FORUM FINANCIAL MANAGEMENT, LP
CRD #145706 SEC #801-69970 LOMBARD, IL (630) 873-8520
SEC Registered
Total AUM
$9B
Discretionary
$9B
Employees
140
Clients
--
Accounts
21,456
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $9B | $9B | $76.2M | 140 | 0 |
| Nov 2025 | $9B | $9B | $76.2M | 140 | 0 |
| Sep 2025 | $9B | $9B | $76.2M | 140 | 0 |
| Aug 2025 | $9B | $9B | $76.2M | 140 | 0 |
| Aug 2025 | $9B | $9B | $76.2M | 140 | 0 |
| Aug 2025 | $9B | $9B | $76.2M | 140 | 0 |
| Jul 2025 | $9B | $9B | $76.2M | 140 | 0 |
| Jun 2025 | $9B | $9B | $76.2M | 140 | 0 |
| May 2025 | $9B | $9B | $76.2M | 140 | 0 |
| May 2025 | $9B | $9B | $76.2M | 140 | 0 |
| Mar 2025 | $9B | $9B | $76.2M | 140 | 0 |
| Mar 2025 | $8.5B | $8.4B | $84.2M | 145 | 0 |
| Feb 2025 | $8.5B | $8.4B | $84.2M | 145 | 0 |
| Feb 2025 | $8.5B | $8.4B | $84.2M | 145 | 0 |
| Feb 2025 | $8.5B | $8.4B | $84.2M | 145 | 0 |
| Dec 2024 | $8.5B | $8.4B | $84.2M | 145 | 0 |
| Oct 2024 | $8.5B | $8.4B | $84.2M | 145 | 0 |
| Sep 2024 | $8.5B | $8.4B | $84.2M | 145 | 0 |
| Aug 2024 | $8.5B | $8.4B | $84.2M | 145 | 0 |
| Jul 2024 | $8.5B | $8.4B | $84.2M | 145 | 0 |
| Jun 2024 | $8.5B | $8.4B | $84.2M | 145 | 0 |
| Mar 2024 | $8.5B | $8.4B | $84.2M | 145 | 0 |
| Mar 2024 | $8.5B | $8.4B | $84.2M | 145 | 0 |
| Feb 2024 | $7.6B | $7.6B | $76.9M | 125 | 0 |
| Feb 2024 | $7.6B | $7.6B | $76.9M | 125 | 0 |
| Dec 2023 | $7.6B | $7.6B | $76.9M | 125 | 0 |
| Dec 2023 | $7.6B | $7.6B | $76.9M | 125 | 0 |
| Nov 2023 | $7.6B | $7.6B | $76.9M | 125 | 0 |
| Oct 2023 | $7.6B | $7.6B | $76.9M | 125 | 0 |
| Oct 2023 | $7.6B | $7.6B | $76.9M | 125 | 0 |
| Sep 2023 | $7B | $6.9B | $82.7M | 125 | 0 |
| Sep 2023 | $7B | $6.9B | $82.7M | 125 | 0 |
| Aug 2023 | $7B | $6.9B | $82.7M | 125 | 0 |
| Jun 2023 | $7B | $6.9B | $82.7M | 125 | 0 |
| May 2023 | $7B | $6.9B | $82.7M | 125 | 0 |
| May 2023 | $7B | $6.9B | $82.7M | 125 | 0 |
| Apr 2023 | $7B | $6.9B | $82.7M | 125 | 0 |
| Apr 2023 | $7B | $6.9B | $82.7M | 125 | 0 |
| Mar 2023 | $7B | $6.9B | $82.7M | 125 | 0 |
| Mar 2023 | $7B | $6.9B | $82.7M | 125 | 0 |
| Mar 2023 | $7B | $6.9B | $82.7M | 125 | 0 |
| Feb 2023 | $7B | $6.9B | $82.7M | 125 | 0 |
| Jan 2023 | $7.4B | $7.3B | $87.9M | 135 | 0 |
| Dec 2022 | $7.4B | $7.3B | $87.9M | 135 | 0 |
| Nov 2022 | $7.4B | $7.3B | $87.9M | 135 | 0 |
| Nov 2022 | $7.4B | $7.3B | $87.9M | 135 | 0 |
| Oct 2022 | $7.4B | $7.3B | $87.9M | 135 | 0 |
| Oct 2022 | $7.4B | $7.3B | $87.9M | 135 | 0 |
| Sep 2022 | $7.4B | $7.3B | $87.9M | 135 | 0 |
| Sep 2022 | $7.4B | $7.3B | $87.9M | 135 | 0 |
| Sep 2022 | $7.4B | $7.3B | $87.9M | 135 | 0 |
| Aug 2022 | $7.4B | $7.3B | $87.9M | 135 | 0 |
| Aug 2022 | $7.4B | $7.3B | $87.9M | 135 | 0 |
| Jul 2022 | $7.4B | $7.3B | $87.9M | 135 | 0 |
