GLOBAL RETIREMENT PARTNERS LLC
CRD #172011 SEC #801-80074 SAN RAFAEL, CA 415-526-2753
SEC Registered
Total AUM
$143.4B
Discretionary
$38.5B
Employees
448
Clients
51
Accounts
30,235
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $143.4B | $38.5B | $104.9B | 448 | 574 |
| Oct 2025 | $143.4B | $38.5B | $104.9B | 448 | 574 |
| Sep 2025 | $143.4B | $38.5B | $104.9B | 448 | 574 |
| Sep 2025 | $143.4B | $38.5B | $104.9B | 448 | 574 |
| Aug 2025 | $143.4B | $38.5B | $104.9B | 448 | 574 |
| Jun 2025 | $143.4B | $38.5B | $104.9B | 448 | 574 |
| Jun 2025 | $143.4B | $38.5B | $104.9B | 448 | 574 |
| May 2025 | $143.4B | $38.5B | $104.9B | 448 | 574 |
| May 2025 | $143.4B | $38.5B | $104.9B | 448 | 574 |
| Apr 2025 | $143.4B | $38.5B | $104.9B | 448 | 574 |
| Apr 2025 | $143.4B | $38.5B | $104.9B | 448 | 574 |
| Mar 2025 | $143.4B | $38.5B | $104.9B | 448 | 574 |
| Jan 2025 | $140.7B | $34.2B | $106.5B | 505 | 161 |
| Jan 2025 | $140.7B | $34.2B | $106.5B | 505 | 161 |
| Jan 2025 | $140.7B | $34.2B | $106.5B | 505 | 161 |
| Oct 2024 | $140.7B | $34.2B | $106.5B | 505 | 161 |
| Sep 2024 | $140.7B | $34.2B | $106.5B | 505 | 161 |
| Aug 2024 | $140.7B | $34.2B | $106.5B | 505 | 161 |
| Aug 2024 | $140.7B | $34.2B | $106.5B | 505 | 161 |
| Jul 2024 | $140.7B | $34.2B | $106.5B | 505 | 161 |
| Jul 2024 | $140.7B | $34.2B | $106.5B | 505 | 161 |
| Apr 2024 | $140.7B | $34.2B | $106.5B | 505 | 161 |
| Apr 2024 | $140.7B | $34.2B | $106.5B | 505 | 161 |
| Apr 2024 | $140.7B | $34.2B | $106.5B | 505 | 161 |
| Mar 2024 | $140.7B | $34.2B | $106.5B | 505 | 161 |
| Feb 2024 | $119.8B | $25.7B | $94.1B | 453 | 153 |
| Oct 2023 | $119.8B | $25.7B | $94.1B | 453 | 153 |
| Sep 2023 | $119.8B | $25.7B | $94.1B | 453 | 153 |
| Aug 2023 | $119.8B | $25.7B | $94.1B | 453 | 153 |
| Mar 2023 | $119.8B | $25.7B | $94.1B | 453 | 153 |
| Dec 2022 | $107.1B | $24.6B | $82.5B | 402 | 177 |
| Nov 2022 | $107.1B | $24.6B | $82.5B | 402 | 177 |
| Nov 2022 | $107.1B | $24.6B | $82.5B | 402 | 177 |
| Oct 2022 | $107.1B | $24.6B | $82.5B | 402 | 177 |
| Sep 2022 | $107.1B | $24.6B | $82.5B | 402 | 177 |
| Sep 2022 | $107.1B | $24.6B | $82.5B | 402 | 177 |
| Aug 2022 | $107.1B | $24.6B | $82.5B | 402 | 177 |
| Aug 2022 | $107.1B | $24.6B | $82.5B | 402 | 177 |
| Jul 2022 | $107.1B | $24.6B | $82.5B | 402 | 177 |
| Jul 2022 | $107.1B | $24.6B | $82.5B | 402 | 177 |
| Jul 2022 | $107.1B | $24.6B | $82.5B | 402 | 177 |
| Jul 2022 | $107.1B | $24.6B | $82.5B | 402 | 177 |
| Jun 2022 | $107.1B | $24.6B | $82.5B | 402 | 177 |
| Jun 2022 | $107.1B | $24.6B | $82.5B | 402 | 177 |
| May 2022 | $107.1B | $24.6B | $82.5B | 402 | 177 |
| Apr 2022 | $107.1B | $24.6B | $82.5B | 402 | 177 |
| Apr 2022 | $107.1B | $24.6B | $82.5B | 402 | 177 |
| Mar 2022 | $107.1B | $24.6B | $82.5B | 402 | 177 |
| Feb 2022 | $76.3B | $17.2B | $59.1B | 347 | 123 |
| Oct 2021 | $76.3B | $17.2B | $59.1B | 347 | 123 |
| Aug 2021 | $76.3B | $17.2B | $59.1B | 347 | 123 |
| Aug 2021 | $76.3B | $17.2B | $59.1B | 347 | 123 |
| Aug 2021 | $76.3B | $17.2B | $59.1B | 347 | 123 |
| Jun 2021 | $76.3B | $17.2B | $59.1B | 347 | 123 |
| Jun 2021 | $76.3B | $17.2B | $59.1B | 347 | 123 |
| Jun 2021 | $76.3B | $17.2B | $59.1B | 347 | 123 |
