|
⚲
|
| BAMCO Inc
✚
|
|
|---|---|
| CRD # | 110789 |
| SEC # | 801-29080 |
| CIK # | |
| AUM | $39.5 B (2026-05-27) |
| Employees | 221 (19% Investors, 32% Brokers) |
| Phone | 212-583-2000 |
| Address | 767 5th Ave New York, NY 10153-0023 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 25 | 39.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 11 | 0.4 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 9 | 0.0 |
| Total | 45 | 39.5 |
| By Discretionary | ||
| Discretionary | 45 | 39.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 45 | 39.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 39.3 | |
| Total | 45 | 39.5 |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
BAMCO Inc
✚
|
NY | 39.5 |
|
Baron Capital Management Inc
✚
|
NY | 10.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sunamerica Asset Management LLC
✚
|
NY | 42.2 |
|
Callan LLC
✚
|
CA | 41.9 |
|
Securian Asset Management Inc
✚
|
MN | 41.6 |
|
Parnassus Investments LLC
✚
|
CA | 41.1 |
|
Ashmore Investment Management Ltd
✚
|
40.9 | |
|
Milliman Financial Risk Management LLC
✚
|
IL | 40.3 |
|
EQT Partners Inc
✚
|
NY | 39.2 |
|
Alps Advisors Inc
✚
|
CO | 38.8 |
|
Pacer Advisors Inc
✚
|
PA | 38.6 |
|
Accel Management Co LLC
✚
|
CA | 38.0 |