| Jul 2022 | $7.4B | $7.3B | $87.9M | 135 | 0 |
| Jun 2022 | $7.4B | $7.3B | $87.9M | 135 | 0 |
| Jun 2022 | $7.4B | $7.3B | $87.9M | 135 | 0 |
| May 2022 | $7.4B | $7.3B | $87.9M | 135 | 0 |
| Apr 2022 | $7.4B | $7.3B | $87.9M | 135 | 0 |
| Apr 2022 | $7.4B | $7.3B | $87.9M | 135 | 0 |
| Mar 2022 | $7.4B | $7.3B | $87.9M | 135 | 0 |
| Mar 2022 | $7.4B | $7.3B | $87.9M | 135 | 0 |
| Feb 2022 | $6.6B | $6.5B | $79.5M | 118 | 0 |
| Dec 2021 | $6.6B | $6.5B | $79.5M | 118 | 0 |
| Dec 2021 | $6.6B | $6.5B | $79.5M | 118 | 0 |
| Nov 2021 | $6.6B | $6.5B | $79.5M | 118 | 0 |
| Nov 2021 | $6.6B | $6.5B | $79.5M | 118 | 0 |
| Aug 2021 | $6.6B | $6.5B | $79.5M | 118 | 0 |
| Jul 2021 | $5.4B | $5.3B | $68.4M | 118 | 0 |
| Jul 2021 | $5.4B | $5.3B | $68.4M | 118 | 0 |
| Jul 2021 | $5.4B | $5.3B | $68.4M | 118 | 0 |
| Jun 2021 | $5.4B | $5.3B | $68.4M | 118 | 0 |
| May 2021 | $5.4B | $5.3B | $68.4M | 118 | 0 |
| May 2021 | $5.4B | $5.3B | $68.4M | 118 | 0 |
| Feb 2021 | $5.4B | $5.3B | $68.4M | 118 | 0 |
| Feb 2021 | $5.4B | $5.3B | $68.4M | 118 | 0 |
| Feb 2021 | $5.4B | $5.3B | $68.4M | 118 | 0 |
| Feb 2021 | $5.4B | $5.3B | $68.4M | 118 | 0 |
| Jan 2021 | $4.5B | $4.5B | $50.6M | 107 | 0 |
| Jan 2021 | $4.5B | $4.5B | $50.6M | 107 | 0 |
| Dec 2020 | $4.5B | $4.5B | $50.6M | 107 | 0 |
| Jul 2020 | $4.5B | $4.5B | $50.6M | 107 | 0 |
| Jul 2020 | $4.5B | $4.5B | $50.6M | 107 | 0 |
| Jun 2020 | $4.5B | $4.5B | $50.6M | 107 | 0 |
| Feb 2020 | $4.5B | $4.5B | $50.6M | 107 | 0 |
| Jun 2019 | $3.8B | $3.8B | $32.2M | 96 | 0 |
| Apr 2019 | $3.8B | $3.8B | $32.2M | 96 | 0 |
| Mar 2019 | $3.8B | $3.8B | $32.2M | 96 | 0 |
| Mar 2019 | $3.8B | $3.8B | $32.2M | 96 | 0 |
| Dec 2018 | $3.3B | $3.3B | $23.9M | 77 | 0 |
| Nov 2018 | $3.3B | $3.3B | $23.9M | 77 | 0 |
| Sep 2018 | $3.3B | $3.3B | $23.9M | 77 | 0 |
| May 2018 | $3.3B | $3.3B | $23.9M | 77 | 0 |
| Mar 2018 | $3.3B | $3.3B | $23.9M | 77 | 0 |
| Sep 2017 | $3B | $3B | $27.8M | 70 | 2,643 |
| Sep 2017 | $2.6B | $2.6B | $20.7M | 70 | 2,643 |
| Jul 2017 | $2.6B | $2.6B | $20.7M | 70 | 2,643 |
| Jun 2017 | $2.6B | $2.6B | $20.7M | 70 | 2,643 |
| May 2017 | $2.6B | $2.6B | $20.7M | 70 | 2,643 |
| Apr 2017 | $2.6B | $2.6B | $20.7M | 70 | 2,643 |
| Mar 2017 | $2.6B | $2.6B | $20.7M | 70 | 2,643 |
| Mar 2017 | $2.6B | $2.6B | $20.7M | 70 | 2,643 |
| Mar 2017 | $2.6B | $2.6B | $20.7M | 70 | 2,643 |
| Feb 2017 | $2B | $2B | $4.7M | 66 | 2,352 |
| Jan 2017 | $2B | $2B | $4.7M | 66 | 2,352 |
| Dec 2016 | $2B | $2B | $4.7M | 66 | 2,352 |
| Oct 2016 | $2B | $2B | $4.7M | 66 | 2,352 |
| May 2016 | $2B | $2B | $4.7M | 66 | 2,352 |
| Feb 2016 | $2B | $2B | $4.7M | 66 | 2,352 |
| Feb 2016 | $2B | $2B | $4.7M | 66 | 2,352 |
