EAGLE STRATEGIES LLC
CRD #110826 SEC #801-32987 NEW YORK, NY (888) 695-3245
SEC Registered Disclosures
Total AUM
$25.4B
Discretionary
$1.3B
Employees
2,804
Clients
--
Accounts
111,361
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $25.4B | $1.3B | $24.1B | 2,804 | 6,290 |
| Oct 2025 | $25.4B | $1.3B | $24.1B | 2,804 | 6,290 |
| Oct 2025 | $25.4B | $1.3B | $24.1B | 2,804 | 6,290 |
| Sep 2025 | $25.4B | $1.3B | $24.1B | 2,804 | 6,290 |
| Sep 2025 | $25.4B | $1.3B | $24.1B | 2,804 | 6,290 |
| Jul 2025 | $25.4B | $1.3B | $24.1B | 2,804 | 6,290 |
| Mar 2025 | $25.4B | $1.3B | $24.1B | 2,804 | 6,290 |
| Dec 2024 | $20.4B | $1B | $19.3B | 2,567 | 6,070 |
| Dec 2024 | $20.4B | $1B | $19.3B | 2,567 | 6,070 |
| Nov 2024 | $20.4B | $1B | $19.3B | 2,567 | 6,070 |
| Nov 2024 | $20.4B | $1B | $19.3B | 2,567 | 6,070 |
| Aug 2024 | $20.4B | $1B | $19.3B | 2,567 | 6,070 |
| Aug 2024 | $20.4B | $1B | $19.3B | 2,567 | 6,070 |
| Jul 2024 | $20.4B | $1B | $19.3B | 2,567 | 6,070 |
| May 2024 | $20.4B | $1B | $19.3B | 2,567 | 6,070 |
| Mar 2024 | $20.4B | $1B | $19.3B | 2,567 | 6,070 |
| Feb 2024 | $16.7B | $903.8M | $15.8B | 2,392 | 6,267 |
| Jan 2024 | $16.7B | $903.8M | $15.8B | 2,392 | 6,267 |
| Jan 2024 | $16.7B | $903.8M | $15.8B | 2,392 | 6,267 |
| Dec 2023 | $16.7B | $903.8M | $15.8B | 2,392 | 6,267 |
| Aug 2023 | $16.7B | $903.8M | $15.8B | 2,392 | 6,267 |
| Jul 2023 | $16.7B | $903.8M | $15.8B | 2,392 | 6,267 |
| May 2023 | $16.7B | $903.8M | $15.8B | 2,392 | 6,267 |
| May 2023 | $16.7B | $903.8M | $15.8B | 2,392 | 6,267 |
| Mar 2023 | $16.7B | $903.8M | $15.8B | 2,392 | 6,267 |
| Jan 2023 | $18.1B | $866.3M | $17.2B | 2,277 | 3,046 |
| Jul 2022 | $18.1B | $866.3M | $17.2B | 2,277 | 3,046 |
| May 2022 | $18.1B | $866.3M | $17.2B | 2,277 | 3,046 |
| Mar 2022 | $18.1B | $866.3M | $17.2B | 2,277 | 3,046 |
| Feb 2022 | $14B | $570M | $13.4B | 2,114 | 2,539 |
| Nov 2021 | $14B | $570M | $13.4B | 2,114 | 2,539 |
| Nov 2021 | $14B | $570M | $13.4B | 2,114 | 2,539 |
| Aug 2021 | $14B | $570M | $13.4B | 2,114 | 2,539 |
| May 2021 | $14B | $570M | $13.4B | 2,114 | 2,539 |
| Mar 2021 | $14B | $570M | $13.4B | 2,114 | 2,539 |
| Dec 2020 | $11.3B | $428.2M | $10.8B | 2,030 | 3,207 |
| Jun 2020 | $11.3B | $428.2M | $10.8B | 2,030 | 3,207 |
| May 2020 | $11.3B | $428.2M | $10.8B | 2,030 | 3,207 |
| Apr 2020 | $11.3B | $428.2M | $10.8B | 2,030 | 3,207 |
| Mar 2020 | $11.3B | $428.2M | $10.8B | 2,030 | 3,207 |
| Jan 2020 | $8.5B | $0 | $8.5B | 1,965 | 3,217 |
| Jul 2019 | $8.5B | $0 | $8.5B | 1,965 | 3,217 |
| Mar 2019 | $8.5B | $0 | $8.5B | 1,965 | 3,217 |
| Feb 2019 | $8.1B | $0 | $8.1B | 1,913 | 2,690 |
