United States · Investor

Waddell & Reed

Filed with the SEC to raise a fund in Nov 2023, closing $268M. Last cheque observed Dec 2013.

QuietNew fund $268M, Nov 2023Investment firm

Artificial IntelligenceElectronics

Cheques on record
0%of best year0cheques in 12 months, 1 on record
Since the last cheque4701days00hrs00min00sec
Median round$42MRounds led0 of 1Sole investor1 rounds
Pitch Waddell & Reed

Waddell & Reed highlights

  1. 01

    1 rounds on record

  2. 02

    Sole investor in 1 rounds, median $42M

What they do

Type
Investment firm (from a list, unverified)
Cheque size
Not stated
Sectors
Artificial IntelligenceElectronics
Based in
Shawnee Mission, KS, United States
Cold pitches
Not stated

The record

Every round we can evidence, newest first1 appearances

  1. 2013

    1 round

  2. Dec
    LuxoftRU$42MSole investor

An announcement gives the size of the round, not the size of this investor's cheque: the only rounds that imply a cheque are those where they were the sole named investor.

The team

Named by the firm itself, on a filing, its Form ADV or its company registration24 named

AKAdlynn K. HarteExecutive OfficeriFiling they signed
AJAmy J. ScuphamExecutive Officer of Waddell & Reed Investment Management Company, the Manager and PromoteriFiling they signed
BRBenjamin R. ClouseOfficer and Director of Ivy Investment Management Company, the ManageriFiling they signed
BMBradley M. KlapmeyerOfficer of Waddell & Reed Investment Management Company, the Manager and PromoteriFiling they signed
BPBradley P. HalversonOfficer of Waddell & Reed Investment Management Company, the Manager and PromoteriFiling they signed
BKBrent Kyle BlossDirector of Waddell & Reed Investment Management Company, the Manager and PromoteriFiling they signed
BLBrian Lawrence MurraySenior Vice President and Chief Compliance Officer of the ManageriFiling they signed
BTBrian T. SullivanOfficer of Waddell & Reed Investment Management Company, the Manager and PromoteriFiling they signed
CFChace F. BrundigeOfficer of Waddell & Reed Investment Management Company, the Manager and PromoteriFiling they signed
CLCynthia L. LaGreeExecutive Officer of the Issuer and Executive Officer of Waddell & Reed Investment Management Company, the Manager and PromoteriFiling they signed
CPCynthia P. Prince-FoxOfficer of Waddell & Reed Investment Management Company, the Manager and PromoteriFiling they signed
DGDaniel Ganteanme SchermannSenior Vice President and Chief Risk Officer of the ManageriFiling they signed
DPDaniel P. BeckerOfficer of Waddell & Reed Investment Management Company, the Manager and PromoteriFiling they signed
DPDaniel Partner HansonSenior Vice President, Chief Investment Officer and Director of the ManageriFiling they signed
DFDavid Forrester ConnorSenior Vice President and General Counsel of the ManageriFiling they signed
HJHenry J. HerrmannExecutive Officer of the Issuer and Executive Officer and Director of Waddell & Reed Investment Management Company, the Manager and PromoteriFiling they signed
JPJames P. DiCristoExecutive Officer of Waddell & Reed Investment Management Company, the Manager and PromoteriFiling they signed
JAJennifer A. AskinsOfficer of Waddell & Reed Investment Management Company, the Manager and PromoteriFiling they signed
JEJohn E., Jr. SundeenExecutive Officer of the Issuer and Executive Officer of Waddell & Reed Investment Management Company, the Manager and PromoteriFiling they signed
JPJon-Jason Partner RichieVice President and Chief Compliance Officer of the ManageriFiling they signed
KGKenneth G. McQuadeOfficer of Waddell & Reed Investment Management Company, the Manager and PromoteriFiling they signed
KAKurt A. SundeenExecutive Officer of the Issuer and Executive Officer of Waddell & Reed Investment Management Company, the Manager and PromoteriFiling they signed
LJLawrence J. CipollaExecutive Officer of the Issuer and Executive Officer of Waddell & Reed Investment Management Company, the Manager and PromoteriFiling they signed
MPMark P. BuyleAssistant Secretary of the Issuer and Executive Officer of Waddell & Reed Investment Management Company, the Manager and PromoteriFiling they signed

We also hold 45 people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them.

Quick answers about Waddell & Reed

What does Waddell & Reed invest in?

Waddell & Reed says it invests in Artificial Intelligence and Electronics.

How active is Waddell & Reed?

1 investments on record, 0 of them in the last 12 months. The most recent was in Dec 2013.

How big are Waddell & Reed's cheques?

The median round it joins is $42M.

Is Waddell & Reed investing now?

No investments in the last 12 months; the latest was in Dec 2013.

What kind of investor is Waddell & Reed?

Waddell & Reed is an investment firm based in Shawnee Mission, KS, United States.

Has Waddell & Reed raised a new fund?

Its latest fund filing with the SEC was in Nov 2023, reporting $268M raised.

When was Waddell & Reed founded?

Waddell & Reed was founded in 1937.

Where does this information on Waddell & Reed come from?

From public registers and its own website, checked and rebuilt every night.

Raising now?

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Built from the rounds we watched, its filings and its own website, refreshed every night. How we count · Report a correction · Is this your firm? Claim it