Investments
33Portfolio Exits
11Funds
7About Fort Washington Investment Advisors
Fort Washington Investment Advisors (Fort Washington), founded in May 1990, is the money management and primary investment arm of Western & Southern Financial Group with more than $29.2 billion in assets. Fort Washington is a registered investment advisor with expertise in Fixed Income Public Equity and Private Equity. Clients include institutions and high-net-worth individuals throughout the country.

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Latest Fort Washington Investment Advisors News
Feb 16, 2023
February 16, 2023 In this episode of the Global Investment Leaders podcast, Rosemont CEO Chas Burkhart is joined by Maribeth Rahe, president and chief executive officer of Fort Washington Investment Advisors, Inc. As one of the largest investment advisors in Ohio with approximately $72 billion* in assets under management, the firm provides professional and comprehensive asset management services for institutions, corporations, insurance companies, mutual fund providers, foundations, endowments and high-net-worth individuals. During their conversation, Burkhart and Rahe discussed: How being a wholly owned subsidiary of Western & Southern Financial Group has benefited Fort Washington and how the background and values of the leadership of Western & Southern have created alignment between the two companies Rahe’s approach to inorganic growth and her creative ways of determining if a firm is a cultural fit with the potential for a long-term partnership The asset classes where Rahe is seeing increased demand in the short-term The trends in the industry that Rahe is watching, including the return to in-person work and its impact on mentorship and leadership development At the conclusion of their conversation, Rahe provided her insights on the factors that have contributed to Fort Washington’s decades of stable and sustainable growth. “This year will be the 135th anniversary of our parent company Western & Southern Financial. We’ve grown sustainably over those years. We’re long-term investors, we believe in long time horizons, and we believe in career paths for our individuals,” Rahe shared. “We don’t follow the latest fad and we do what we think is right for the business.” All episodes of the Global Investment Leaders podcast are available on Apple Podcasts , Spotify , Google Podcasts and more . Receive the episodes as soon as they premiere by subscribing today. *Approximate AUM for Fort Washington Investment Advisors at the time of recording.
Fort Washington Investment Advisors Investments
33 Investments
Fort Washington Investment Advisors has made 33 investments. Their latest investment was in IntegriCo Composites as part of their Growth Equity - III on April 4, 2015.

Fort Washington Investment Advisors Investments Activity

Date | Round | Company | Amount | New? | Co-Investors | Sources |
---|---|---|---|---|---|---|
4/3/2015 | Growth Equity - III | IntegriCo Composites | $2.25M | Yes | 1 | |
10/11/2012 | Series D | Aspen Avionics | $12.8M | No | ||
1/10/2012 | Series C | ThinkVine | $8M | No | 2 | |
5/11/2011 | Series D | |||||
1/12/2011 | Series B |
Date | 4/3/2015 | 10/11/2012 | 1/10/2012 | 5/11/2011 | 1/12/2011 |
---|---|---|---|---|---|
Round | Growth Equity - III | Series D | Series C | Series D | Series B |
Company | IntegriCo Composites | Aspen Avionics | ThinkVine | ||
Amount | $2.25M | $12.8M | $8M | ||
New? | Yes | No | No | ||
Co-Investors | |||||
Sources | 1 | 2 |
Fort Washington Investment Advisors Portfolio Exits
11 Portfolio Exits
Fort Washington Investment Advisors has 11 portfolio exits. Their latest portfolio exit was Comet Solutions on September 25, 2018.
Date | Exit | Companies | Valuation Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model. | Acquirer | Sources |
---|---|---|---|---|---|
9/25/2018 | Acquired | 2 | |||
10/18/2016 | Acquired | 2 | |||
10/7/2014 | Acq - Fin | 1 | |||
Date | 9/25/2018 | 10/18/2016 | 10/7/2014 | ||
---|---|---|---|---|---|
Exit | Acquired | Acquired | Acq - Fin | ||
Companies | |||||
Valuation | |||||
Acquirer | |||||
Sources | 2 | 2 | 1 |
Fort Washington Investment Advisors Acquisitions
1 Acquisition
Fort Washington Investment Advisors acquired 1 company. Their latest acquisition was ServerVault on April 18, 2002.
Date | Investment Stage | Companies | Valuation Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model. | Total Funding | Note | Sources |
---|---|---|---|---|---|---|
4/18/2002 | Other Venture Capital | $15.25M | Acquired |
Date | 4/18/2002 |
---|---|
Investment Stage | Other Venture Capital |
Companies | |
Valuation | |
Total Funding | $15.25M |
Note | Acquired |
Sources |
Fort Washington Investment Advisors Fund History
7 Fund Histories
Fort Washington Investment Advisors has 7 funds, including Fort Washington Private Equity Investors X.
Closing Date | Fund | Fund Type | Status | Amount | Sources |
---|---|---|---|---|---|
6/26/2020 | Fort Washington Private Equity Investors X | $157.03M | 1 | ||
6/26/2020 | Fort Washington Private Equity Small Market Investors X-S | ||||
6/26/2020 | Fort Washington Private Equity Investors X-B | ||||
6/19/2017 | Fort Washington Capital Fund IX | ||||
Fort Washington Private Equity Opportunities Fund IV-B |
Closing Date | 6/26/2020 | 6/26/2020 | 6/26/2020 | 6/19/2017 | |
---|---|---|---|---|---|
Fund | Fort Washington Private Equity Investors X | Fort Washington Private Equity Small Market Investors X-S | Fort Washington Private Equity Investors X-B | Fort Washington Capital Fund IX | Fort Washington Private Equity Opportunities Fund IV-B |
Fund Type | |||||
Status | |||||
Amount | $157.03M | ||||
Sources | 1 |
Fort Washington Investment Advisors Team
7 Team Members
Fort Washington Investment Advisors has 7 team members, including current Chief Executive Officer, Maribeth Rahe.
Name | Work History | Title | Status |
---|---|---|---|
Maribeth Rahe | Chief Executive Officer | Current | |
Name | Maribeth Rahe | ||||
---|---|---|---|---|---|
Work History | |||||
Title | Chief Executive Officer | ||||
Status | Current |
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