| Dec 2018 | $8.1B | $0 | $8.1B | 1,913 | 2,690 |
| Mar 2018 | $8.1B | $0 | $8.1B | 1,913 | 2,690 |
| Sep 2017 | $6.6B | $0 | $6.6B | 1,847 | 37,680 |
| Jul 2017 | $6.6B | $0 | $6.6B | 1,847 | 37,680 |
| Jun 2017 | $6.6B | $0 | $6.6B | 1,847 | 37,680 |
| May 2017 | $6.6B | $0 | $6.6B | 1,847 | 37,680 |
| Mar 2017 | $6.6B | $0 | $6.6B | 1,847 | 37,680 |
| Dec 2016 | $5.2B | $0 | $5.2B | 1,821 | 29,900 |
| Nov 2016 | $5.2B | $0 | $5.2B | 1,821 | 29,900 |
| Nov 2016 | $5.2B | $0 | $5.2B | 1,821 | 29,900 |
| Sep 2016 | $5.2B | $0 | $5.2B | 1,821 | 29,900 |
| Jul 2016 | $5.2B | $0 | $5.2B | 1,821 | 29,900 |
| Jul 2016 | $5.2B | $0 | $5.2B | 1,821 | 29,900 |
| May 2016 | $5.2B | $0 | $5.2B | 1,821 | 29,900 |
| Apr 2016 | $5.2B | $0 | $5.2B | 1,821 | 29,900 |
| Apr 2016 | $5.2B | $0 | $5.2B | 1,821 | 29,900 |
| Mar 2016 | $5.2B | $0 | $5.2B | 1,821 | 29,900 |
| Feb 2016 | $4.8B | $0 | $4.8B | 1,813 | 25,600 |
| Dec 2015 | $4.8B | $0 | $4.8B | 1,813 | 25,600 |
| Nov 2015 | $4.8B | $0 | $4.8B | 1,813 | 25,600 |
| Oct 2015 | $4.8B | $0 | $4.8B | 1,813 | 25,600 |
| Sep 2015 | $4.8B | $0 | $4.8B | 1,813 | 25,600 |
| Jun 2015 | $4.8B | $0 | $4.8B | 1,813 | 25,600 |
| Apr 2015 | $4.8B | $0 | $4.8B | 1,813 | 25,600 |
| Mar 2015 | $4.8B | $0 | $4.8B | 1,813 | 25,600 |
| Mar 2015 | $3.7B | $0 | $3.7B | 1,558 | 18,700 |
| Feb 2015 | $3.7B | $0 | $3.7B | 1,558 | 18,700 |
| Jan 2015 | $3.7B | $0 | $3.7B | 1,558 | 18,700 |
| Dec 2014 | $3.7B | $0 | $3.7B | 1,558 | 18,700 |
| Dec 2014 | $3.7B | $0 | $3.7B | 1,558 | 18,700 |
| Nov 2014 | $3.7B | $0 | $3.7B | 1,558 | 18,700 |
| Aug 2014 | $3.7B | $0 | $3.7B | 1,558 | 18,700 |
| Jun 2014 | $3.7B | $0 | $3.7B | 1,558 | 18,700 |
| Jun 2014 | $3.7B | $0 | $3.7B | 1,558 | 18,700 |
| Mar 2014 | $3.7B | $0 | $3.7B | 1,558 | 18,700 |
| Feb 2014 | $2.1B | $1.5B | $681M | 1,468 | 13,000 |
| Dec 2013 | $2.1B | $1.5B | $681M | 1,468 | 13,000 |
| Nov 2013 | $2.1B | $1.5B | $681M | 1,468 | 13,000 |
| Apr 2013 | $2.1B | $1.5B | $681M | 1,468 | 13,000 |
| Apr 2013 | $2.5B | $60.3M | $2.5B | 1,468 | 13,000 |
| Apr 2013 | $2.5B | $60.3M | $2.5B | 1,468 | 13,000 |
| Jan 2013 | $1.6B | $0 | $1.6B | 1,434 | 8,500 |
| Jan 2013 | $1.6B | $0 | $1.6B | 1,434 | 8,500 |
| Dec 2012 | $1.6B | $0 | $1.6B | 1,434 | 8,500 |
| Nov 2012 | $1.6B | $0 | $1.6B | 1,434 | 8,500 |
| Sep 2012 | $1.6B | $0 | $1.6B | -- | 8,500 |
| Aug 2012 | $1.6B | $0 | $1.6B | -- | 8,500 |
| Aug 2012 | $1.6B | $0 | $1.6B | -- | 8,500 |
| Jul 2012 | $1.6B | $0 | $1.6B | -- | 8,500 |
| May 2012 | $1.6B | $0 | $1.6B | -- | 8,500 |
| Apr 2012 | $1.6B | $0 | $1.6B | -- | 8,500 |
| Apr 2012 | $1.6B | $0 | $1.6B | -- | 8,500 |