| Apr 2021 | $76.3B | $17.2B | $59.1B | 347 | 123 |
| Apr 2021 | $76.3B | $17.2B | $59.1B | 347 | 123 |
| Mar 2021 | $76.3B | $17.2B | $59.1B | 347 | 123 |
| Mar 2021 | $67.7B | $8.3B | $59.5B | 312 | 6,775 |
| Feb 2021 | $67.7B | $8.3B | $59.5B | 312 | 6,775 |
| Feb 2021 | $67.7B | $8.3B | $59.5B | 312 | 6,775 |
| Jan 2021 | $67.7B | $8.3B | $59.5B | 312 | 6,775 |
| Dec 2020 | $67.7B | $8.3B | $59.5B | 312 | 6,775 |
| Dec 2020 | $67.7B | $8.3B | $59.5B | 312 | 6,775 |
| Aug 2020 | $67.7B | $8.3B | $59.5B | 312 | 6,775 |
| Jul 2020 | $67.7B | $8.3B | $59.5B | 312 | 6,775 |
| Jun 2020 | $67.7B | $8.3B | $59.5B | 312 | 6,775 |
| May 2020 | $67.7B | $8.3B | $59.5B | 312 | 6,775 |
| Apr 2020 | $67.7B | $8.3B | $59.5B | 312 | 6,775 |
| Mar 2020 | $67.7B | $8.3B | $59.5B | 312 | 6,775 |
| Mar 2020 | $40.1B | $6.6B | $33.5B | 241 | 4,065 |
| Feb 2020 | $40.1B | $6.6B | $33.5B | 241 | 4,065 |
| Feb 2020 | $40.1B | $6.6B | $33.5B | 241 | 4,065 |
| Jan 2020 | $40.1B | $6.6B | $33.5B | 241 | 4,065 |
| Jan 2020 | $40.1B | $6.6B | $33.5B | 241 | 4,065 |
| Jan 2020 | $40.1B | $6.6B | $33.5B | 241 | 4,065 |
| Dec 2019 | $40.1B | $6.6B | $33.5B | 241 | 4,065 |
| Dec 2019 | $40.1B | $6.6B | $33.5B | 241 | 4,065 |
| Sep 2019 | $40.1B | $6.6B | $33.5B | 241 | 4,065 |
| Aug 2019 | $40.1B | $6.6B | $33.5B | 241 | 4,065 |
| Aug 2019 | $40.1B | $6.6B | $33.5B | 241 | 4,065 |
| Aug 2019 | $40.1B | $6.6B | $33.5B | 241 | 4,065 |
| Jul 2019 | $40.1B | $6.6B | $33.5B | 241 | 4,065 |
| Jul 2019 | $40.1B | $6.6B | $33.5B | 241 | 4,065 |
| Jun 2019 | $40.1B | $6.6B | $33.5B | 241 | 4,065 |
| Jun 2019 | $40.1B | $6.6B | $33.5B | 241 | 4,065 |
| Jun 2019 | $40.1B | $6.6B | $33.5B | 241 | 4,065 |
| May 2019 | $40.1B | $6.6B | $33.5B | 241 | 4,065 |
| May 2019 | $40.1B | $6.6B | $33.5B | 241 | 4,065 |
| May 2019 | $40.1B | $6.6B | $33.5B | 241 | 4,065 |
| May 2019 | $40.1B | $6.6B | $33.5B | 241 | 4,065 |
| May 2019 | $40.1B | $6.6B | $33.5B | 241 | 4,065 |
| May 2019 | $40.1B | $6.6B | $33.5B | 241 | 4,065 |
| Apr 2019 | $40.1B | $6.6B | $33.5B | 241 | 4,065 |
| Apr 2019 | $40.1B | $6.6B | $33.5B | 241 | 4,065 |
| Apr 2019 | $40.1B | $6.6B | $33.5B | 241 | 4,065 |
| Mar 2019 | $40.1B | $6.6B | $33.5B | 241 | 4,065 |
| Feb 2019 | $33B | $1.5B | $31.5B | 197 | 5,219 |
| Feb 2019 | $33B | $1.5B | $31.5B | 197 | 5,219 |
| Dec 2018 | $33B | $1.5B | $31.5B | 197 | 5,219 |
| Nov 2018 | $33B | $1.5B | $31.5B | 197 | 5,219 |
| Oct 2018 | $33B | $1.5B | $31.5B | 197 | 5,219 |
| Oct 2018 | $33B | $1.5B | $31.5B | 197 | 5,219 |
| Oct 2018 | $33B | $1.5B | $31.5B | 197 | 5,219 |
| Sep 2018 | $33B | $1.5B | $31.5B | 197 | 5,219 |
| Sep 2018 | $33B | $1.5B | $31.5B | 197 | 5,219 |
| Aug 2018 | $33B | $1.5B | $31.5B | 197 | 5,219 |
| Jun 2018 | $33B | $1.5B | $31.5B | 197 | 5,219 |
| May 2018 | $33B | $1.5B | $31.5B | 197 | 5,219 |
| May 2018 | $33B | $1.5B | $31.5B | 197 | 5,219 |
| May 2018 | $33B | $1.5B | $31.5B | 197 | 5,219 |
| Apr 2018 | $33B | $1.5B | $31.5B | 197 | 5,219 |
| Mar 2018 | $33B | $1.5B | $31.5B | 197 | 5,219 |
| Sep 2017 | $26.4B | $1.2B | $25.2B | 162 | 4,143 |
| Sep 2017 | $23.8B | $1.2B | $22.6B | 162 | 4,143 |
| Aug 2017 | $23.8B | $1.2B | $22.6B | 162 | 4,143 |
