NEWEDGE ADVISORS, LLC
Legal name: NEWEDGE ADVISORS
CRD #171351 SEC #801-79876 NEW ORLEANS, LA 504-459-4391
SEC Registered
Total AUM
$27.4B
Discretionary
$26.7B
Employees
768
Clients
251
Accounts
82,407
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $27.4B | $26.7B | $668.9M | 768 | 160 |
| Dec 2025 | $27.4B | $26.7B | $668.9M | 768 | 160 |
| Nov 2025 | $27.4B | $26.7B | $668.9M | 768 | 160 |
| Nov 2025 | $27.4B | $26.7B | $668.9M | 768 | 160 |
| Nov 2025 | $27.4B | $26.7B | $668.9M | 768 | 160 |
| Nov 2025 | $27.4B | $26.7B | $668.9M | 768 | 160 |
| Oct 2025 | $27.4B | $26.7B | $668.9M | 768 | 160 |
| Oct 2025 | $27.4B | $26.7B | $668.9M | 768 | 160 |
| Oct 2025 | $27.4B | $26.7B | $668.9M | 768 | 160 |
| Oct 2025 | $27.4B | $26.7B | $668.9M | 768 | 160 |
| Oct 2025 | $27.4B | $26.7B | $668.9M | 768 | 160 |
| Sep 2025 | $27.4B | $26.7B | $668.9M | 768 | 160 |
| Sep 2025 | $27.4B | $26.7B | $668.9M | 768 | 160 |
| Sep 2025 | $27.4B | $26.7B | $668.9M | 768 | 160 |
| Sep 2025 | $27.4B | $26.7B | $668.9M | 768 | 160 |
| Sep 2025 | $27.4B | $26.7B | $668.9M | 768 | 160 |
| Sep 2025 | $27.4B | $26.7B | $668.9M | 768 | 160 |
| Aug 2025 | $27.4B | $26.7B | $668.9M | 768 | 160 |
| Aug 2025 | $27.4B | $26.7B | $668.9M | 768 | 160 |
| Aug 2025 | $27.4B | $26.7B | $668.9M | 768 | 160 |
| Aug 2025 | $27.4B | $26.7B | $668.9M | 768 | 160 |
| Aug 2025 | $27.4B | $26.7B | $668.9M | 768 | 160 |
| Jul 2025 | $27.4B | $26.7B | $668.9M | 768 | 160 |
| Jul 2025 | $27.4B | $26.7B | $668.9M | 768 | 160 |
| Jul 2025 | $27.4B | $26.7B | $668.9M | 768 | 160 |
| Jul 2025 | $27.4B | $26.7B | $668.9M | 768 | 160 |
| Jul 2025 | $27.4B | $26.7B | $668.9M | 768 | 160 |
| Jul 2025 | $27.4B | $26.7B | $668.9M | 768 | 160 |
| May 2025 | $27.4B | $26.7B | $668.9M | 768 | 160 |
| May 2025 | $27.4B | $26.7B | $668.9M | 768 | 160 |
| Apr 2025 | $27.4B | $26.7B | $668.9M | 768 | 160 |
| Apr 2025 | $27.4B | $26.7B | $668.9M | 768 | 160 |
| Apr 2025 | $27.4B | $26.7B | $668.9M | 768 | 160 |
| Apr 2025 | $27.4B | $26.7B | $668.9M | 768 | 160 |
| Apr 2025 | $27.4B | $26.7B | $668.9M | 768 | 160 |
| Apr 2025 | $27.4B | $26.7B | $668.9M | 768 | 160 |
| Mar 2025 | $27.4B | $26.7B | $668.9M | 768 | 160 |
| Feb 2025 | $18.4B | $17.6B | $835.6M | 570 | 141 |
| Jan 2025 | $18.4B | $17.6B | $835.6M | 570 | 141 |
| Jan 2025 | $18.4B | $17.6B | $835.6M | 570 | 141 |
| Jan 2025 | $18.4B | $17.6B | $835.6M | 570 | 141 |
| Nov 2024 | $18.4B | $17.6B | $835.6M | 570 | 141 |
| Nov 2024 | $18.4B | $17.6B | $835.6M | 570 | 141 |
| Nov 2024 | $18.4B | $17.6B | $835.6M | 570 | 141 |
| Oct 2024 | $18.4B | $17.6B | $835.6M | 570 | 141 |
| Oct 2024 | $18.4B | $17.6B | $835.6M | 570 | 141 |
| Oct 2024 | $18.4B | $17.6B | $835.6M | 570 | 141 |
| Sep 2024 | $18.4B | $17.6B | $835.6M | 570 | 141 |
| Aug 2024 | $18.4B | $17.6B | $835.6M | 570 | 141 |
| Aug 2024 | $18.4B | $17.6B | $835.6M | 570 | 141 |
| Aug 2024 | $18.4B | $17.6B | $835.6M | 570 | 141 |
| Aug 2024 | $18.4B | $17.6B | $835.6M | 570 | 141 |
| Jul 2024 | $18.4B | $17.6B | $835.6M | 570 | 141 |
| Jul 2024 | $18.4B | $17.6B | $835.6M | 570 | 141 |
| Jul 2024 | $18.4B | $17.6B | $835.6M | 570 | 141 |
| Jun 2024 | $18.4B | $17.6B | $835.6M | 570 | 141 |
| Jun 2024 | $18.4B | $17.6B | $835.6M | 570 | 141 |
| Jun 2024 | $18.4B | $17.6B | $835.6M | 570 | 141 |
| Jun 2024 | $18.4B | $17.6B | $835.6M | 570 | 141 |
| May 2024 | $18.4B | $17.6B | $835.6M | 570 | 141 |
| May 2024 | $18.4B | $17.6B | $835.6M | 570 | 141 |
| May 2024 | $18.4B | $17.6B | $835.6M | 570 | 141 |
| Apr 2024 | $18.4B | $17.6B | $835.6M | 570 | 141 |
| Apr 2024 | $18.4B | $17.6B | $835.6M | 570 | 141 |
| Mar 2024 | $18.4B | $17.6B | $835.6M | 570 | 141 |
| Feb 2024 | $12.7B | $12.2B | $475M | 499 | 101 |
| Feb 2024 | $12.7B | $12.2B | $475M | 499 | 101 |
| Feb 2024 | $12.7B | $12.2B | $475M | 499 | 101 |
| Feb 2024 | $12.7B | $12.2B | $475M | 499 | 101 |
| Jan 2024 | $12.7B | $12.2B | $475M | 499 | 101 |
| Dec 2023 | $12.7B | $12.2B | $475M | 499 | 101 |
| Dec 2023 | $12.7B | $12.2B | $475M | 499 | 101 |
| Dec 2023 | $12.7B | $12.2B | $475M | 499 | 101 |
| Dec 2023 | $12.7B | $12.2B | $475M | 499 | 101 |
| Nov 2023 | $12.7B | $12.2B | $475M | 499 | 101 |
| Nov 2023 | $12.7B | $12.2B | $475M | 499 | 101 |
| Oct 2023 | $12.7B | $12.2B | $475M | 499 | 101 |
| Oct 2023 | $12.7B | $12.2B | $475M | 499 | 101 |
| Oct 2023 | $12.7B | $12.2B | $475M | 499 | 101 |
| Sep 2023 | $12.7B | $12.2B | $475M | 499 | 101 |
| Sep 2023 | $12.7B | $12.2B | $475M | 499 | 101 |
| Sep 2023 | $12.7B | $12.2B | $475M | 499 | 101 |
| Aug 2023 | $12.7B | $12.2B | $475M | 499 | 101 |
| Jul 2023 | $12.7B | $12.2B | $475M | 499 | 101 |
| Jun 2023 | $12.7B | $12.2B | $475M | 499 | 101 |
| Jun 2023 | $12.7B | $12.2B | $475M | 499 | 101 |
| Jun 2023 | $12.7B | $12.2B | $475M | 499 | 101 |
| Jun 2023 | $12.7B | $12.2B | $475M | 499 | 101 |
| Jun 2023 | $12.7B | $12.2B | $475M | 499 | 101 |
| May 2023 | $12.7B | $12.2B | $475M | 499 | 101 |
| May 2023 | $12.7B | $12.2B | $475M | 499 | 101 |
| May 2023 | $12.7B | $12.2B | $475M | 499 | 101 |
| Apr 2023 | $12.7B | $12.2B | $475M | 499 | 101 |
| Apr 2023 | $12.7B | $12.2B | $475M | 499 | 101 |
| Mar 2023 | $12.7B | $12.2B | $475M | 499 | 101 |
| Feb 2023 | $12.6B | $12.1B | $511.3M | 434 | 225 |
| Feb 2023 | $12.6B | $12.1B | $511.3M | 434 | 225 |
| Feb 2023 | $12.6B | $12.1B | $511.3M | 434 | 225 |
| Jan 2023 | $12.6B | $12.1B | $511.3M | 434 | 225 |
| Dec 2022 | $12.6B | $12.1B | $511.3M | 434 | 225 |
| Nov 2022 | $12.6B | $12.1B | $511.3M | 434 | 225 |
| Oct 2022 | $12.6B | $12.1B | $511.3M | 434 | 225 |
| Oct 2022 | $12.6B | $12.1B | $511.3M | 434 | 225 |
| Aug 2022 | $12.6B | $12.1B | $511.3M | 434 | 225 |
| Jun 2022 | $12.6B | $12.1B | $511.3M | 434 | 225 |
| Apr 2022 | $12.6B | $12.1B | $511.3M | 434 | 225 |
| Apr 2022 | $12.6B | $12.1B | $511.3M | 434 | 225 |
| Apr 2022 | $12.6B | $12.1B | $511.3M | 434 | 225 |
| Mar 2022 | $12.6B | $12.1B | $511.3M | 434 | 225 |
| Feb 2022 | $9.1B | $8.5B | $588.8M | 278 | 225 |
| Feb 2022 | $9.1B | $8.5B | $588.8M | 278 | 225 |
| Dec 2021 | $9.1B | $8.5B | $588.8M | 278 | 225 |
| Nov 2021 | $9.1B | $8.5B | $588.8M | 278 | 225 |
| Nov 2021 | $9.1B | $8.5B | $588.8M | 278 | 225 |
| Nov 2021 | $9.1B | $8.5B | $588.8M | 278 | 225 |
| Nov 2021 | $9.1B | $8.5B | $588.8M | 278 | 225 |
| Sep 2021 | $5.7B | $5.6B | $55.1M | 182 | 0 |
| Jul 2021 | $5.7B | $5.6B | $55.1M | 182 | 0 |
| Jul 2021 | $5.7B | $5.6B | $55.1M | 178 | 0 |
| Apr 2021 | $5.7B | $5.6B | $55.1M | 178 | 0 |
| Mar 2021 | $5.7B | $5.6B | $55.1M | 168 | 0 |
| Feb 2021 | $5.7B | $5.6B | $55.1M | 166 | 0 |
| Dec 2020 | $4.2B | $4B | $162M | 166 | 0 |
| Nov 2020 | $4.2B | $4B | $162M | 177 | 0 |
| Nov 2020 | $4.2B | $4B | $162M | 177 | 0 |
| Oct 2020 | $4.2B | $4B | $162M | 177 | 0 |
| Oct 2020 | $4.2B | $4B | $162M | 177 | 0 |
| Sep 2020 | $4.2B | $4B | $162M | 175 | 0 |
| Jul 2020 | $4.2B | $4B | $162M | 175 | 0 |
| Jul 2020 | $4.2B | $4B | $162M | 169 | 0 |
| Jun 2020 | $4.2B | $4B | $162M | 167 | 0 |
| May 2020 | $4.2B | $4B | $162M | 167 | 0 |
| May 2020 | $4.2B | $4B | $162M | 167 | 0 |
| May 2020 | $4.2B | $4B | $162M | 167 | 0 |
| Apr 2020 | $4.2B | $4B | $162M | 167 | 0 |
| Apr 2020 | $4.2B | $4B | $162M | 166 | 0 |
| Mar 2020 | $4.2B | $4B | $162M | 166 | 0 |
| Mar 2020 | $4.2B | $4B | $162M | 166 | 0 |
| Mar 2020 | $4.2B | $4B | $162M | 163 | 0 |
| Feb 2020 | $4.2B | $4B | $162M | 163 | 0 |
| Feb 2020 | $4.2B | $4B | $162M | 163 | 0 |
| Nov 2019 | $2.5B | $2.5B | $13.3M | 163 | 0 |
| Nov 2019 | $2.5B | $2.5B | $13.3M | 163 | 0 |
