Domestic entity
EntityWILLIS TOWERS WATSON US LLCStatusPARENT COMPANYReported since01/2000Ownership75% or moreControl personYes
Towers Watson Investment Services, Inc.
Alpha Nasdaq OCIO Indices - ContributorCHICAGO, IL
Form ADV and provider website profile · CRD 110473 · regulatory data as of Jul 30, 2026
This profile compiles reported firm AUM, regulatory account counts, ownership information, and source-linked regulatory records for Towers Watson Investment Services, Inc.. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.
$62.7BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
138Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$54.4BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$8.2BNon-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.
Direct Owners & Executives
Source: Form ADV- Reported since
- 01/1994
- Type
- Domestic entity
- Control person
- Yes
- Ownership
- 75% or more
- Reported since
- 08/2020
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 08/2020
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 04/2020
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 02/2022
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 09/2022
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 01/2023
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 07/2024
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
| Name | Title | Reported since | Type | Control person | Ownership |
|---|---|---|---|---|---|
| Willis Towers Watson Us Llc | Parent Company | 01/1994 | Domestic entity | Yes | 75% or more |
| Andrew Christopher Remijas | Money Laundering Responsible Officer | 08/2020 | Individual | No | Less than 5% |
| Klotilda Malko | Chief Financial Officer And Treasurer | 08/2020 | Individual | Yes | Less than 5% |
| Adina C Davis | Secretary | 04/2020 | Individual | Yes | Less than 5% |
| Nimisha Srivastava | Director, President | 02/2022 | Individual | Yes | Less than 5% |
| Jonathan Dale Pliner | Director, Chief Investment Officer | 09/2022 | Individual | Yes | Less than 5% |
| Dragan Lazich | Chief Compliance Officer | 01/2023 | Individual | Yes | Less than 5% |
| Paul James Martin | Director, Chief Operating Officer | 07/2024 | Individual | Yes | Less than 5% |
Indirect Ownership
Source: Form ADVDomestic entity
EntityTOWERS WATSON DELAWARE HOLDINGS LLCStatusPARENT COMPANYReported since01/2016Ownership75% or moreControl personYes
Domestic entity
EntityWILLIS US HOLDING COMPANY, LLCStatusPARENT COMPANYReported since01/2016Ownership75% or moreControl personYes
FE
EntityWILLIS NORTH AMERICA , INCStatusPARENT COMPANYReported since01/2016Ownership75% or moreControl personYes
FE
EntityWILLIS GROUP LIMITEDStatusPARENT COMPANYReported since01/2016Ownership75% or moreControl personYes
FE
EntityTRINITY ACQUISITION PLCStatusPARENT COMPANYReported since01/2016Ownership75% or moreControl personYes
FE
EntityWILLIS INVESTMENT U.K. HOLDINGS LIMITEDStatusPARENT COMPANYReported since01/2016Ownership75% or moreControl personYes
FE
EntityWILLIS TOWERS WATSON SUB HOLDINGS UNLIMITED COMPANY (IRELAND)StatusPARENT COMPANYReported since01/2016Ownership75% or moreControl personYes
Owners & Executives
Source: Form ADVAC
Andrew Christopher Remijas
Money Laundering Responsible Officer
KM
Klotilda Malko
Chief Financial Officer And Treasurer
NS
Nimisha Srivastava
Director, President
JD
Jonathan Dale Pliner
Director, Chief Investment Officer
DL
Dragan Lazich
Chief Compliance Officer
PJ
Paul James Martin
Director, Chief Operating Officer
Names and titles are shown as reported in Form ADV.
Ownership & Governance
Direct owners & executives8
Indirect ownership records8
Regulatory statusSEC registered investment adviser
SEC registration dateMar 22, 1994
CRD number110473