| Apr 2012 | $1.6B | $0 | $1.6B | -- | 8,500 |
| Mar 2012 | $1.6B | $0 | $1.6B | -- | 8,500 |
| Dec 2011 | $2.4B | $0 | $2.4B | -- | 6,000 |
| Nov 2011 | $2.4B | $0 | $2.4B | -- | 6,000 |
| Nov 2011 | $2.4B | $0 | $2.4B | -- | 6,000 |
| Nov 2011 | $2.4B | $0 | $2.4B | -- | 6,000 |
| Nov 2011 | $2.4B | $0 | $2.4B | -- | 6,000 |
| Aug 2011 | $2.4B | $0 | $2.4B | -- | -- |
| Aug 2011 | $2.4B | $0 | $2.4B | -- | -- |
| Aug 2011 | $2.4B | $0 | $2.4B | -- | -- |
| Jul 2011 | $2.4B | $0 | $2.4B | -- | -- |
| Jul 2011 | $2.4B | $0 | $2.4B | -- | -- |
| May 2011 | $2.4B | $0 | $2.4B | -- | -- |
| Apr 2011 | $2.4B | $0 | $2.4B | -- | -- |
| Apr 2011 | $2.4B | $0 | $2.4B | -- | -- |
| Apr 2011 | $2.4B | $0 | $2.4B | -- | -- |
| Jan 2011 | $2.1B | $0 | $2.1B | 501 | -- |
| Sep 2010 | $2.1B | $0 | $2.1B | 501 | -- |
| Jun 2010 | $2.1B | $0 | $2.1B | 501 | -- |
| Jul 2009 | $1.8B | $281.6M | $1.6B | 501 | -- |
| Jan 2008 | $313.9M | $0 | $313.9M | 501 | -- |
| Jan 2008 | $313.9M | $0 | $313.9M | 501 | -- |
| Jan 2008 | $313.9M | $0 | $313.9M | 501 | -- |
| Nov 2007 | $313.9M | $0 | $313.9M | 501 | -- |
| Nov 2007 | $313.9M | $0 | $313.9M | 501 | -- |
| Oct 2007 | $313.9M | $0 | $313.9M | 501 | -- |
| Sep 2007 | $313.9M | $0 | $313.9M | 501 | -- |
| Apr 2007 | $313.9M | $0 | $313.9M | 501 | -- |
| Mar 2007 | $313.9M | $0 | $313.9M | 501 | -- |
| Mar 2007 | $313.9M | $0 | $313.9M | 501 | -- |
| Mar 2007 | $313.9M | $0 | $313.9M | 501 | -- |
| Jan 2007 | $221.4M | $0 | $221.4M | 501 | -- |
| Jan 2007 | $221.4M | $0 | $221.4M | 501 | -- |
| Jan 2007 | $221.4M | $0 | $221.4M | 501 | -- |
| Dec 2006 | $221.4M | $0 | $221.4M | 501 | -- |
| Mar 2006 | $159.6M | $0 | $159.6M | 501 | -- |
| Feb 2006 | $159.6M | $0 | $159.6M | 501 | -- |
| Jan 2006 | $159.6M | $0 | $159.6M | 501 | -- |
| Oct 2005 | $159.6M | $0 | $159.6M | 501 | -- |
| Oct 2005 | $159.6M | $0 | $159.6M | 501 | -- |
| Oct 2005 | $159.6M | $0 | $159.6M | 501 | -- |
| Jun 2005 | $159.6M | $0 | $159.6M | 501 | -- |
| Jun 2005 | $159.6M | $0 | $159.6M | 501 | -- |
| Jun 2005 | $159.6M | $0 | $159.6M | 501 | -- |
| May 2005 | $159.6M | $0 | $159.6M | 501 | -- |
| Jan 2005 | $110.2M | $0 | $110.2M | 501 | -- |
| Jun 2004 | $110.2M | $0 | $110.2M | -- | -- |
| Jun 2004 | $110.2M | $0 | $110.2M | -- | -- |
| May 2004 | $110.2M | $0 | $110.2M | -- | -- |
| May 2004 | $110.2M | $0 | $110.2M | -- | -- |
| Apr 2004 | $110.2M | $0 | $110.2M | -- | -- |
| Mar 2004 | $110.2M | $0 | $110.2M | -- | -- |
| Mar 2002 | $181.7M | $0 | $181.7M | -- | -- |
| Jul 2001 | $182.6M | $0 | $182.6M | -- | -- |
DateNov 2025
Total AUM$25.4B
Discretionary$1.3B
Non-Disc.$24.1B
Employees2,804
Clients6,290
DateOct 2025
Total AUM$25.4B
Discretionary$1.3B
Non-Disc.$24.1B
Employees2,804
Clients6,290
DateOct 2025
Total AUM$25.4B
Discretionary$1.3B
Non-Disc.$24.1B
Employees2,804
Clients6,290
DateSep 2025
Total AUM$25.4B
Discretionary$1.3B
Non-Disc.$24.1B
Employees2,804
Clients6,290
DateSep 2025
Total AUM$25.4B
Discretionary$1.3B
Non-Disc.$24.1B
Employees2,804
Clients6,290
DateJul 2025
Total AUM$25.4B
Discretionary$1.3B
Non-Disc.$24.1B
Employees2,804
Clients6,290
DateMar 2025
Total AUM$25.4B
Discretionary$1.3B
Non-Disc.$24.1B
Employees2,804
Clients6,290
DateDec 2024
Total AUM$20.4B
Discretionary$1B
Non-Disc.$19.3B
Employees2,567
Clients6,070
DateDec 2024
Total AUM$20.4B
Discretionary$1B
Non-Disc.$19.3B
Employees2,567
Clients6,070
DateNov 2024
Total AUM$20.4B
Discretionary$1B
Non-Disc.$19.3B
Employees2,567
Clients6,070
DateNov 2024
Total AUM$20.4B
Discretionary$1B
Non-Disc.$19.3B
Employees2,567
Clients6,070
DateAug 2024
Total AUM$20.4B
Discretionary$1B
Non-Disc.$19.3B
Employees2,567
Clients6,070
DateAug 2024
Total AUM$20.4B
Discretionary$1B
Non-Disc.$19.3B
Employees2,567
Clients6,070
DateJul 2024
Total AUM$20.4B
Discretionary$1B
Non-Disc.$19.3B
Employees2,567
Clients6,070
DateMay 2024
Total AUM$20.4B
Discretionary$1B
Non-Disc.$19.3B
Employees2,567
Clients6,070
DateMar 2024
Total AUM$20.4B
Discretionary$1B
Non-Disc.$19.3B
Employees2,567
Clients6,070
DateFeb 2024
Total AUM$16.7B
Discretionary$903.8M
Non-Disc.$15.8B
Employees2,392
Clients6,267
DateJan 2024
Total AUM$16.7B
Discretionary$903.8M
Non-Disc.$15.8B
Employees2,392
Clients6,267
DateJan 2024
Total AUM$16.7B
Discretionary$903.8M
Non-Disc.$15.8B
Employees2,392
Clients6,267
DateDec 2023
Total AUM$16.7B
Discretionary$903.8M
Non-Disc.$15.8B
Employees2,392
Clients6,267
DateAug 2023
Total AUM$16.7B
Discretionary$903.8M
Non-Disc.$15.8B
Employees2,392
Clients6,267
DateJul 2023
Total AUM$16.7B
Discretionary$903.8M
Non-Disc.$15.8B
Employees2,392
Clients6,267
DateMay 2023
Total AUM$16.7B
Discretionary$903.8M
Non-Disc.$15.8B
Employees2,392
Clients6,267
DateMay 2023
Total AUM$16.7B
Discretionary$903.8M
Non-Disc.$15.8B
Employees2,392
Clients6,267
DateMar 2023
Total AUM$16.7B
Discretionary$903.8M
Non-Disc.$15.8B
Employees2,392
Clients6,267
DateJan 2023
Total AUM$18.1B
Discretionary$866.3M
Non-Disc.$17.2B
Employees2,277
Clients3,046
DateJul 2022
Total AUM$18.1B
Discretionary$866.3M
Non-Disc.$17.2B
Employees2,277
Clients3,046
DateMay 2022
Total AUM$18.1B
Discretionary$866.3M
Non-Disc.$17.2B
Employees2,277
Clients3,046
DateMar 2022
Total AUM$18.1B
Discretionary$866.3M
Non-Disc.$17.2B
Employees2,277