| Nov 2019 | $2.5B | $2.5B | $13.3M | 161 | 0 |
| Aug 2019 | $2.5B | $2.5B | $13.3M | 160 | 0 |
| Aug 2019 | $2.5B | $2.5B | $13.3M | 160 | 0 |
| Jul 2019 | $2.5B | $2.5B | $13.3M | 160 | 0 |
| Jun 2019 | $2.5B | $2.5B | $13.3M | 160 | 0 |
| Jun 2019 | $2.5B | $2.5B | $13.3M | 160 | 0 |
| May 2019 | $2.5B | $2.5B | $13.3M | 160 | 0 |
| Apr 2019 | $2.5B | $2.5B | $13.3M | 160 | 0 |
| Mar 2019 | $2.5B | $2.5B | $13.3M | 160 | 0 |
| Mar 2019 | $2.5B | $2.5B | $13.3M | 160 | 0 |
| Feb 2019 | $2.5B | $2.5B | $13.3M | 160 | 0 |
| Feb 2019 | $1.3B | $1.3B | $1.1M | 40 | 0 |
| Feb 2019 | $1.3B | $1.3B | $1.1M | 40 | 0 |
| Feb 2019 | $1.3B | $1.3B | $1.1M | 40 | 0 |
| Jan 2019 | $1.3B | $1.3B | $1.1M | 40 | 0 |
| Jan 2019 | $1.3B | $1.3B | $1.1M | 40 | 0 |
| Dec 2018 | $1.3B | $1.3B | $1.1M | 40 | 0 |
| Nov 2018 | $1.3B | $1.3B | $1.1M | 40 | 0 |
| Nov 2018 | $1.3B | $1.3B | $1.1M | 40 | 0 |
| Nov 2018 | $1.3B | $1.3B | $1.1M | 40 | 0 |
| Nov 2018 | $1.3B | $1.3B | $1.1M | 40 | 0 |
| Nov 2018 | $1.3B | $1.3B | $1.1M | 40 | 0 |
| Nov 2018 | $1.3B | $1.3B | $1.1M | 40 | 0 |
| Sep 2018 | $1.3B | $1.3B | $1.1M | 40 | 0 |
| Sep 2018 | $1.3B | $1.3B | $1.1M | 40 | 0 |
| Jul 2018 | $1.3B | $1.3B | $1.1M | 40 | 0 |
| May 2018 | $1.3B | $1.3B | $1.1M | 40 | 0 |
| Apr 2018 | $1.3B | $1.3B | $1.1M | 40 | 0 |
| Apr 2018 | $1.3B | $1.3B | $1.1M | 40 | 0 |
| Apr 2018 | $1.3B | $1.3B | $1.1M | 40 | 0 |
| Apr 2018 | $1.3B | $1.3B | $1.1M | 40 | 0 |
| Mar 2018 | $1.3B | $1.3B | $1.1M | 40 | 0 |
| Mar 2018 | $1.3B | $1.3B | $1.1M | 40 | 0 |
| Feb 2018 | $1.1B | $1.1B | $33K | 36 | 0 |
| Dec 2017 | $1.1B | $1.1B | $33K | 36 | 0 |
| Nov 2017 | $1.1B | $1.1B | $33K | 36 | 0 |
| Oct 2017 | $709.9M | $709.6M | $328.9K | 36 | 0 |
| Sep 2017 | $709.9M | $709.6M | $328.9K | 36 | 700 |
| Aug 2017 | $709.9M | $709.6M | $328.9K | 36 | 700 |
| Jun 2017 | $709.9M | $709.6M | $328.9K | 36 | 700 |
| Jun 2017 | $709.9M | $709.6M | $328.9K | 36 | 700 |
| Jun 2017 | $709.9M | $709.6M | $328.9K | 36 | 700 |
| Jun 2017 | $709.9M | $709.6M | $328.9K | 36 | 700 |
| Mar 2017 | $709.9M | $709.6M | $328.9K | 34 | 700 |
| Jan 2017 | $709.9M | $709.6M | $328.9K | 34 | 700 |
| Oct 2016 | $254.6M | $254.6M | $0 | 18 | 700 |
| Sep 2016 | $254.6M | $254.6M | $0 | 18 | 700 |
| Aug 2016 | $254.6M | $254.6M | $0 | 18 | 700 |
| Aug 2016 | $254.6M | $254.6M | $0 | 18 | 700 |
| Aug 2016 | $254.6M | $254.6M | $0 | 18 | 700 |
| Jul 2016 | $254.6M | $254.6M | $0 | 18 | 700 |
| Jun 2016 | $254.6M | $254.6M | $0 | 10 | 700 |
| Jun 2016 | $254.6M | $254.6M | $0 | 10 | 700 |
| Jun 2016 | $254.6M | $254.6M | $0 | 10 | 700 |
| Jun 2016 | $254.6M | $254.6M | $0 | 10 | 700 |
| May 2016 | $254.6M | $254.6M | $0 | 10 | 700 |
| Apr 2016 | $254.6M | $254.6M | $0 | 10 | 700 |
| Apr 2016 | $254.6M | $254.6M | $0 | 10 | 700 |
| Apr 2016 | $254.6M | $254.6M | $0 | 10 | 700 |
| Apr 2016 | $254.6M | $254.6M | $0 | 10 | 700 |
| Mar 2016 | $254.6M | $254.6M | $0 | 10 | 700 |
| Jan 2016 | $254.6M | $254.6M | $0 | 10 | 700 |
| Jan 2016 | $254.6M | $254.6M | $0 | 10 | 700 |
| Nov 2015 | $237.3M | $237.3M | $0 | 11 | 690 |
| Nov 2015 | $237.3M | $237.3M | $0 | 11 | 690 |
| Oct 2015 | $237.3M | $237.3M | $0 | 9 | 690 |
| Jul 2015 | $447.2M | $237.2M | $210M | 9 | 690 |
| Jul 2015 | $447.2M | $237.2M | $210M | 9 | 690 |
| Feb 2015 | $447.2M | $237.2M | $210M | 9 | 690 |
| Aug 2014 | $111.3M | $89M | $22.3M | 5 | 0 |
| Jun 2014 | $0 | $0 | $0 | 5 | 0 |
| Jun 2014 | $0 | $0 | $0 | 5 | 0 |
| May 2014 | $0 | $0 | $0 | 5 | 0 |
DateDec 2025
Total AUM$27.4B
Discretionary$26.7B
Non-Disc.$668.9M
Employees768
Clients160
DateDec 2025
Total AUM$27.4B
Discretionary$26.7B
Non-Disc.$668.9M
Employees768
Clients160
DateNov 2025
Total AUM$27.4B
Discretionary$26.7B
Non-Disc.$668.9M
Employees768
Clients160
DateNov 2025
Total AUM$27.4B
Discretionary$26.7B
Non-Disc.$668.9M
Employees768
Clients160
DateNov 2025
Total AUM$27.4B
Discretionary$26.7B
Non-Disc.$668.9M
Employees768
Clients160
DateNov 2025
Total AUM$27.4B
Discretionary$26.7B
Non-Disc.$668.9M
Employees768
Clients160
DateOct 2025
Total AUM$27.4B
Discretionary$26.7B
Non-Disc.$668.9M
Employees768
Clients160
DateOct 2025
Total AUM$27.4B
Discretionary$26.7B
Non-Disc.$668.9M
Employees768
Clients160
DateOct 2025
Total AUM$27.4B
Discretionary$26.7B
Non-Disc.$668.9M
Employees768
Clients160
DateOct 2025
Total AUM$27.4B
Discretionary$26.7B
Non-Disc.$668.9M
Employees768
Clients160
DateOct 2025
Total AUM$27.4B
Discretionary$26.7B
Non-Disc.$668.9M
Employees768
Clients160
DateSep 2025
Total AUM$27.4B
Discretionary$26.7B
Non-Disc.$668.9M
Employees768
Clients160
DateSep 2025
Total AUM$27.4B
Discretionary$26.7B
Non-Disc.$668.9M
Employees768
Clients160
DateSep 2025
Total AUM$27.4B
Discretionary$26.7B
Non-Disc.$668.9M
Employees768
Clients160
DateSep 2025
Total AUM$27.4B
Discretionary$26.7B
Non-Disc.$668.9M
Employees768
Clients160
DateSep 2025
Total AUM$27.4B
Discretionary$26.7B
Non-Disc.$668.9M
Employees768
Clients160
DateSep 2025
Total AUM$27.4B
Discretionary$26.7B
Non-Disc.$668.9M
Employees768
Clients160
DateAug 2025
Total AUM$27.4B
Discretionary$26.7B
Non-Disc.$668.9M
Employees768
Clients160
DateAug 2025
Total AUM$27.4B
Discretionary$26.7B
Non-Disc.$668.9M
Employees768
Clients160
DateAug 2025
Total AUM$27.4B
Discretionary$26.7B
Non-Disc.$668.9M
Employees768
Clients160
DateAug 2025
Total AUM$27.4B
Discretionary$26.7B
Non-Disc.$668.9M
Employees768
Clients160
DateAug 2025
Total AUM$27.4B
Discretionary$26.7B
Non-Disc.$668.9M
Employees768
Clients160
DateJul 2025
Total AUM$27.4B
Discretionary$26.7B
Non-Disc.$668.9M
Employees768
Clients160
DateJul 2025
Total AUM$27.4B
Discretionary$26.7B
Non-Disc.$668.9M
Employees768
Clients160
DateJul 2025
Total AUM$27.4B
Discretionary$26.7B
Non-Disc.$668.9M
Employees768
Clients160
DateJul 2025
Total AUM$27.4B
Discretionary$26.7B
Non-Disc.$668.9M
Employees768
Clients160
DateJul 2025
Total AUM$27.4B
Discretionary$26.7B
Non-Disc.$668.9M
Employees768
Clients160
DateJul 2025
Total AUM$27.4B
Discretionary$26.7B
Non-Disc.$668.9M
Employees768
Clients160
DateMay 2025
Total AUM$27.4B
Discretionary$26.7B
Non-Disc.$668.9M
Employees768
Clients160
DateMay 2025
Total AUM$27.4B
Discretionary$26.7B
Non-Disc.$668.9M
Employees768
Clients160
DateApr 2025
Total AUM$27.4B
Discretionary$26.7B
Non-Disc.$668.9M
Employees768
Clients160
DateApr 2025
Total AUM$27.4B
Discretionary$26.7B
Non-Disc.$668.9M
Employees768
Clients160
DateApr 2025
Total AUM$27.4B
Discretionary$26.7B
Non-Disc.$668.9M
Employees768
Clients160
DateApr 2025
Total AUM$27.4B
Discretionary$26.7B
Non-Disc.$668.9M
Employees768
Clients160
DateApr 2025
Total AUM$27.4B
Discretionary$26.7B
Non-Disc.$668.9M
Employees768
Clients160
DateApr 2025
Total AUM$27.4B
Discretionary$26.7B
Non-Disc.$668.9M
Employees768
Clients160
DateMar 2025
Total AUM$27.4B
Discretionary$26.7B
Non-Disc.$668.9M
Employees768
Clients160
DateFeb 2025
Total AUM$18.4B
Discretionary$17.6B
Non-Disc.$835.6M
Employees570
Clients141
DateJan 2025
Total AUM$18.4B
Discretionary$17.6B
Non-Disc.$835.6M
Employees570
Clients141
DateJan 2025
Total AUM$18.4B
Discretionary$17.6B
Non-Disc.$835.6M
Employees570
Clients141
DateJan 2025
Total AUM$18.4B
Discretionary$17.6B
Non-Disc.$835.6M
Employees570
Clients141
DateNov 2024
Total AUM$18.4B
Discretionary$17.6B
Non-Disc.$835.6M
Employees570
Clients141
DateNov 2024
Total AUM$18.4B
Discretionary$17.6B
Non-Disc.$835.6M
Employees570
Clients141
DateNov 2024
Total AUM$18.4B
Discretionary$17.6B
Non-Disc.$835.6M
Employees570
Clients141
DateOct 2024
Total AUM$18.4B
Discretionary$17.6B
Non-Disc.$835.6M
Employees570
Clients141
DateOct 2024
Total AUM$18.4B
Discretionary$17.6B
Non-Disc.$835.6M
Employees570
Clients141
DateOct 2024
Total AUM$18.4B
Discretionary$17.6B
Non-Disc.$835.6M
Employees570
Clients141
DateSep 2024
Total AUM$18.4B
Discretionary$17.6B
Non-Disc.$835.6M
Employees570
Clients141
DateAug 2024
Total AUM$18.4B
Discretionary$17.6B
Non-Disc.$835.6M
Employees570
Clients141
DateAug 2024
Total AUM$18.4B
Discretionary$17.6B
Non-Disc.$835.6M
Employees570
Clients141
DateAug 2024
Total AUM$18.4B
Discretionary$17.6B
Non-Disc.$835.6M
Employees570
Clients141
DateAug 2024
Total AUM$18.4B
Discretionary$17.6B
Non-Disc.$835.6M
Employees570
Clients141
DateJul 2024
Total AUM$18.4B
Discretionary$17.6B
Non-Disc.$835.6M
Employees570
Clients141
DateJul 2024
Total AUM$18.4B
Discretionary$17.6B
Non-Disc.$835.6M
Employees570
Clients141
DateJul 2024
Total AUM$18.4B
Discretionary$17.6B
Non-Disc.$835.6M
Employees570
Clients141
DateJun 2024
Total AUM$18.4B
Discretionary$17.6B
Non-Disc.$835.6M
Employees570
Clients141
DateJun 2024
Total AUM$18.4B
Discretionary$17.6B
Non-Disc.$835.6M
Employees570
Clients141
DateJun 2024
Total AUM$18.4B
Discretionary$17.6B
Non-Disc.$835.6M
Employees570
Clients141
DateJun 2024
Total AUM$18.4B
Discretionary$17.6B
Non-Disc.$835.6M
Employees570
Clients141
DateMay 2024
Total AUM$18.4B
Discretionary$17.6B
Non-Disc.$835.6M
Employees570
Clients141
DateMay 2024
Total AUM$18.4B
Discretionary$17.6B
Non-Disc.$835.6M
Employees570
Clients141
DateMay 2024
Total AUM$18.4B
Discretionary$17.6B
Non-Disc.$835.6M
Employees570
Clients141
DateApr 2024
Total AUM$18.4B
Discretionary$17.6B
Non-Disc.$835.6M
Employees570
Clients141
DateApr 2024
Total AUM$18.4B
Discretionary$17.6B
Non-Disc.$835.6M
Employees570
Clients141
DateMar 2024
Total AUM$18.4B
Discretionary$17.6B
Non-Disc.$835.6M
Employees570
Clients141
DateFeb 2024
Total AUM$12.7B
Discretionary$12.2B
Non-Disc.$475M
Employees499
Clients101
DateFeb 2024
Total AUM$12.7B
Discretionary$12.2B
Non-Disc.$475M
Employees499
Clients101
DateFeb 2024
Total AUM$12.7B
Discretionary$12.2B
Non-Disc.$475M
Employees499
Clients101
DateFeb 2024
Total AUM$12.7B
Discretionary$12.2B
Non-Disc.$475M
Employees499
Clients101
DateJan 2024
Total AUM$12.7B
Discretionary$12.2B
Non-Disc.$475M
Employees499
Clients101
DateDec 2023
Total AUM$12.7B
Discretionary$12.2B
Non-Disc.$475M
Employees499
Clients101
DateDec 2023
Total AUM$12.7B
Discretionary$12.2B
Non-Disc.$475M
Employees499
Clients101
DateDec 2023
Total AUM$12.7B
Discretionary$12.2B
Non-Disc.$475M
Employees499
Clients101
DateDec 2023
Total AUM$12.7B
Discretionary$12.2B
Non-Disc.$475M
Employees499
Clients101
DateNov 2023
Total AUM$12.7B
Discretionary$12.2B
Non-Disc.$475M
Employees499
Clients101
DateNov 2023
Total AUM$12.7B
Discretionary$12.2B
Non-Disc.$475M
Employees499
Clients101
DateOct 2023
Total AUM$12.7B
Discretionary$12.2B
Non-Disc.$475M
Employees499
Clients101
DateOct 2023
Total AUM$12.7B
Discretionary$12.2B
Non-Disc.$475M
Employees499
Clients101
DateOct 2023
Total AUM$12.7B
Discretionary$12.2B
Non-Disc.$475M
Employees499
Clients101
DateSep 2023
Total AUM$12.7B
Discretionary$12.2B
Non-Disc.$475M
Employees499
Clients101
DateSep 2023
Total AUM$12.7B
Discretionary$12.2B
Non-Disc.$475M
Employees499
Clients101
DateSep 2023
Total AUM$12.7B
Discretionary$12.2B
Non-Disc.$475M
Employees499
Clients101
DateAug 2023
Total AUM$12.7B
Discretionary$12.2B
Non-Disc.$475M
Employees499
Clients101
DateJul 2023
Total AUM$12.7B
Discretionary$12.2B
Non-Disc.$475M
Employees499
Clients101
DateJun 2023
Total AUM$12.7B
Discretionary$12.2B
Non-Disc.$475M
Employees499
Clients101
DateJun 2023
Total AUM$12.7B
Discretionary$12.2B
Non-Disc.$475M
Employees499
Clients101
DateJun 2023
Total AUM$12.7B
Discretionary$12.2B
Non-Disc.$475M
Employees499
Clients101
DateJun 2023
Total AUM$12.7B
