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| Happy Holidays!! thanks for using AUM13F!! |
| BAMCO Inc
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| CRD # | 110789 |
| SEC # | 801-29080 |
| CIK # | |
| AUM | $38.2 B (2025-07-08) |
| Employees | 208 (21% Investors, 26% Brokers) |
| Phone | 212-583-2000 |
| Address | 767 5th Ave New York, NY 10153-0023 |
| Source | [IAPD] [Website] [Twitter] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 23 | 37.6 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 9 | 0.5 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 7 | 0.0 |
| Total | 39 | 38.2 |
| By Discretionary | ||
| Discretionary | 39 | 38.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 39 | 38.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 37.8 | |
| Total | 39 | 38.2 |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
BAMCO Inc
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|
NY | 38.2 |
|
Baron Capital Management Inc
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|
NY | 5.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Milliman Financial Risk Management LLC
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|
IL | 41.1 |
|
MML Investment Advisers LLC
✚
|
MA | 41.0 |
|
Vest Financial LLC
✚
|
VA | 39.3 |
|
Newton Investment Management Ltd
✚
|
39.2 | |
|
NLG Capital Inc
✚
|
VT | 39.1 |
|
Nippon Life Global Investors Americas Inc
✚
|
NY | 38.5 |
|
Callan LLC
✚
|
CA | 37.8 |
|
Concord Advisory Group Ltd
✚
|
NJ | 37.6 |
|
StepStone Group Europe Alternative Investments Limited
✚
|
36.7 | |
|
Eaton Vance Advisers International Ltd
✚
|
35.9 |