| Jul 2017 | $23.8B | $1.2B | $22.6B | 162 | 4,143 |
| Jul 2017 | $23.8B | $1.2B | $22.6B | 162 | 4,143 |
| Jun 2017 | $23.8B | $1.2B | $22.6B | 162 | 4,143 |
| Jun 2017 | $23.8B | $1.2B | $22.6B | 162 | 4,143 |
| Jun 2017 | $23.8B | $1.2B | $22.6B | 162 | 4,143 |
| May 2017 | $23.8B | $1.2B | $22.6B | 162 | 4,143 |
| May 2017 | $23.8B | $1.2B | $22.6B | 162 | 4,143 |
| May 2017 | $23.8B | $1.2B | $22.6B | 162 | 4,143 |
| May 2017 | $23.8B | $1.2B | $22.6B | 162 | 4,143 |
| Apr 2017 | $23.8B | $1.2B | $22.6B | 162 | 4,143 |
| Apr 2017 | $23.8B | $1.2B | $22.6B | 162 | 4,143 |
| Apr 2017 | $23.8B | $1.2B | $22.6B | 162 | 4,143 |
| Apr 2017 | $23.8B | $1.2B | $22.6B | 162 | 4,143 |
| Mar 2017 | $23.8B | $1.2B | $22.6B | 162 | 4,143 |
| Mar 2017 | $18.1B | $583.7M | $17.5B | 119 | 3,121 |
| Mar 2017 | $18.1B | $583.7M | $17.5B | 119 | 3,121 |
| Mar 2017 | $18.1B | $583.7M | $17.5B | 119 | 3,121 |
| Feb 2017 | $18.1B | $583.7M | $17.5B | 119 | 3,121 |
| Feb 2017 | $18.1B | $583.7M | $17.5B | 119 | 3,121 |
| Jan 2017 | $18.1B | $583.7M | $17.5B | 119 | 3,121 |
| Jan 2017 | $18.1B | $583.7M | $17.5B | 119 | 3,121 |
| Dec 2016 | $18.1B | $583.7M | $17.5B | 119 | 3,121 |
| Nov 2016 | $18.1B | $583.7M | $17.5B | 119 | 3,121 |
| Nov 2016 | $18.1B | $583.7M | $17.5B | 119 | 3,121 |
| Oct 2016 | $18.1B | $583.7M | $17.5B | 119 | 3,121 |
| Sep 2016 | $18.1B | $583.7M | $17.5B | 119 | 3,121 |
| Aug 2016 | $18.1B | $583.7M | $17.5B | 119 | 3,121 |
| Aug 2016 | $18.1B | $583.7M | $17.5B | 119 | 3,121 |
| Aug 2016 | $18.1B | $583.7M | $17.5B | 119 | 3,121 |
| Aug 2016 | $18.1B | $583.7M | $17.5B | 119 | 3,121 |
| Jul 2016 | $18.1B | $583.7M | $17.5B | 119 | 3,121 |
| Jul 2016 | $18.1B | $583.7M | $17.5B | 119 | 3,121 |
| Jun 2016 | $18.1B | $583.7M | $17.5B | 119 | 3,121 |
| Jun 2016 | $18.1B | $583.7M | $17.5B | 119 | 3,121 |
| Jun 2016 | $18.1B | $583.7M | $17.5B | 119 | 3,121 |
| May 2016 | $18.1B | $583.7M | $17.5B | 119 | 3,121 |
| May 2016 | $18.1B | $583.7M | $17.5B | 119 | 3,121 |
| May 2016 | $18.1B | $583.7M | $17.5B | 119 | 3,121 |
| Apr 2016 | $18.1B | $583.7M | $17.5B | 119 | 3,121 |
| Apr 2016 | $18.1B | $583.7M | $17.5B | 119 | 3,121 |
| Mar 2016 | $18.1B | $583.7M | $17.5B | 119 | 3,121 |
| Mar 2016 | $20.1B | $53M | $20B | 98 | 1,600 |
| Mar 2016 | $20.1B | $53M | $20B | 98 | 1,600 |
| Jan 2016 | $20.1B | $53M | $20B | 98 | 1,600 |
| Dec 2015 | $20.1B | $53M | $20B | 98 | 1,600 |
| Dec 2015 | $20.1B | $53M | $20B | 98 | 1,600 |
| Nov 2015 | $20.1B | $53M | $20B | 98 | 1,600 |
| Nov 2015 | $20.1B | $53M | $20B | 98 | 1,600 |
| Oct 2015 | $20.1B | $53M | $20B | 98 | 1,600 |
| Sep 2015 | $20.1B | $53M | $20B | 98 | 1,600 |
| Sep 2015 | $20.1B | $53M | $20B | 98 | 1,600 |
| Aug 2015 | $147M | $0 | $147M | 86 | 165 |
| Jul 2015 | $147M | $0 | $147M | 86 | 165 |
| Jul 2015 | $147M | $0 | $147M | 86 | 165 |
| Apr 2015 | $147M | $0 | $147M | 86 | 165 |
| Apr 2015 | $147M | $0 | $147M | 86 | 165 |
| Apr 2015 | $147M | $0 | $147M | 86 | 165 |
| Mar 2015 | $147M | $0 | $147M | 86 | 165 |
| Mar 2015 | $147M | $0 | $147M | 86 | 165 |
| Mar 2015 | $150M | $0 | $150M | 2 | 0 |
| Jan 2015 | $150M | $0 | $150M | 2 | 0 |
| Dec 2014 | $150M | $0 | $150M | 2 | 0 |
| Nov 2014 | $150M | $0 | $150M | 2 | 0 |
| Oct 2014 | $0 | $0 | $0 | 2 | 0 |
| Sep 2014 | $0 | $0 | $0 | 2 | 0 |
| Sep 2014 | $0 | $0 | $0 | 2 | 0 |
| Sep 2014 | $0 | $0 | $0 | 2 | 0 |
| Sep 2014 | $0 | $0 | $0 | 2 | 0 |
| Sep 2014 | $0 | $0 | $0 | 2 | 0 |
| Sep 2014 | $0 | $0 | $0 | 2 | 0 |
| Aug 2014 | $0 | $0 | $0 | 2 | 0 |
| Aug 2014 | $0 | $0 | $0 | 2 | 0 |
| Jul 2014 | $0 | $0 | $0 | 2 | 0 |
DateOct 2025
Total AUM$143.4B
Discretionary$38.5B
Non-Disc.$104.9B
Employees448
Clients574
DateOct 2025
Total AUM$143.4B
Discretionary$38.5B
Non-Disc.$104.9B
Employees448
Clients574
DateSep 2025
Total AUM$143.4B
Discretionary$38.5B
Non-Disc.$104.9B
Employees448
Clients574
DateSep 2025
Total AUM$143.4B
Discretionary$38.5B
Non-Disc.$104.9B
Employees448
Clients574
DateAug 2025
Total AUM$143.4B
Discretionary$38.5B
Non-Disc.$104.9B
Employees448
Clients574
DateJun 2025
Total AUM$143.4B
Discretionary$38.5B
Non-Disc.$104.9B
Employees448
Clients574
DateJun 2025
Total AUM$143.4B
Discretionary$38.5B
Non-Disc.$104.9B
Employees448
Clients574
DateMay 2025
Total AUM$143.4B
Discretionary$38.5B
Non-Disc.$104.9B
Employees448
Clients574
DateMay 2025
Total AUM$143.4B
Discretionary$38.5B
Non-Disc.$104.9B
Employees448
Clients574
DateApr 2025
Total AUM$143.4B
Discretionary$38.5B
Non-Disc.$104.9B
Employees448
Clients574
DateApr 2025
Total AUM$143.4B
Discretionary$38.5B
Non-Disc.$104.9B
Employees448
Clients574
DateMar 2025
Total AUM$143.4B
Discretionary$38.5B
Non-Disc.$104.9B
Employees448
Clients574
DateJan 2025
Total AUM$140.7B
Discretionary$34.2B
Non-Disc.$106.5B
Employees505
Clients161
DateJan 2025
Total AUM$140.7B
Discretionary$34.2B
Non-Disc.$106.5B
Employees505
Clients161
DateJan 2025
Total AUM$140.7B
Discretionary$34.2B
Non-Disc.$106.5B
Employees505
Clients161
DateOct 2024
Total AUM$140.7B
Discretionary$34.2B
Non-Disc.$106.5B
Employees505
Clients161
DateSep 2024
Total AUM$140.7B
Discretionary$34.2B
Non-Disc.$106.5B
Employees505
Clients161
DateAug 2024
Total AUM$140.7B
Discretionary$34.2B
Non-Disc.$106.5B
Employees505
Clients161
DateAug 2024
Total AUM$140.7B
Discretionary$34.2B
Non-Disc.$106.5B
Employees505
Clients161
DateJul 2024
Total AUM$140.7B
Discretionary$34.2B
Non-Disc.$106.5B
Employees505
Clients161
DateJul 2024
Total AUM$140.7B
Discretionary$34.2B
Non-Disc.$106.5B
Employees505
Clients161
DateApr 2024
Total AUM$140.7B
Discretionary$34.2B
Non-Disc.$106.5B
Employees505
Clients161
DateApr 2024
Total AUM$140.7B
Discretionary$34.2B
Non-Disc.$106.5B
Employees505
Clients161
DateApr 2024
Total AUM$140.7B
Discretionary$34.2B
Non-Disc.$106.5B
Employees505
Clients161
DateMar 2024
Total AUM$140.7B
Discretionary$34.2B
Non-Disc.$106.5B
Employees505
Clients161
DateFeb 2024
Total AUM$119.8B
Discretionary$25.7B
Non-Disc.$94.1B
Employees453
Clients153
DateOct 2023
Total AUM$119.8B
Discretionary$25.7B
Non-Disc.$94.1B
Employees453
Clients153
DateSep 2023
Total AUM$119.8B
Discretionary$25.7B
Non-Disc.$94.1B
Employees453
Clients153
DateAug 2023
Total AUM$119.8B
Discretionary$25.7B
Non-Disc.$94.1B
Employees453
Clients153
DateMar 2023
Total AUM$119.8B
Discretionary$25.7B
Non-Disc.$94.1B
Employees453
Clients153
DateDec 2022
Total AUM$107.1B
