BAMCO, INC.
Latest filing: Jan 31, 2025 (144 days ago)
AUM
$39,112,410,746
9% change vs. 1 year ago
-17% change vs. 3 years ago
49% change vs. 5 years ago
61% change vs. 10 years ago
Employee Count
210
7% change vs. 1 year ago
27% change vs. 3 years ago
29% change vs. 5 years ago
114% change vs. 10 years ago
Main Office
NEW YORK, NY
767 5TH AVE, NEW YORK, NY, UNITED STATES, 10153-0023
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $39.1 |
| Non-Discretionary | $0.0 |
| Total | $39.1 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $38.9 |
| Institutional | $0.3 |
| Total | $39.1 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.3 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.3 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 98% | $0.2 |
| Equity Non-Exch | 1% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 1% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $0.3 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| BARON CAPITAL MANAGEMENT, INC. | $4.1 | 110791 | |
| BARON CAPITAL MANAGEMENT UK LIMITED | $0.0 | broker-dealer | - |
| BARON CAPITAL, INC. | $0.0 | broker-dealer | 10538 |
| BARON CAPITAL MANAGEMENT GP, LLC | $0.0 | - | |
| BARON CAPITAL MANAGEMENT MALTA LIMITED | $0.0 | broker-dealer | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
| No control persons found |
ADVDB.CO • SOURCE: SEC
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $39.1 | $0.0 | 0% | 210 | 0 | 0% |
| 2025-04-21 | $39.1 | $0.0 | 0% | 210 | 0 | 0% |
| 2024-04-02 | $36.0 | $3.1 | 9% | 196 | 14 | 7% |
| 2023-04-04 | $45.0 | -$5.9 | -13% | 171 | 39 | 23% |
| 2022-04-01 | $47.0 | -$7.9 | -17% | 166 | 44 | 27% |
| 2021-04-05 | $28.2 | $10.9 | 39% | 166 | 44 | 27% |
| 2020-04-01 | $26.3 | $12.8 | 49% | 163 | 47 | 29% |
| 2019-04-01 | $25.6 | $13.5 | 53% | 149 | 61 | 41% |
| 2018-04-02 | $20.1 | $19.0 | 95% | 115 | 95 | 83% |
| 2017-04-01 | $18.6 | $20.5 | 110% | 115 | 95 | 83% |
| 2016-04-01 | $25.5 | $13.6 | 53% | 108 | 102 | 94% |
| 2015-04-01 | $24.2 | $14.9 | 61% | 98 | 112 | 114% |
| 2014-04-01 | $20.9 | $18.2 | 87% | 96 | 114 | 119% |
| 2013-04-01 | $15.7 | $23.4 | 149% | 85 | 125 | 147% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| NY, DE-06/04/2007, MA-05/31/2012, NY-07/15/2002 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (RIC) PORTFOLIO MANAGEMENT (POOLS) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV