BINGHAM, OSBORN & SCARBOROUGH LLC
Legal name: B|O|S
CRD #110496 SEC #801-51641 SAN FRANCISCO, CA 415-781-8535
SEC Registered
Total AUM
$5B
Discretionary
$4.3B
Employees
40
Clients
--
Accounts
3,604
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2021 | $5B | $4.3B | $748.9M | 40 | 0 |
| Jan 2021 | $4.6B | $3.9B | $711.9M | 44 | 0 |
| Jun 2020 | $4.6B | $3.9B | $711.9M | 44 | 0 |
| Mar 2020 | $4.6B | $3.9B | $711.9M | 44 | 0 |
| Apr 2019 | $4.1B | $3.5B | $576.3M | 41 | 0 |
| Mar 2019 | $4.1B | $3.5B | $576.3M | 41 | 0 |
| Jan 2019 | $4.3B | $3.7B | $576.1M | 41 | 0 |
| Mar 2018 | $4.3B | $3.7B | $576.1M | 41 | 0 |
| Mar 2017 | $3.5B | $3.2B | $348.6M | 40 | 900 |
| Mar 2016 | $3.2B | $3B | $219.8M | 40 | 900 |
| Dec 2015 | $3.2B | $2.9B | $256.5M | 37 | 900 |
| Dec 2015 | $3.2B | $2.9B | $256.5M | 37 | 900 |
| Nov 2015 | $3.2B | $2.9B | $256.5M | 37 | 900 |
| Sep 2015 | $3.2B | $2.9B | $256.5M | 37 | 900 |
| Mar 2015 | $3.2B | $2.9B | $256.5M | 37 | 900 |
| Dec 2014 | $2.9B | $2.6B | $244.1M | 33 | 900 |
| Oct 2014 | $2.9B | $2.6B | $244.1M | 33 | 900 |
| Mar 2014 | $2.9B | $2.6B | $244.1M | 33 | 900 |
| Oct 2013 | $2.5B | $2.1B | $312.3M | 33 | 800 |
| Jun 2013 | $2.5B | $2.1B | $312.3M | 33 | 800 |
| Apr 2013 | $2.5B | $2.1B | $312.3M | 33 | 800 |
| Mar 2013 | $2.5B | $2.1B | $312.3M | 33 | 800 |
| Aug 2012 | $2.1B | $1.8B | $369.4M | 11 | 800 |
| Mar 2012 | $2.1B | $1.8B | $369.4M | 11 | 800 |
| Oct 2009 | $1.7B | $1.2B | $500M | -- | -- |
| Sep 2009 | $1.7B | $1.2B | $500M | -- | -- |
| Apr 2009 | $1.7B | $1.2B | $500M | -- | -- |
| Nov 2007 | $1.8B | $1.2B | $588.6M | -- | -- |
| Mar 2007 | $1.8B | $1.2B | $588.6M | -- | -- |
| Dec 2006 | $1.5B | $886.4M | $563.9M | -- | -- |
| Jan 2006 | $1.2B | $675.2M | $521M | -- | -- |
| Mar 2004 | $915.1M | $447.4M | $467.7M | -- | -- |
| Oct 2003 | $642M | $291.1M | $350.9M | -- | -- |
DateMar 2021
Total AUM$5B
Discretionary$4.3B
Non-Disc.$748.9M
Employees40
Clients0
DateJan 2021
Total AUM$4.6B
Discretionary$3.9B
Non-Disc.$711.9M
Employees44
Clients0
DateJun 2020
Total AUM$4.6B
Discretionary$3.9B
Non-Disc.$711.9M
Employees44
Clients0
DateMar 2020
Total AUM$4.6B
Discretionary$3.9B
Non-Disc.$711.9M
Employees44
Clients0
DateApr 2019
Total AUM$4.1B
Discretionary$3.5B
Non-Disc.$576.3M
Employees41
Clients0
DateMar 2019
Total AUM$4.1B
Discretionary$3.5B
Non-Disc.$576.3M
Employees41
Clients0
DateJan 2019
Total AUM$4.3B
Discretionary$3.7B
Non-Disc.$576.1M
Employees41
Clients0
DateMar 2018
Total AUM$4.3B
Discretionary$3.7B
Non-Disc.$576.1M
Employees41
Clients0
DateMar 2017
Total AUM$3.5B
Discretionary$3.2B
Non-Disc.$348.6M
Employees40
Clients900
DateMar 2016
Total AUM$3.2B
Discretionary$3B
Non-Disc.$219.8M
Employees40
Clients900
DateDec 2015
Total AUM$3.2B
Discretionary$2.9B
Non-Disc.$256.5M
Employees37
Clients900
DateDec 2015
Total AUM$3.2B
Discretionary$2.9B
Non-Disc.$256.5M
Employees37
Clients900
DateNov 2015
Total AUM$3.2B
Discretionary$2.9B
Non-Disc.$256.5M
Employees37
Clients900
DateSep 2015
Total AUM$3.2B
Discretionary$2.9B
Non-Disc.$256.5M
Employees37
Clients900
DateMar 2015
Total AUM$3.2B
Discretionary$2.9B
Non-Disc.$256.5M
Employees37
Clients900
DateDec 2014
Total AUM$2.9B
Discretionary$2.6B
Non-Disc.$244.1M
Employees33
Clients900
DateOct 2014
Total AUM$2.9B
Discretionary$2.6B
Non-Disc.$244.1M
Employees33
Clients900
DateMar 2014
Total AUM$2.9B
Discretionary$2.6B
Non-Disc.$244.1M
Employees33
Clients900
DateOct 2013
Total AUM$2.5B
Discretionary$2.1B
Non-Disc.$312.3M
Employees33
Clients800
DateJun 2013
Total AUM$2.5B
Discretionary$2.1B
Non-Disc.$312.3M
Employees33
Clients800
DateApr 2013
Total AUM$2.5B
Discretionary$2.1B
Non-Disc.$312.3M
Employees33
Clients800
DateMar 2013
Total AUM$2.5B
Discretionary$2.1B
Non-Disc.$312.3M
Employees33
Clients800
DateAug 2012
Total AUM$2.1B
Discretionary$1.8B
Non-Disc.$369.4M
Employees11
Clients800
DateMar 2012
Total AUM$2.1B
Discretionary$1.8B
Non-Disc.$369.4M
Employees11
Clients800
DateOct 2009
Total AUM$1.7B
Discretionary$1.2B
Non-Disc.$500M
Employees--
Clients--
DateSep 2009
Total AUM$1.7B
Discretionary$1.2B
Non-Disc.$500M
Employees--
Clients--
DateApr 2009
Total AUM$1.7B
Discretionary$1.2B
Non-Disc.$500M
Employees--
Clients--
DateNov 2007
Total AUM$1.8B
Discretionary$1.2B
Non-Disc.$588.6M
Employees--
Clients--
DateMar 2007
Total AUM$1.8B
Discretionary$1.2B
Non-Disc.$588.6M
Employees--
Clients--
DateDec 2006
Total AUM$1.5B
Discretionary$886.4M
Non-Disc.$563.9M
Employees--
Clients--
DateJan 2006
Total AUM$1.2B
Discretionary$675.2M
Non-Disc.$521M
Employees--
Clients--
DateMar 2004
Total AUM$915.1M
Discretionary$447.4M
Non-Disc.$467.7M
Employees--
Clients--
DateOct 2003
Total AUM$642M
Discretionary$291.1M
Non-Disc.$350.9M
Employees--
Clients--