# Waddell & Reed: portfolio, investments and team > Waddell & Reed is an investment firm based in United States. 1 investment on record, latest Dec 2013. Portfolio, stages, co-investors and team. Source: https://millionrounds.com/fund/waddell-and-reed (Millionrounds; every figure on the page links to its filing or article) United States · [Investor](https://millionrounds.com/investors) # Waddell & Reed Filed with the SEC to raise a fund in Nov 2023, closing $268M. Last cheque observed Dec 2013. Quiet New fund $268M, Nov 2023 Investment firm Artificial Intelligence Electronics Cheques on record **0%** of best year **0** **cheques in 12 months**, 1 on record Since the last cheque **4701** days **00** hrs **00** min **00** sec Median round **$42M** Rounds led **0 of 1** Sole investor **1 rounds** Pitch Waddell & Reed ## Waddell & Reed highlights - 01 1 rounds on record - 02 Sole investor in 1 rounds, median $42M ## What they do - **Type:** Investment firm (from a list, unverified) - **Cheque size:** Not stated - **Sectors:** Artificial Intelligence Electronics - **Based in:** Shawnee Mission, KS, United States - **Cold pitches:** Not stated ## The record Every round we can evidence, newest first **1 appearances** - **2013** 1 round - **Dec** **[Luxoft](https://millionrounds.com/company/luxoft)** RU **$42M** Sole 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 registration **24 named** AK **Adlynn K. Harte** Executive Officer i Filing they signed AJ **Amy J. Scupham** Executive Officer of Waddell & Reed Investment Management Company, the Manager and Promoter i Filing they signed BR **Benjamin R. Clouse** Officer and Director of Ivy Investment Management Company, the Manager i Filing they signed BM **Bradley M. Klapmeyer** Officer of Waddell & Reed Investment Management Company, the Manager and Promoter i Filing they signed BP **Bradley P. Halverson** Officer of Waddell & Reed Investment Management Company, the Manager and Promoter i Filing they signed BK **Brent Kyle Bloss** Director of Waddell & Reed Investment Management Company, the Manager and Promoter i Filing they signed BL **Brian Lawrence Murray** Senior Vice President and Chief Compliance Officer of the Manager i Filing they signed BT **Brian T. Sullivan** Officer of Waddell & Reed Investment Management Company, the Manager and Promoter i Filing they signed CF **Chace F. Brundige** Officer of Waddell & Reed Investment Management Company, the Manager and Promoter i Filing they signed CL **Cynthia L. LaGree** Executive Officer of the Issuer and Executive Officer of Waddell & Reed Investment Management Company, the Manager and Promoter i Filing they signed CP **Cynthia P. Prince-Fox** Officer of Waddell & Reed Investment Management Company, the Manager and Promoter i Filing they signed DG **Daniel Ganteanme Schermann** Senior Vice President and Chief Risk Officer of the Manager i Filing they signed DP **Daniel P. Becker** Officer of Waddell & Reed Investment Management Company, the Manager and Promoter i Filing they signed DP **Daniel Partner Hanson** Senior Vice President, Chief Investment Officer and Director of the Manager i Filing they signed DF **David Forrester Connor** Senior Vice President and General Counsel of the Manager i Filing they signed HJ **Henry J. Herrmann** Executive Officer of the Issuer and Executive Officer and Director of Waddell & Reed Investment Management Company, the Manager and Promoter i Filing they signed JP **James P. DiCristo** Executive Officer of Waddell & Reed Investment Management Company, the Manager and Promoter i Filing they signed JA **Jennifer A. Askins** Officer of Waddell & Reed Investment Management Company, the Manager and Promoter i Filing they signed JE **John E., Jr. Sundeen** Executive Officer of the Issuer and Executive Officer of Waddell & Reed Investment Management Company, the Manager and Promoter i Filing they signed JP **Jon-Jason Partner Richie** Vice President and Chief Compliance Officer of the Manager i Filing they signed KG **Kenneth G. McQuade** Officer of Waddell & Reed Investment Management Company, the Manager and Promoter i Filing they signed KA **Kurt A. Sundeen** Executive Officer of the Issuer and Executive Officer of Waddell & Reed Investment Management Company, the Manager and Promoter i Filing they signed LJ **Lawrence J. Cipolla** Executive Officer of the Issuer and Executive Officer of Waddell & Reed Investment Management Company, the Manager and Promoter i Filing they signed MP **Mark P. Buyle** Assistant Secretary of the Issuer and Executive Officer of Waddell & Reed Investment Management Company, the Manager and Promoter i Filing 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. New fund on file **$268M** raised in Nov 2023 From its SEC filing, not a journalist: a firm that has just raised has money to deploy. ## The cheque Median round joined **$42M** the round, not its cheque Alone, median **$42M** Led 0 of 1 rounds **0%** - **Sole investor:** 1 rounds - **Last cheque:** Dec 2013 **Pitching Waddell & Reed?** Put them on your fundraising board with this record on the card, and follow them to hear when they write a new cheque. Add to your CRM *→* ## 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? Find the investors who back rounds like yours, and keep every conversation on one fundraising board. Find similar investorsOpen your CRM Built from the rounds we watched, its filings and its own website, refreshed every night. [How we count](https://millionrounds.com/methodology) · [Report a correction](https://millionrounds.com/corrections?slug=waddell-and-reed) · [Is this your firm? Claim it](https://millionrounds.com/claim?org=waddell-and-reed)