Clients3,046
DateFeb 2022
Total AUM$14B
Discretionary$570M
Non-Disc.$13.4B
Employees2,114
Clients2,539
DateNov 2021
Total AUM$14B
Discretionary$570M
Non-Disc.$13.4B
Employees2,114
Clients2,539
DateNov 2021
Total AUM$14B
Discretionary$570M
Non-Disc.$13.4B
Employees2,114
Clients2,539
DateAug 2021
Total AUM$14B
Discretionary$570M
Non-Disc.$13.4B
Employees2,114
Clients2,539
DateMay 2021
Total AUM$14B
Discretionary$570M
Non-Disc.$13.4B
Employees2,114
Clients2,539
DateMar 2021
Total AUM$14B
Discretionary$570M
Non-Disc.$13.4B
Employees2,114
Clients2,539
DateDec 2020
Total AUM$11.3B
Discretionary$428.2M
Non-Disc.$10.8B
Employees2,030
Clients3,207
DateJun 2020
Total AUM$11.3B
Discretionary$428.2M
Non-Disc.$10.8B
Employees2,030
Clients3,207
DateMay 2020
Total AUM$11.3B
Discretionary$428.2M
Non-Disc.$10.8B
Employees2,030
Clients3,207
DateApr 2020
Total AUM$11.3B
Discretionary$428.2M
Non-Disc.$10.8B
Employees2,030
Clients3,207
DateMar 2020
Total AUM$11.3B
Discretionary$428.2M
Non-Disc.$10.8B
Employees2,030
Clients3,207
DateJan 2020
Total AUM$8.5B
Discretionary$0
Non-Disc.$8.5B
Employees1,965
Clients3,217
DateJul 2019
Total AUM$8.5B
Discretionary$0
Non-Disc.$8.5B
Employees1,965
Clients3,217
DateMar 2019
Total AUM$8.5B
Discretionary$0
Non-Disc.$8.5B
Employees1,965
Clients3,217
DateFeb 2019
Total AUM$8.1B
Discretionary$0
Non-Disc.$8.1B
Employees1,913
Clients2,690
DateDec 2018
Total AUM$8.1B
Discretionary$0
Non-Disc.$8.1B
Employees1,913
Clients2,690
DateMar 2018
Total AUM$8.1B
Discretionary$0
Non-Disc.$8.1B
Employees1,913
Clients2,690
DateSep 2017
Total AUM$6.6B
Discretionary$0
Non-Disc.$6.6B
Employees1,847
Clients37,680
DateJul 2017
Total AUM$6.6B
Discretionary$0
Non-Disc.$6.6B
Employees1,847
Clients37,680
DateJun 2017
Total AUM$6.6B
Discretionary$0
Non-Disc.$6.6B
Employees1,847
Clients37,680
DateMay 2017
Total AUM$6.6B
Discretionary$0
Non-Disc.$6.6B
Employees1,847
Clients37,680
DateMar 2017
Total AUM$6.6B
Discretionary$0
Non-Disc.$6.6B
Employees1,847
Clients37,680
DateDec 2016
Total AUM$5.2B
Discretionary$0
Non-Disc.$5.2B
Employees1,821
Clients29,900
DateNov 2016
Total AUM$5.2B
Discretionary$0
Non-Disc.$5.2B
Employees1,821
Clients29,900
DateNov 2016
Total AUM$5.2B
Discretionary$0
Non-Disc.$5.2B
Employees1,821
Clients29,900
DateSep 2016
Total AUM$5.2B
Discretionary$0
Non-Disc.$5.2B
Employees1,821
Clients29,900
DateJul 2016
Total AUM$5.2B
Discretionary$0
Non-Disc.$5.2B
Employees1,821
Clients29,900
DateJul 2016
Total AUM$5.2B
Discretionary$0
Non-Disc.$5.2B
Employees1,821
Clients29,900
DateMay 2016
Total AUM$5.2B
Discretionary$0
Non-Disc.$5.2B
Employees1,821
Clients29,900
DateApr 2016
Total AUM$5.2B