Discretionary$24.6B
Non-Disc.$82.5B
Employees402
Clients177
DateNov 2022
Total AUM$107.1B
Discretionary$24.6B
Non-Disc.$82.5B
Employees402
Clients177
DateNov 2022
Total AUM$107.1B
Discretionary$24.6B
Non-Disc.$82.5B
Employees402
Clients177
DateOct 2022
Total AUM$107.1B
Discretionary$24.6B
Non-Disc.$82.5B
Employees402
Clients177
DateSep 2022
Total AUM$107.1B
Discretionary$24.6B
Non-Disc.$82.5B
Employees402
Clients177
DateSep 2022
Total AUM$107.1B
Discretionary$24.6B
Non-Disc.$82.5B
Employees402
Clients177
DateAug 2022
Total AUM$107.1B
Discretionary$24.6B
Non-Disc.$82.5B
Employees402
Clients177
DateAug 2022
Total AUM$107.1B
Discretionary$24.6B
Non-Disc.$82.5B
Employees402
Clients177
DateJul 2022
Total AUM$107.1B
Discretionary$24.6B
Non-Disc.$82.5B
Employees402
Clients177
DateJul 2022
Total AUM$107.1B
Discretionary$24.6B
Non-Disc.$82.5B
Employees402
Clients177
DateJul 2022
Total AUM$107.1B
Discretionary$24.6B
Non-Disc.$82.5B
Employees402
Clients177
DateJul 2022
Total AUM$107.1B
Discretionary$24.6B
Non-Disc.$82.5B
Employees402
Clients177
DateJun 2022
Total AUM$107.1B
Discretionary$24.6B
Non-Disc.$82.5B
Employees402
Clients177
DateJun 2022
Total AUM$107.1B
Discretionary$24.6B
Non-Disc.$82.5B
Employees402
Clients177
DateMay 2022
Total AUM$107.1B
Discretionary$24.6B
Non-Disc.$82.5B
Employees402
Clients177
DateApr 2022
Total AUM$107.1B
Discretionary$24.6B
Non-Disc.$82.5B
Employees402
Clients177
DateApr 2022
Total AUM$107.1B
Discretionary$24.6B
Non-Disc.$82.5B
Employees402
Clients177
DateMar 2022
Total AUM$107.1B
Discretionary$24.6B
Non-Disc.$82.5B
Employees402
Clients177
DateFeb 2022
Total AUM$76.3B
Discretionary$17.2B
Non-Disc.$59.1B
Employees347
Clients123
DateOct 2021
Total AUM$76.3B
Discretionary$17.2B
Non-Disc.$59.1B
Employees347
Clients123
DateAug 2021
Total AUM$76.3B
Discretionary$17.2B
Non-Disc.$59.1B
Employees347
Clients123
DateAug 2021
Total AUM$76.3B
Discretionary$17.2B
Non-Disc.$59.1B
Employees347
Clients123
DateAug 2021
Total AUM$76.3B
Discretionary$17.2B
Non-Disc.$59.1B
Employees347
Clients123
DateJun 2021
Total AUM$76.3B
Discretionary$17.2B
Non-Disc.$59.1B
Employees347
Clients123
DateJun 2021
Total AUM$76.3B
Discretionary$17.2B
Non-Disc.$59.1B
Employees347
Clients123
DateJun 2021
Total AUM$76.3B
Discretionary$17.2B
Non-Disc.$59.1B
Employees347
Clients123
DateApr 2021
Total AUM$76.3B
Discretionary$17.2B
Non-Disc.$59.1B
Employees347
Clients123
DateApr 2021
Total AUM$76.3B
Discretionary$17.2B
Non-Disc.$59.1B
Employees347
Clients123
DateMar 2021
Total AUM$76.3B
Discretionary$17.2B
Non-Disc.$59.1B
Employees347
Clients123
DateMar 2021
Total AUM$67.7B
Discretionary$8.3B
Non-Disc.$59.5B
Employees312
Clients6,775
DateFeb 2021
Total AUM$67.7B
Discretionary$8.3B
Non-Disc.$59.5B
Employees312
Clients6,775
DateFeb 2021
Total AUM$67.7B
Discretionary$8.3B
Non-Disc.$59.5B
Employees312
Clients6,775
DateJan 2021
Total AUM$67.7B
Discretionary$8.3B
Non-Disc.$59.5B
Employees312
Clients6,775
DateDec 2020
Total AUM$67.7B
Discretionary$8.3B
Non-Disc.$59.5B
Employees312
Clients6,775
DateDec 2020
Total AUM$67.7B
Discretionary$8.3B
Non-Disc.$59.5B
Employees312
Clients6,775
DateAug 2020
Total AUM$67.7B
Discretionary$8.3B
Non-Disc.$59.5B
Employees312
Clients6,775
DateJul 2020
Total AUM$67.7B
Discretionary$8.3B
Non-Disc.$59.5B
Employees312
Clients6,775
DateJun 2020
Total AUM$67.7B
Discretionary$8.3B
Non-Disc.$59.5B
Employees312
Clients6,775
DateMay 2020
Total AUM$67.7B
Discretionary$8.3B
Non-Disc.$59.5B
Employees312
Clients6,775
DateApr 2020
Total AUM$67.7B
Discretionary$8.3B
Non-Disc.$59.5B
Employees312
Clients6,775
DateMar 2020
Total AUM$67.7B
Discretionary$8.3B
Non-Disc.$59.5B
Employees312
Clients6,775
DateMar 2020
Total AUM$40.1B
Discretionary$6.6B
Non-Disc.$33.5B
Employees241
Clients4,065
DateFeb 2020
Total AUM$40.1B
Discretionary$6.6B
Non-Disc.$33.5B
Employees241
Clients4,065
DateFeb 2020
Total AUM$40.1B
Discretionary$6.6B
Non-Disc.$33.5B
Employees241
Clients4,065
DateJan 2020
Total AUM$40.1B
Discretionary$6.6B
Non-Disc.$33.5B
Employees241
Clients4,065
DateJan 2020
Total AUM$40.1B
Discretionary$6.6B
Non-Disc.$33.5B
Employees241
Clients4,065
DateJan 2020
Total AUM$40.1B
Discretionary$6.6B
Non-Disc.$33.5B
Employees241
Clients4,065
DateDec 2019
Total AUM$40.1B
Discretionary$6.6B
Non-Disc.$33.5B
Employees241
Clients4,065
DateDec 2019
Total AUM$40.1B
Discretionary$6.6B
Non-Disc.$33.5B
Employees241
Clients4,065
DateSep 2019
Total AUM$40.1B
Discretionary$6.6B
Non-Disc.$33.5B
Employees241
Clients4,065
DateAug 2019
Total AUM$40.1B
Discretionary$6.6B
Non-Disc.$33.5B
Employees241
Clients4,065
DateAug 2019
Total AUM$40.1B
Discretionary$6.6B
Non-Disc.$33.5B
Employees241
Clients4,065
DateAug 2019
Total AUM$40.1B
Discretionary$6.6B
Non-Disc.$33.5B
Employees241
Clients4,065
DateJul 2019
Total AUM$40.1B
Discretionary$6.6B
Non-Disc.$33.5B
Employees241
Clients4,065
DateJul 2019
Total AUM$40.1B
Discretionary$6.6B
Non-Disc.$33.5B
Employees241
Clients4,065
DateJun 2019
Total AUM$40.1B
Discretionary$6.6B
Non-Disc.$33.5B
Employees241
Clients4,065
DateJun 2019
Total AUM$40.1B
Discretionary$6.6B
Non-Disc.$33.5B
Employees241
Clients4,065
DateJun 2019
Total AUM$40.1B
Discretionary$6.6B
Non-Disc.$33.5B
Employees241
Clients4,065
DateMay 2019
Total AUM$40.1B
Discretionary$6.6B
Non-Disc.$33.5B
Employees241
Clients4,065
DateMay 2019
Total AUM$40.1B
Discretionary$6.6B
Non-Disc.$33.5B
Employees241
Clients4,065
DateMay 2019
Total AUM$40.1B
Discretionary$6.6B
Non-Disc.$33.5B
Employees241
Clients4,065
DateMay 2019
Total AUM$40.1B
Discretionary$6.6B
Non-Disc.$33.5B
Employees241
Clients4,065
DateMay 2019
Total AUM$40.1B
Discretionary$6.6B
Non-Disc.$33.5B
Employees241
Clients4,065
DateMay 2019
Total AUM$40.1B
Discretionary$6.6B
Non-Disc.$33.5B
Employees241
Clients4,065
DateApr 2019
Total AUM$40.1B
Discretionary$6.6B
Non-Disc.$33.5B
Employees241
Clients4,065
DateApr 2019
Total AUM$40.1B
Discretionary$6.6B
Non-Disc.$33.5B
Employees241
Clients4,065
DateApr 2019
Total AUM$40.1B
Discretionary$6.6B
Non-Disc.$33.5B
Employees241
Clients4,065
DateMar 2019
Total AUM$40.1B
Discretionary$6.6B
Non-Disc.$33.5B
Employees241
Clients4,065
DateFeb 2019
Total AUM$33B
Discretionary$1.5B
Non-Disc.$31.5B
Employees197
Clients5,219
DateFeb 2019
Total AUM$33B
Discretionary$1.5B
Non-Disc.$31.5B
Employees197
Clients5,219
DateDec 2018
Total AUM$33B
Discretionary$1.5B
Non-Disc.$31.5B
Employees197
Clients5,219
DateNov 2018
Total AUM$33B