Discretionary$12.2B
Non-Disc.$475M
Employees499
Clients101
DateJun 2023
Total AUM$12.7B
Discretionary$12.2B
Non-Disc.$475M
Employees499
Clients101
DateMay 2023
Total AUM$12.7B
Discretionary$12.2B
Non-Disc.$475M
Employees499
Clients101
DateMay 2023
Total AUM$12.7B
Discretionary$12.2B
Non-Disc.$475M
Employees499
Clients101
DateMay 2023
Total AUM$12.7B
Discretionary$12.2B
Non-Disc.$475M
Employees499
Clients101
DateApr 2023
Total AUM$12.7B
Discretionary$12.2B
Non-Disc.$475M
Employees499
Clients101
DateApr 2023
Total AUM$12.7B
Discretionary$12.2B
Non-Disc.$475M
Employees499
Clients101
DateMar 2023
Total AUM$12.7B
Discretionary$12.2B
Non-Disc.$475M
Employees499
Clients101
DateFeb 2023
Total AUM$12.6B
Discretionary$12.1B
Non-Disc.$511.3M
Employees434
Clients225
DateFeb 2023
Total AUM$12.6B
Discretionary$12.1B
Non-Disc.$511.3M
Employees434
Clients225
DateFeb 2023
Total AUM$12.6B
Discretionary$12.1B
Non-Disc.$511.3M
Employees434
Clients225
DateJan 2023
Total AUM$12.6B
Discretionary$12.1B
Non-Disc.$511.3M
Employees434
Clients225
DateDec 2022
Total AUM$12.6B
Discretionary$12.1B
Non-Disc.$511.3M
Employees434
Clients225
DateNov 2022
Total AUM$12.6B
Discretionary$12.1B
Non-Disc.$511.3M
Employees434
Clients225
DateOct 2022
Total AUM$12.6B
Discretionary$12.1B
Non-Disc.$511.3M
Employees434
Clients225
DateOct 2022
Total AUM$12.6B
Discretionary$12.1B
Non-Disc.$511.3M
Employees434
Clients225
DateAug 2022
Total AUM$12.6B
Discretionary$12.1B
Non-Disc.$511.3M
Employees434
Clients225
DateJun 2022
Total AUM$12.6B
Discretionary$12.1B
Non-Disc.$511.3M
Employees434
Clients225
DateApr 2022
Total AUM$12.6B
Discretionary$12.1B
Non-Disc.$511.3M
Employees434
Clients225
DateApr 2022
Total AUM$12.6B
Discretionary$12.1B
Non-Disc.$511.3M
Employees434
Clients225
DateApr 2022
Total AUM$12.6B
Discretionary$12.1B
Non-Disc.$511.3M
Employees434
Clients225
DateMar 2022
Total AUM$12.6B
Discretionary$12.1B
Non-Disc.$511.3M
Employees434
Clients225
DateFeb 2022
Total AUM$9.1B
Discretionary$8.5B
Non-Disc.$588.8M
Employees278
Clients225
DateFeb 2022
Total AUM$9.1B
Discretionary$8.5B
Non-Disc.$588.8M
Employees278
Clients225
DateDec 2021
Total AUM$9.1B
Discretionary$8.5B
Non-Disc.$588.8M
Employees278
Clients225
DateNov 2021
Total AUM$9.1B
Discretionary$8.5B
Non-Disc.$588.8M
Employees278
Clients225
DateNov 2021
Total AUM$9.1B
Discretionary$8.5B
Non-Disc.$588.8M
Employees278
Clients225
DateNov 2021
Total AUM$9.1B
Discretionary$8.5B
Non-Disc.$588.8M
Employees278
Clients225
DateNov 2021
Total AUM$9.1B
Discretionary$8.5B
Non-Disc.$588.8M
Employees278
Clients225
DateSep 2021
Total AUM$5.7B
Discretionary$5.6B
Non-Disc.$55.1M
Employees182
Clients0
DateJul 2021
Total AUM$5.7B
Discretionary$5.6B
Non-Disc.$55.1M
Employees182
Clients0
DateJul 2021
Total AUM$5.7B
Discretionary$5.6B
Non-Disc.$55.1M
Employees178
Clients0
DateApr 2021
Total AUM$5.7B
Discretionary$5.6B
Non-Disc.$55.1M
Employees178
Clients0
DateMar 2021
Total AUM$5.7B
Discretionary$5.6B
Non-Disc.$55.1M
Employees168
Clients0
DateFeb 2021
Total AUM$5.7B
Discretionary$5.6B
Non-Disc.$55.1M
Employees166
Clients0
DateDec 2020
Total AUM$4.2B
Discretionary$4B
Non-Disc.$162M
Employees166
Clients0
DateNov 2020
Total AUM$4.2B
Discretionary$4B
Non-Disc.$162M
Employees177
Clients0
DateNov 2020
Total AUM$4.2B
Discretionary$4B
Non-Disc.$162M
Employees177
Clients0
DateOct 2020
Total AUM$4.2B
Discretionary$4B
Non-Disc.$162M
Employees177
Clients0
DateOct 2020
Total AUM$4.2B
Discretionary$4B
Non-Disc.$162M
Employees177
Clients0
DateSep 2020
Total AUM$4.2B
Discretionary$4B
Non-Disc.$162M
Employees175
Clients0
DateJul 2020
Total AUM$4.2B
Discretionary$4B
Non-Disc.$162M
Employees175
Clients0
DateJul 2020
Total AUM$4.2B
Discretionary$4B
Non-Disc.$162M
Employees169
Clients0
DateJun 2020
Total AUM$4.2B
Discretionary$4B
Non-Disc.$162M
