO MANAGER included in this total?
No. PORTFOLIO MANAGER and INVESTMENT BANKER are separate occupation strings. This page covers INVESTMENT MANAGER only: $23,820,299, 15,309 contributions, and 1,789 donors. Name each key if you add them. Occupation is self-reported free text on FEC Form 3 and Form 3X schedules. Unitemized receipts never enter this occupation total.
Why is the average INVESTMENT MANAGER gift large?
Dividing $23,820,299 by 15,309 itemizations yields about $1,556 per contribution, and dividing by 1,789 donors yields about $13,315 per donor record. Those means reflect a small line count relative to the dollars. They are not medians. Occupation is self-reported free text on FEC Form 3 and Form 3X schedules. Unitemized receipts never enter this occupation total.
Does this title prove a licensed adviser?
No. Occupation is self-reported free text. The FEC record does not verify CFA, RIA, or fund-adviser status. Quote 15,309 contributions and 1,789 donor records with the $23,820,299 headline. Occupation is self-reported free text on FEC Form 3 and Form 3X schedules. Unitemized receipts never enter this occupation total.

Occupation is self-reported on FEC Form 3/3X itemizations. Indexed on LobbyVault from FEC bulk data.

Occupation × state ties

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