| Nov 2015 | $2.1B | $2.1B | $5.4M | 62 | 2,075 |
| Aug 2015 | $2B | $2B | $5.3M | 62 | 2,075 |
| Mar 2015 | $2B | $2B | $5.3M | 62 | 2,075 |
| Mar 2015 | $2B | $2B | $5.3M | 62 | 2,075 |
| Jan 2015 | $1.9B | $1.8B | $6.5M | 54 | 1,946 |
| Jan 2015 | $1.9B | $1.8B | $6.5M | 54 | 1,946 |
| Dec 2014 | $1.9B | $1.8B | $6.5M | 54 | 1,946 |
| Nov 2014 | $1.8B | $1.8B | $6.6M | 54 | 1,946 |
| Sep 2014 | $1.8B | $1.8B | $6.6M | 54 | 1,946 |
| Aug 2014 | $1.6B | $1.6B | $48.2M | 54 | 1,946 |
| Apr 2014 | $1.6B | $1.6B | $48.2M | 54 | 1,946 |
| Feb 2014 | $1.6B | $1.6B | $48.2M | 54 | 1,946 |
| Nov 2013 | $1B | $917.6M | $100.7M | 34 | 1,400 |
| Nov 2013 | $1B | $917.6M | $100.7M | 34 | 1,400 |
| Aug 2013 | $1B | $917.6M | $100.7M | 34 | 1,400 |
| May 2013 | $1B | $917.6M | $100.7M | 34 | 1,400 |
| Mar 2013 | $1B | $917.6M | $100.7M | 34 | 1,400 |
| Jan 2013 | $712.9M | $712.9M | $0 | 26 | 1,100 |
| Jan 2013 | $712.9M | $712.9M | $0 | 26 | 1,100 |
| Jan 2013 | $712.9M | $712.9M | $0 | 26 | 1,100 |
| Dec 2012 | $712.9M | $712.9M | $0 | 26 | 1,100 |
| Aug 2012 | $712.9M | $712.9M | $0 | 11 | 1,100 |
| Mar 2012 | $712.9M | $712.9M | $0 | 11 | 1,100 |
| Dec 2011 | $649.3M | $649.3M | $0 | 11 | 1,000 |
| May 2011 | $649.3M | $649.3M | $0 | -- | -- |
| Mar 2011 | $649.3M | $649.3M | $0 | -- | -- |
| Aug 2010 | $341.8M | $341.8M | $0 | -- | -- |
| Aug 2010 | $341.8M | $341.8M | $0 | -- | -- |
| Mar 2010 | $277.2M | $277.2M | $0 | 10 | -- |
| Feb 2009 | $0 | $0 | $0 | 10 | -- |
DateNov 2025
Total AUM$9B
Discretionary$9B
Non-Disc.$76.2M
Employees140
Clients0
DateNov 2025
Total AUM$9B
Discretionary$9B
Non-Disc.$76.2M
Employees140
Clients0
DateSep 2025
Total AUM$9B
Discretionary$9B
Non-Disc.$76.2M
Employees140
Clients0
DateAug 2025
Total AUM$9B
Discretionary$9B
Non-Disc.$76.2M
Employees140
Clients0
DateAug 2025
Total AUM$9B
Discretionary$9B
Non-Disc.$76.2M
Employees140
Clients0
DateAug 2025
Total AUM$9B
Discretionary$9B
Non-Disc.$76.2M
Employees140
Clients0
DateJul 2025
Total AUM$9B
Discretionary$9B
Non-Disc.$76.2M
Employees140
Clients0
DateJun 2025
Total AUM$9B
Discretionary$9B
Non-Disc.$76.2M
Employees140
Clients0
DateMay 2025
Total AUM$9B
Discretionary$9B
Non-Disc.$76.2M
Employees140
Clients0
DateMay 2025
Total AUM$9B
Discretionary$9B
Non-Disc.$76.2M
Employees140
Clients0
DateMar 2025
Total AUM$9B
Discretionary$9B
Non-Disc.$76.2M
Employees140
Clients0
DateMar 2025
Total AUM$8.5B
Discretionary$8.4B
Non-Disc.$84.2M
Employees145
Clients0
DateFeb 2025
Total AUM$8.5B
Discretionary$8.4B
Non-Disc.$84.2M
Employees145
Clients0
DateFeb 2025
Total AUM$8.5B
Discretionary$8.4B
Non-Disc.$84.2M
Employees145
Clients0
DateFeb 2025
Total AUM$8.5B
Discretionary$8.4B
Non-Disc.$84.2M
Employees145
Clients0
DateDec 2024