Employees167
Clients0
DateMay 2020
Total AUM$4.2B
Discretionary$4B
Non-Disc.$162M
Employees167
Clients0
DateMay 2020
Total AUM$4.2B
Discretionary$4B
Non-Disc.$162M
Employees167
Clients0
DateMay 2020
Total AUM$4.2B
Discretionary$4B
Non-Disc.$162M
Employees167
Clients0
DateApr 2020
Total AUM$4.2B
Discretionary$4B
Non-Disc.$162M
Employees167
Clients0
DateApr 2020
Total AUM$4.2B
Discretionary$4B
Non-Disc.$162M
Employees166
Clients0
DateMar 2020
Total AUM$4.2B
Discretionary$4B
Non-Disc.$162M
Employees166
Clients0
DateMar 2020
Total AUM$4.2B
Discretionary$4B
Non-Disc.$162M
Employees166
Clients0
DateMar 2020
Total AUM$4.2B
Discretionary$4B
Non-Disc.$162M
Employees163
Clients0
DateFeb 2020
Total AUM$4.2B
Discretionary$4B
Non-Disc.$162M
Employees163
Clients0
DateFeb 2020
Total AUM$4.2B
Discretionary$4B
Non-Disc.$162M
Employees163
Clients0
DateNov 2019
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$13.3M
Employees163
Clients0
DateNov 2019
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$13.3M
Employees163
Clients0
DateNov 2019
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$13.3M
Employees161
Clients0
DateAug 2019
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$13.3M
Employees160
Clients0
DateAug 2019
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$13.3M
Employees160
Clients0
DateJul 2019
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$13.3M
Employees160
Clients0
DateJun 2019
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$13.3M
Employees160
Clients0
DateJun 2019
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$13.3M
Employees160
Clients0
DateMay 2019
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$13.3M
Employees160
Clients0
DateApr 2019
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$13.3M
Employees160
Clients0
DateMar 2019
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$13.3M
Employees160
Clients0
DateMar 2019
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$13.3M
Employees160
Clients0
DateFeb 2019
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$13.3M
Employees160
Clients0
DateFeb 2019
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$1.1M
Employees40
Clients0
DateFeb 2019
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$1.1M
Employees40
Clients0
DateFeb 2019
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$1.1M
Employees40
Clients0
DateJan 2019
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$1.1M
Employees40
Clients0
DateJan 2019
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$1.1M
Employees40
Clients0
DateDec 2018
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$1.1M
Employees40
Clients0
DateNov 2018
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$1.1M
Employees40
Clients0
DateNov 2018
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$1.1M
Employees40
Clients0
DateNov 2018
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$1.1M
Employees40
Clients0
DateNov 2018
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$1.1M
Employees40
Clients0
DateNov 2018
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$1.1M
Employees40
Clients0
DateNov 2018
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$1.1M
Employees40
Clients0
DateSep 2018
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$1.1M
Employees40
Clients0
DateSep 2018
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$1.1M
Employees40
Clients0
DateJul 2018
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$1.1M
Employees40
Clients0
DateMay 2018
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$1.1M
Employees40
Clients0
DateApr 2018
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$1.1M
Employees40
Clients0
DateApr 2018
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$1.1M
Employees40
Clients0
DateApr 2018