Discretionary$1.5B
Non-Disc.$31.5B
Employees197
Clients5,219
DateOct 2018
Total AUM$33B
Discretionary$1.5B
Non-Disc.$31.5B
Employees197
Clients5,219
DateOct 2018
Total AUM$33B
Discretionary$1.5B
Non-Disc.$31.5B
Employees197
Clients5,219
DateOct 2018
Total AUM$33B
Discretionary$1.5B
Non-Disc.$31.5B
Employees197
Clients5,219
DateSep 2018
Total AUM$33B
Discretionary$1.5B
Non-Disc.$31.5B
Employees197
Clients5,219
DateSep 2018
Total AUM$33B
Discretionary$1.5B
Non-Disc.$31.5B
Employees197
Clients5,219
DateAug 2018
Total AUM$33B
Discretionary$1.5B
Non-Disc.$31.5B
Employees197
Clients5,219
DateJun 2018
Total AUM$33B
Discretionary$1.5B
Non-Disc.$31.5B
Employees197
Clients5,219
DateMay 2018
Total AUM$33B
Discretionary$1.5B
Non-Disc.$31.5B
Employees197
Clients5,219
DateMay 2018
Total AUM$33B
Discretionary$1.5B
Non-Disc.$31.5B
Employees197
Clients5,219
DateMay 2018
Total AUM$33B
Discretionary$1.5B
Non-Disc.$31.5B
Employees197
Clients5,219
DateApr 2018
Total AUM$33B
Discretionary$1.5B
Non-Disc.$31.5B
Employees197
Clients5,219
DateMar 2018
Total AUM$33B
Discretionary$1.5B
Non-Disc.$31.5B
Employees197
Clients5,219
DateSep 2017
Total AUM$26.4B
Discretionary$1.2B
Non-Disc.$25.2B
Employees162
Clients4,143
DateSep 2017
Total AUM$23.8B
Discretionary$1.2B
Non-Disc.$22.6B
Employees162
Clients4,143
DateAug 2017
Total AUM$23.8B
Discretionary$1.2B
Non-Disc.$22.6B
Employees162
Clients4,143
DateJul 2017
Total AUM$23.8B
Discretionary$1.2B
Non-Disc.$22.6B
Employees162
Clients4,143
DateJul 2017
Total AUM$23.8B
Discretionary$1.2B
Non-Disc.$22.6B
Employees162
Clients4,143
DateJun 2017
Total AUM$23.8B
Discretionary$1.2B
Non-Disc.$22.6B
Employees162
Clients4,143
DateJun 2017
Total AUM$23.8B
Discretionary$1.2B
Non-Disc.$22.6B
Employees162
Clients4,143
DateJun 2017
Total AUM$23.8B
Discretionary$1.2B
Non-Disc.$22.6B
Employees162
Clients4,143
DateMay 2017
Total AUM$23.8B
Discretionary$1.2B
Non-Disc.$22.6B
Employees162
Clients4,143
DateMay 2017
Total AUM$23.8B
Discretionary$1.2B
Non-Disc.$22.6B
Employees162
Clients4,143
DateMay 2017
Total AUM$23.8B
Discretionary$1.2B
Non-Disc.$22.6B
Employees162
Clients4,143
DateMay 2017
Total AUM$23.8B
Discretionary$1.2B
Non-Disc.$22.6B
Employees162
Clients4,143
DateApr 2017
Total AUM$23.8B
Discretionary$1.2B
Non-Disc.$22.6B
Employees162
Clients4,143
DateApr 2017
Total AUM$23.8B
Discretionary$1.2B
Non-Disc.$22.6B
Employees162
Clients4,143
DateApr 2017
Total AUM$23.8B
Discretionary$1.2B
Non-Disc.$22.6B
Employees162
Clients4,143
DateApr 2017
Total AUM$23.8B
Discretionary$1.2B
Non-Disc.$22.6B
Employees162
Clients4,143
DateMar 2017
Total AUM$23.8B
Discretionary$1.2B
Non-Disc.$22.6B
Employees162
Clients4,143
DateMar 2017
Total AUM$18.1B
Discretionary$583.7M
Non-Disc.$17.5B
Employees119
Clients3,121
DateMar 2017
Total AUM$18.1B
Discretionary$583.7M
Non-Disc.$17.5B
Employees119
Clients3,121
DateMar 2017
Total AUM$18.1B
Discretionary$583.7M
Non-Disc.$17.5B
Employees119
Clients3,121
DateFeb 2017
Total AUM$18.1B
Discretionary$583.7M
Non-Disc.$17.5B
Employees119
Clients3,121
DateFeb 2017
Total AUM$18.1B
Discretionary$583.7M
Non-Disc.$17.5B
Employees119
Clients3,121
DateJan 2017
Total AUM$18.1B
Discretionary$583.7M
Non-Disc.$17.5B
Employees119
Clients3,121