Total AUM$8.5B
Discretionary$8.4B
Non-Disc.$84.2M
Employees145
Clients0
DateOct 2024
Total AUM$8.5B
Discretionary$8.4B
Non-Disc.$84.2M
Employees145
Clients0
DateSep 2024
Total AUM$8.5B
Discretionary$8.4B
Non-Disc.$84.2M
Employees145
Clients0
DateAug 2024
Total AUM$8.5B
Discretionary$8.4B
Non-Disc.$84.2M
Employees145
Clients0
DateJul 2024
Total AUM$8.5B
Discretionary$8.4B
Non-Disc.$84.2M
Employees145
Clients0
DateJun 2024
Total AUM$8.5B
Discretionary$8.4B
Non-Disc.$84.2M
Employees145
Clients0
DateMar 2024
Total AUM$8.5B
Discretionary$8.4B
Non-Disc.$84.2M
Employees145
Clients0
DateMar 2024
Total AUM$8.5B
Discretionary$8.4B
Non-Disc.$84.2M
Employees145
Clients0
DateFeb 2024
Total AUM$7.6B
Discretionary$7.6B
Non-Disc.$76.9M
Employees125
Clients0
DateFeb 2024
Total AUM$7.6B
Discretionary$7.6B
Non-Disc.$76.9M
Employees125
Clients0
DateDec 2023
Total AUM$7.6B
Discretionary$7.6B
Non-Disc.$76.9M
Employees125
Clients0
DateDec 2023
Total AUM$7.6B
Discretionary$7.6B
Non-Disc.$76.9M
Employees125
Clients0
DateNov 2023
Total AUM$7.6B
Discretionary$7.6B
Non-Disc.$76.9M
Employees125
Clients0
DateOct 2023
Total AUM$7.6B
Discretionary$7.6B
Non-Disc.$76.9M
Employees125
Clients0
DateOct 2023
Total AUM$7.6B
Discretionary$7.6B
Non-Disc.$76.9M
Employees125
Clients0
DateSep 2023
Total AUM$7B
Discretionary$6.9B
Non-Disc.$82.7M
Employees125
Clients0
DateSep 2023
Total AUM$7B
Discretionary$6.9B
Non-Disc.$82.7M
Employees125
Clients0
DateAug 2023
Total AUM$7B
Discretionary$6.9B
Non-Disc.$82.7M
Employees125
Clients0
DateJun 2023
Total AUM$7B
Discretionary$6.9B
Non-Disc.$82.7M
Employees125
Clients0
DateMay 2023
Total AUM$7B
Discretionary$6.9B
Non-Disc.$82.7M
Employees125
Clients0
DateMay 2023
Total AUM$7B
Discretionary$6.9B
Non-Disc.$82.7M
Employees125
Clients0
DateApr 2023
Total AUM$7B
Discretionary$6.9B
Non-Disc.$82.7M
Employees125
Clients0
DateApr 2023
Total AUM$7B
Discretionary$6.9B
Non-Disc.$82.7M
Employees125
Clients0
DateMar 2023
Total AUM$7B
Discretionary$6.9B
Non-Disc.$82.7M
Employees125
Clients0
DateMar 2023
Total AUM$7B
Discretionary$6.9B
Non-Disc.$82.7M
Employees125
Clients0
DateMar 2023
Total AUM$7B
Discretionary$6.9B
Non-Disc.$82.7M
Employees125
Clients0
DateFeb 2023
Total AUM$7B
Discretionary$6.9B
Non-Disc.$82.7M
Employees125
Clients0
DateJan 2023
Total AUM$7.4B
Discretionary$7.3B
Non-Disc.$87.9M
Employees135
Clients0
DateDec 2022
Total AUM$7.4B
Discretionary$7.3B
Non-Disc.$87.9M
Employees135
Clients0
DateNov 2022
Total AUM$7.4B
Discretionary$7.3B
Non-Disc.$87.9M
Employees135
Clients0
DateNov 2022
Total AUM$7.4B
Discretionary$7.3B
Non-Disc.$87.9M
Employees135
Clients0
DateOct 2022
Total AUM$7.4B
Discretionary$7.3B
Non-Disc.$87.9M
Employees135
Clients0
DateOct 2022
Total AUM$7.4B
Discretionary$7.3B