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$1.1M
Employees40
Clients0
DateApr 2018
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$1.1M
Employees40
Clients0
DateMar 2018
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$1.1M
Employees40
Clients0
DateMar 2018
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$1.1M
Employees40
Clients0
DateFeb 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$33K
Employees36
Clients0
DateDec 2017
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$33K
Employees36
Clients0
DateNov 2017
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$33K
Employees36
Clients0
DateOct 2017
Total AUM$709.9M
Discretionary$709.6M
Non-Disc.$328.9K
Employees36
Clients0
DateSep 2017
Total AUM$709.9M
Discretionary$709.6M
Non-Disc.$328.9K
Employees36
Clients700
DateAug 2017
Total AUM$709.9M
Discretionary$709.6M
Non-Disc.$328.9K
Employees36
Clients700
DateJun 2017
Total AUM$709.9M
Discretionary$709.6M
Non-Disc.$328.9K
Employees36
Clients700
DateJun 2017
Total AUM$709.9M
Discretionary$709.6M
Non-Disc.$328.9K
Employees36
Clients700
DateJun 2017
Total AUM$709.9M
Discretionary$709.6M
Non-Disc.$328.9K
Employees36
Clients700
DateJun 2017
Total AUM$709.9M
Discretionary$709.6M
Non-Disc.$328.9K
Employees36
Clients700
DateMar 2017
Total AUM$709.9M
Discretionary$709.6M
Non-Disc.$328.9K
Employees34
Clients700
DateJan 2017
Total AUM$709.9M
Discretionary$709.6M
Non-Disc.$328.9K
Employees34
Clients700
DateOct 2016
Total AUM$254.6M
Discretionary$254.6M
Non-Disc.$0
Employees18
Clients700
DateSep 2016
Total AUM$254.6M
Discretionary$254.6M
Non-Disc.$0
Employees18
Clients700
DateAug 2016
Total AUM$254.6M
Discretionary$254.6M
Non-Disc.$0
Employees18
Clients700
DateAug 2016
Total AUM$254.6M
Discretionary$254.6M
Non-Disc.$0
Employees18
Clients700
DateAug 2016
Total AUM$254.6M
Discretionary$254.6M
Non-Disc.$0
Employees18
Clients700
DateJul 2016
Total AUM$254.6M
Discretionary$254.6M
Non-Disc.$0
Employees18
Clients700
DateJun 2016
Total AUM$254.6M
Discretionary$254.6M
Non-Disc.$0
Employees10
Clients700
DateJun 2016
Total AUM$254.6M
Discretionary$254.6M
Non-Disc.$0
Employees10
Clients700
DateJun 2016
Total AUM$254.6M
Discretionary$254.6M
Non-Disc.$0
Employees10
Clients700
DateJun 2016
Total AUM$254.6M
Discretionary$254.6M
Non-Disc.$0
Employees10
Clients700
DateMay 2016
Total AUM$254.6M
Discretionary$254.6M
Non-Disc.$0
Employees10
Clients700
DateApr 2016
Total AUM$254.6M
Discretionary$254.6M
Non-Disc.$0
Employees10
Clients700
DateApr 2016
Total AUM$254.6M
Discretionary$254.6M
Non-Disc.$0
Employees10
Clients700
DateApr 2016
Total AUM$254.6M
Discretionary$254.6M
Non-Disc.$0
Employees10
Clients700
DateApr 2016
Total AUM$254.6M
Discretionary$254.6M
Non-Disc.$0
Employees10
Clients700
DateMar 2016
Total AUM$254.6M
Discretionary$254.6M
Non-Disc.$0
Employees10
Clients700
DateJan 2016
Total AUM$254.6M
Discretionary$254.6M
Non-Disc.$0
Employees10
Clients700
DateJan 2016
Total AUM$254.6M
Discretionary$254.6M
Non-Disc.$0
Employees10
Clients700
DateNov 2015
Total AUM$237.3M
Discretionary$237.3M
Non-Disc.$0
Employees11
Clients690
DateNov 2015
Total AUM$237.3M
Discretionary$237.3M
Non-Disc.$0
Employees11
Clients690
DateOct 2015
Total AUM$237.3M
Discretionary$237.3M
Non-Disc.$0
Employees9
Clients690
DateJul 2015
Total AUM$447.2M
Discretionary$237.2M
Non-Disc.$210M
Employees9
Clients690
DateJul 2015
Total AUM$447.2M
Discretionary$237.2M
Non-Disc.$210M
Employees9
Clients690
DateFeb 2015
Total AUM$447.2M
Discretionary$237.2M
Non-Disc.$210M
Employees9
Clients690
DateAug 2014
Total AUM$111.3M
Discretionary$89M
Non-Disc.$22.3M
Employees5
Clients0
DateJun 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJun 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateMay 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0