Discretionary$0
Non-Disc.$5.2B
Employees1,821
Clients29,900
DateApr 2016
Total AUM$5.2B
Discretionary$0
Non-Disc.$5.2B
Employees1,821
Clients29,900
DateMar 2016
Total AUM$5.2B
Discretionary$0
Non-Disc.$5.2B
Employees1,821
Clients29,900
DateFeb 2016
Total AUM$4.8B
Discretionary$0
Non-Disc.$4.8B
Employees1,813
Clients25,600
DateDec 2015
Total AUM$4.8B
Discretionary$0
Non-Disc.$4.8B
Employees1,813
Clients25,600
DateNov 2015
Total AUM$4.8B
Discretionary$0
Non-Disc.$4.8B
Employees1,813
Clients25,600
DateOct 2015
Total AUM$4.8B
Discretionary$0
Non-Disc.$4.8B
Employees1,813
Clients25,600
DateSep 2015
Total AUM$4.8B
Discretionary$0
Non-Disc.$4.8B
Employees1,813
Clients25,600
DateJun 2015
Total AUM$4.8B
Discretionary$0
Non-Disc.$4.8B
Employees1,813
Clients25,600
DateApr 2015
Total AUM$4.8B
Discretionary$0
Non-Disc.$4.8B
Employees1,813
Clients25,600
DateMar 2015
Total AUM$4.8B
Discretionary$0
Non-Disc.$4.8B
Employees1,813
Clients25,600
DateMar 2015
Total AUM$3.7B
Discretionary$0
Non-Disc.$3.7B
Employees1,558
Clients18,700
DateFeb 2015
Total AUM$3.7B
Discretionary$0
Non-Disc.$3.7B
Employees1,558
Clients18,700
DateJan 2015
Total AUM$3.7B
Discretionary$0
Non-Disc.$3.7B
Employees1,558
Clients18,700
DateDec 2014
Total AUM$3.7B
Discretionary$0
Non-Disc.$3.7B
Employees1,558
Clients18,700
DateDec 2014
Total AUM$3.7B
Discretionary$0
Non-Disc.$3.7B
Employees1,558
Clients18,700
DateNov 2014
Total AUM$3.7B
Discretionary$0
Non-Disc.$3.7B
Employees1,558
Clients18,700
DateAug 2014
Total AUM$3.7B
Discretionary$0
Non-Disc.$3.7B
Employees1,558
Clients18,700
DateJun 2014
Total AUM$3.7B
Discretionary$0
Non-Disc.$3.7B
Employees1,558
Clients18,700
DateJun 2014
Total AUM$3.7B
Discretionary$0
Non-Disc.$3.7B
Employees1,558
Clients18,700
DateMar 2014
Total AUM$3.7B
Discretionary$0
Non-Disc.$3.7B
Employees1,558
Clients18,700
DateFeb 2014
Total AUM$2.1B
Discretionary$1.5B
Non-Disc.$681M
Employees1,468
Clients13,000
DateDec 2013
Total AUM$2.1B
Discretionary$1.5B
Non-Disc.$681M
Employees1,468
Clients13,000
DateNov 2013
Total AUM$2.1B
Discretionary$1.5B
Non-Disc.$681M
Employees1,468
Clients13,000
DateApr 2013
Total AUM$2.1B
Discretionary$1.5B
Non-Disc.$681M
Employees1,468
Clients13,000
DateApr 2013
Total AUM$2.5B
Discretionary$60.3M
Non-Disc.$2.5B
Employees1,468
Clients13,000
DateApr 2013
Total AUM$2.5B
Discretionary$60.3M
Non-Disc.$2.5B
Employees1,468
Clients13,000
DateJan 2013
Total AUM$1.6B
Discretionary$0
Non-Disc.$1.6B
Employees1,434
Clients8,500
DateJan 2013
Total AUM$1.6B
Discretionary$0
Non-Disc.$1.6B
Employees1,434
Clients8,500
DateDec 2012
Total AUM$1.6B
Discretionary$0
Non-Disc.$1.6B
Employees1,434