Non-Disc.$87.9M
Employees135
Clients0
DateSep 2022
Total AUM$7.4B
Discretionary$7.3B
Non-Disc.$87.9M
Employees135
Clients0
DateSep 2022
Total AUM$7.4B
Discretionary$7.3B
Non-Disc.$87.9M
Employees135
Clients0
DateSep 2022
Total AUM$7.4B
Discretionary$7.3B
Non-Disc.$87.9M
Employees135
Clients0
DateAug 2022
Total AUM$7.4B
Discretionary$7.3B
Non-Disc.$87.9M
Employees135
Clients0
DateAug 2022
Total AUM$7.4B
Discretionary$7.3B
Non-Disc.$87.9M
Employees135
Clients0
DateJul 2022
Total AUM$7.4B
Discretionary$7.3B
Non-Disc.$87.9M
Employees135
Clients0
DateJul 2022
Total AUM$7.4B
Discretionary$7.3B
Non-Disc.$87.9M
Employees135
Clients0
DateJun 2022
Total AUM$7.4B
Discretionary$7.3B
Non-Disc.$87.9M
Employees135
Clients0
DateJun 2022
Total AUM$7.4B
Discretionary$7.3B
Non-Disc.$87.9M
Employees135
Clients0
DateMay 2022
Total AUM$7.4B
Discretionary$7.3B
Non-Disc.$87.9M
Employees135
Clients0
DateApr 2022
Total AUM$7.4B
Discretionary$7.3B
Non-Disc.$87.9M
Employees135
Clients0
DateApr 2022
Total AUM$7.4B
Discretionary$7.3B
Non-Disc.$87.9M
Employees135
Clients0
DateMar 2022
Total AUM$7.4B
Discretionary$7.3B
Non-Disc.$87.9M
Employees135
Clients0
DateMar 2022
Total AUM$7.4B
Discretionary$7.3B
Non-Disc.$87.9M
Employees135
Clients0
DateFeb 2022
Total AUM$6.6B
Discretionary$6.5B
Non-Disc.$79.5M
Employees118
Clients0
DateDec 2021
Total AUM$6.6B
Discretionary$6.5B
Non-Disc.$79.5M
Employees118
Clients0
DateDec 2021
Total AUM$6.6B
Discretionary$6.5B
Non-Disc.$79.5M
Employees118
Clients0
DateNov 2021
Total AUM$6.6B
Discretionary$6.5B
Non-Disc.$79.5M
Employees118
Clients0
DateNov 2021
Total AUM$6.6B
Discretionary$6.5B
Non-Disc.$79.5M
Employees118
Clients0
DateAug 2021
Total AUM$6.6B
Discretionary$6.5B
Non-Disc.$79.5M
Employees118
Clients0
DateJul 2021
Total AUM$5.4B
Discretionary$5.3B
Non-Disc.$68.4M
Employees118
Clients0
DateJul 2021
Total AUM$5.4B
Discretionary$5.3B
Non-Disc.$68.4M
Employees118
Clients0
DateJul 2021
Total AUM$5.4B
Discretionary$5.3B
Non-Disc.$68.4M
Employees118
Clients0
DateJun 2021
Total AUM$5.4B
Discretionary$5.3B
Non-Disc.$68.4M
Employees118
Clients0
DateMay 2021
Total AUM$5.4B
Discretionary$5.3B
Non-Disc.$68.4M
Employees118
Clients0
DateMay 2021
Total AUM$5.4B
Discretionary$5.3B
Non-Disc.$68.4M
Employees118
Clients0
DateFeb 2021
Total AUM$5.4B
Discretionary$5.3B
Non-Disc.$68.4M
Employees118
Clients0
DateFeb 2021
Total AUM$5.4B
Discretionary$5.3B
Non-Disc.$68.4M
Employees118
Clients0
DateFeb 2021
Total AUM$5.4B
Discretionary$5.3B
Non-Disc.$68.4M
Employees118
Clients0
DateFeb 2021
Total AUM$5.4B
Discretionary$5.3B
Non-Disc.$68.4M
Employees118
Clients0
DateJan 2021
Total AUM$4.5B
Discretionary$4.5B
Non-Disc.$50.6M
Employees107
Clients0
DateJan 2021
Total AUM$4.5B
Discretionary$4.5B
Non-Disc.$50.6M
Employees107
Clients0
DateDec 2020
Total AUM$4.5B
Discretionary$4.5B
Non-Disc.$50.6M
Employees107
Clients0
DateJul 2020
Total AUM$4.5B
Discretionary$4.5B
Non-Disc.$50.6M
Employees107
Clients0
DateJul 2020
Total AUM$4.5B
Discretionary$4.5B
Non-Disc.$50.6M
Employees107
Clients0
DateJun 2020
Total AUM$4.5B
Discretionary$4.5B
Non-Disc.$50.6M
Employees107
Clients0
DateFeb 2020
Total AUM$4.5B
Discretionary$4.5B
Non-Disc.$50.6M
Employees107
Clients0
DateJun 2019
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$32.2M
Employees96
Clients0
DateApr 2019
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$32.2M
Employees96
Clients0
DateMar 2019
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$32.2M
Employees96
Clients0
DateMar 2019
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$32.2M
Employees96
Clients0
DateDec 2018
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$23.9M
Employees77
Clients0
DateNov 2018
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$23.9M
Employees77
Clients0
DateSep 2018
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$23.9M
Employees77
Clients0
DateMay 2018
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$23.9M
Employees77
Clients0
DateMar 2018
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$23.9M
Employees77
Clients0
DateSep 2017
Total AUM$3B
Discretionary$3B
Non-Disc.$27.8M
Employees70
Clients2,643
DateSep 2017
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$20.7M
Employees70
Clients2,643
DateJul 2017
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$20.7M
Employees70
Clients2,643
DateJun 2017
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$20.7M
Employees70
Clients2,643
DateMay 2017
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$20.7M
Employees70
Clients2,643
DateApr 2017
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$20.7M
Employees70
Clients2,643
DateMar 2017
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$20.7M
Employees70
Clients2,643
DateMar 2017
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$20.7M
Employees70
Clients2,643
DateMar 2017
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$20.7M
Employees70
Clients2,643
DateFeb 2017
Total AUM$2B
Discretionary$2B
Non-Disc.$4.7M
Employees66
Clients2,352
DateJan 2017
Total AUM$2B
Discretionary$2B
Non-Disc.$4.7M
Employees66
Clients2,352
DateDec 2016
Total AUM$2B
Discretionary$2B
Non-Disc.$4.7M
Employees66
Clients2,352
DateOct 2016
Total AUM$2B
Discretionary$2B
Non-Disc.$4.7M
Employees66
Clients2,352
DateMay 2016
Total AUM$2B
Discretionary$2B
Non-Disc.$4.7M
Employees66
Clients2,352
DateFeb 2016
Total AUM$2B
Discretionary$2B
Non-Disc.$4.7M
Employees66
Clients2,352
DateFeb 2016
Total AUM$2B
Discretionary$2B
Non-Disc.$4.7M
Employees66
Clients2,352
DateNov 2015
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$5.4M
Employees62
Clients2,075
DateAug 2015
Total AUM$2B
Discretionary$2B
Non-Disc.$5.3M
Employees62
Clients2,075
DateMar 2015
Total AUM$2B
Discretionary$2B
Non-Disc.$5.3M
Employees62
Clients2,075
DateMar 2015
Total AUM$2B
Discretionary$2B
Non-Disc.$5.3M
Employees62
Clients2,075
DateJan 2015
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$6.5M
Employees54
Clients1,946
DateJan 2015
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$6.5M
Employees54
Clients1,946
DateDec 2014
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$6.5M
Employees54
Clients1,946
DateNov 2014
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$6.6M
Employees54
Clients1,946
DateSep 2014
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$6.6M
Employees54
Clients1,946
DateAug 2014
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$48.2M
Employees54
Clients1,946
DateApr 2014
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$48.2M
Employees54
Clients1,946
DateFeb 2014
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$48.2M
Employees54
Clients1,946
DateNov 2013
Total AUM$1B
Discretionary$917.6M
Non-Disc.$100.7M
Employees34
Clients1,400
DateNov 2013
Total AUM$1B
Discretionary$917.6M
Non-Disc.$100.7M
Employees34
Clients1,400
DateAug 2013
Total AUM$1B
Discretionary$917.6M
Non-Disc.$100.7M
Employees34
Clients1,400
DateMay 2013
Total AUM$1B
Discretionary$917.6M
Non-Disc.$100.7M
Employees34
Clients1,400
DateMar 2013
Total AUM$1B
Discretionary$917.6M
Non-Disc.$100.7M
Employees34
Clients1,400
DateJan 2013
Total AUM$712.9M
Discretionary$712.9M
Non-Disc.$0
Employees26
Clients1,100
DateJan 2013
Total AUM$712.9M
Discretionary$712.9M
Non-Disc.$0
Employees26
Clients1,100
DateJan 2013
Total AUM$712.9M
Discretionary$712.9M
Non-Disc.$0
Employees26
Clients1,100
DateDec 2012
Total AUM$712.9M
Discretionary$712.9M
Non-Disc.$0
Employees26
Clients1,100
DateAug 2012
Total AUM$712.9M
Discretionary$712.9M
Non-Disc.$0
Employees11
Clients1,100
DateMar 2012
Total AUM$712.9M
Discretionary$712.9M
Non-Disc.$0
Employees11
Clients1,100
DateDec 2011
Total AUM$649.3M
Discretionary$649.3M
Non-Disc.$0
Employees11
Clients1,000
DateMay 2011
Total AUM$649.3M
Discretionary$649.3M
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$649.3M
Discretionary$649.3M
Non-Disc.$0
Employees--
Clients--
DateAug 2010
Total AUM$341.8M
Discretionary$341.8M
Non-Disc.$0
Employees--
Clients--
DateAug 2010
Total AUM$341.8M
Discretionary$341.8M
Non-Disc.$0
Employees--
Clients--
DateMar 2010
Total AUM$277.2M
Discretionary$277.2M
Non-Disc.$0
Employees10
Clients--
DateFeb 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--