Clients8,500
DateNov 2012
Total AUM$1.6B
Discretionary$0
Non-Disc.$1.6B
Employees1,434
Clients8,500
DateSep 2012
Total AUM$1.6B
Discretionary$0
Non-Disc.$1.6B
Employees--
Clients8,500
DateAug 2012
Total AUM$1.6B
Discretionary$0
Non-Disc.$1.6B
Employees--
Clients8,500
DateAug 2012
Total AUM$1.6B
Discretionary$0
Non-Disc.$1.6B
Employees--
Clients8,500
DateJul 2012
Total AUM$1.6B
Discretionary$0
Non-Disc.$1.6B
Employees--
Clients8,500
DateMay 2012
Total AUM$1.6B
Discretionary$0
Non-Disc.$1.6B
Employees--
Clients8,500
DateApr 2012
Total AUM$1.6B
Discretionary$0
Non-Disc.$1.6B
Employees--
Clients8,500
DateApr 2012
Total AUM$1.6B
Discretionary$0
Non-Disc.$1.6B
Employees--
Clients8,500
DateApr 2012
Total AUM$1.6B
Discretionary$0
Non-Disc.$1.6B
Employees--
Clients8,500
DateMar 2012
Total AUM$1.6B
Discretionary$0
Non-Disc.$1.6B
Employees--
Clients8,500
DateDec 2011
Total AUM$2.4B
Discretionary$0
Non-Disc.$2.4B
Employees--
Clients6,000
DateNov 2011
Total AUM$2.4B
Discretionary$0
Non-Disc.$2.4B
Employees--
Clients6,000
DateNov 2011
Total AUM$2.4B
Discretionary$0
Non-Disc.$2.4B
Employees--
Clients6,000
DateNov 2011
Total AUM$2.4B
Discretionary$0
Non-Disc.$2.4B
Employees--
Clients6,000
DateNov 2011
Total AUM$2.4B
Discretionary$0
Non-Disc.$2.4B
Employees--
Clients6,000
DateAug 2011
Total AUM$2.4B
Discretionary$0
Non-Disc.$2.4B
Employees--
Clients--
DateAug 2011
Total AUM$2.4B
Discretionary$0
Non-Disc.$2.4B
Employees--
Clients--
DateAug 2011
Total AUM$2.4B
Discretionary$0
Non-Disc.$2.4B
Employees--
Clients--
DateJul 2011
Total AUM$2.4B
Discretionary$0
Non-Disc.$2.4B
Employees--
Clients--
DateJul 2011
Total AUM$2.4B
Discretionary$0
Non-Disc.$2.4B
Employees--
Clients--
DateMay 2011
Total AUM$2.4B
Discretionary$0
Non-Disc.$2.4B
Employees--
Clients--
DateApr 2011
Total AUM$2.4B
Discretionary$0
Non-Disc.$2.4B
Employees--
Clients--
DateApr 2011
Total AUM$2.4B
Discretionary$0
Non-Disc.$2.4B
Employees--
Clients--
DateApr 2011
Total AUM$2.4B
Discretionary$0
Non-Disc.$2.4B
Employees--
Clients--
DateJan 2011
Total AUM$2.1B
Discretionary$0
Non-Disc.$2.1B
Employees501
Clients--
DateSep 2010
Total AUM$2.1B
Discretionary$0
Non-Disc.$2.1B
Employees501
Clients--
DateJun 2010
Total AUM$2.1B
Discretionary$0
Non-Disc.$2.1B
Employees501
Clients--
DateJul 2009
Total AUM$1.8B
Discretionary$281.6M
Non-Disc.$1.6B
Employees501
Clients--
DateJan 2008
Total AUM$313.9M
Discretionary$0
Non-Disc.$313.9M
Employees501
Clients--
DateJan 2008
Total AUM$313.9M
Discretionary$0
Non-Disc.$313.9M
Employees501
Clients--
DateJan 2008
Total AUM$313.9M
Discretionary$0
Non-Disc.$313.9M
Employees501
Clients--
DateNov 2007
Total AUM$313.9M
Discretionary$0
Non-Disc.$313.9M
Employees501
Clients--
DateNov 2007
Total AUM$313.9M
Discretionary$0
Non-Disc.$313.9M
Employees501
Clients--
DateOct 2007
Total AUM$313.9M
Discretionary$0
Non-Disc.$313.9M
Employees501
Clients--
DateSep 2007
Total AUM$313.9M
Discretionary$0
Non-Disc.$313.9M
Employees501
Clients--
DateApr 2007
Total AUM$313.9M
Discretionary$0
Non-Disc.$313.9M
Employees501
Clients--
DateMar 2007
Total AUM$313.9M
Discretionary$0
Non-Disc.$313.9M
Employees501
Clients--
DateMar 2007
Total AUM$313.9M
Discretionary$0
Non-Disc.$313.9M
Employees501
Clients--
DateMar 2007
Total AUM$313.9M
Discretionary$0
Non-Disc.$313.9M
Employees501
Clients--
DateJan 2007
Total AUM$221.4M
Discretionary$0
Non-Disc.$221.4M
Employees501
Clients--
DateJan 2007
Total AUM$221.4M
Discretionary$0
Non-Disc.$221.4M
Employees501
Clients--
DateJan 2007
Total AUM$221.4M
Discretionary$0
Non-Disc.$221.4M
Employees501
Clients--
DateDec 2006
Total AUM$221.4M
Discretionary$0
Non-Disc.$221.4M
Employees501
Clients--
DateMar 2006
Total AUM$159.6M
Discretionary$0
Non-Disc.$159.6M
Employees501
Clients--
DateFeb 2006
Total AUM$159.6M
Discretionary$0
Non-Disc.$159.6M
Employees501
Clients--
DateJan 2006
Total AUM$159.6M
Discretionary$0
Non-Disc.$159.6M
Employees501
Clients--
DateOct 2005
Total AUM$159.6M
Discretionary$0
Non-Disc.$159.6M
Employees501
Clients--
DateOct 2005
Total AUM$159.6M
Discretionary$0
Non-Disc.$159.6M
Employees501
Clients--
DateOct 2005
Total AUM$159.6M
Discretionary$0
Non-Disc.$159.6M
Employees501
Clients--
DateJun 2005
Total AUM$159.6M
Discretionary$0
Non-Disc.$159.6M
Employees501
Clients--
DateJun 2005
Total AUM$159.6M
Discretionary$0
Non-Disc.$159.6M
Employees501
Clients--
DateJun 2005
Total AUM$159.6M
Discretionary$0
Non-Disc.$159.6M
Employees501
Clients--
DateMay 2005
Total AUM$159.6M
Discretionary$0
Non-Disc.$159.6M
Employees501
Clients--
DateJan 2005
Total AUM$110.2M
Discretionary$0
Non-Disc.$110.2M
Employees501
Clients--
DateJun 2004
Total AUM$110.2M
Discretionary$0
Non-Disc.$110.2M
Employees--
Clients--
DateJun 2004
Total AUM$110.2M
Discretionary$0
Non-Disc.$110.2M
Employees--
Clients--
DateMay 2004
Total AUM$110.2M
Discretionary$0
Non-Disc.$110.2M
Employees--
Clients--
DateMay 2004
Total AUM$110.2M
Discretionary$0
Non-Disc.$110.2M
Employees--
Clients--
DateApr 2004
Total AUM$110.2M
Discretionary$0
Non-Disc.$110.2M
Employees--
Clients--
DateMar 2004
Total AUM$110.2M
Discretionary$0
Non-Disc.$110.2M
Employees--
Clients--
DateMar 2002
Total AUM$181.7M
Discretionary$0
Non-Disc.$181.7M
Employees--
Clients--
DateJul 2001
Total AUM$182.6M
Discretionary$0
Non-Disc.$182.6M
Employees--
Clients--