DateJan 2017
Total AUM$18.1B
Discretionary$583.7M
Non-Disc.$17.5B
Employees119
Clients3,121
DateDec 2016
Total AUM$18.1B
Discretionary$583.7M
Non-Disc.$17.5B
Employees119
Clients3,121
DateNov 2016
Total AUM$18.1B
Discretionary$583.7M
Non-Disc.$17.5B
Employees119
Clients3,121
DateNov 2016
Total AUM$18.1B
Discretionary$583.7M
Non-Disc.$17.5B
Employees119
Clients3,121
DateOct 2016
Total AUM$18.1B
Discretionary$583.7M
Non-Disc.$17.5B
Employees119
Clients3,121
DateSep 2016
Total AUM$18.1B
Discretionary$583.7M
Non-Disc.$17.5B
Employees119
Clients3,121
DateAug 2016
Total AUM$18.1B
Discretionary$583.7M
Non-Disc.$17.5B
Employees119
Clients3,121
DateAug 2016
Total AUM$18.1B
Discretionary$583.7M
Non-Disc.$17.5B
Employees119
Clients3,121
DateAug 2016
Total AUM$18.1B
Discretionary$583.7M
Non-Disc.$17.5B
Employees119
Clients3,121
DateAug 2016
Total AUM$18.1B
Discretionary$583.7M
Non-Disc.$17.5B
Employees119
Clients3,121
DateJul 2016
Total AUM$18.1B
Discretionary$583.7M
Non-Disc.$17.5B
Employees119
Clients3,121
DateJul 2016
Total AUM$18.1B
Discretionary$583.7M
Non-Disc.$17.5B
Employees119
Clients3,121
DateJun 2016
Total AUM$18.1B
Discretionary$583.7M
Non-Disc.$17.5B
Employees119
Clients3,121
DateJun 2016
Total AUM$18.1B
Discretionary$583.7M
Non-Disc.$17.5B
Employees119
Clients3,121
DateJun 2016
Total AUM$18.1B
Discretionary$583.7M
Non-Disc.$17.5B
Employees119
Clients3,121
DateMay 2016
Total AUM$18.1B
Discretionary$583.7M
Non-Disc.$17.5B
Employees119
Clients3,121
DateMay 2016
Total AUM$18.1B
Discretionary$583.7M
Non-Disc.$17.5B
Employees119
Clients3,121
DateMay 2016
Total AUM$18.1B
Discretionary$583.7M
Non-Disc.$17.5B
Employees119
Clients3,121
DateApr 2016
Total AUM$18.1B
Discretionary$583.7M
Non-Disc.$17.5B
Employees119
Clients3,121
DateApr 2016
Total AUM$18.1B
Discretionary$583.7M
Non-Disc.$17.5B
Employees119
Clients3,121
DateMar 2016
Total AUM$18.1B
Discretionary$583.7M
Non-Disc.$17.5B
Employees119
Clients3,121
DateMar 2016
Total AUM$20.1B
Discretionary$53M
Non-Disc.$20B
Employees98
Clients1,600
DateMar 2016
Total AUM$20.1B
Discretionary$53M
Non-Disc.$20B
Employees98
Clients1,600
DateJan 2016
Total AUM$20.1B
Discretionary$53M
Non-Disc.$20B
Employees98
Clients1,600
DateDec 2015
Total AUM$20.1B
Discretionary$53M
Non-Disc.$20B
Employees98
Clients1,600
DateDec 2015
Total AUM$20.1B
Discretionary$53M
Non-Disc.$20B
Employees98
Clients1,600
DateNov 2015
Total AUM$20.1B
Discretionary$53M
Non-Disc.$20B
Employees98
Clients1,600
DateNov 2015
Total AUM$20.1B
Discretionary$53M
Non-Disc.$20B
Employees98
Clients1,600
DateOct 2015
Total AUM$20.1B
Discretionary$53M
Non-Disc.$20B
Employees98
Clients1,600
DateSep 2015
Total AUM$20.1B
Discretionary$53M
Non-Disc.$20B
Employees98
Clients1,600
DateSep 2015
Total AUM$20.1B
Discretionary$53M
Non-Disc.$20B
Employees98
Clients1,600
DateAug 2015
Total AUM$147M
Discretionary$0
Non-Disc.$147M
Employees86
Clients165
DateJul 2015
Total AUM$147M
Discretionary$0
Non-Disc.$147M
Employees86
Clients165
DateJul 2015
Total AUM$147M
Discretionary$0
Non-Disc.$147M
Employees86
Clients165
DateApr 2015
Total AUM$147M
Discretionary$0
Non-Disc.$147M
Employees86
Clients165
DateApr 2015
Total AUM$147M
Discretionary$0
Non-Disc.$147M
Employees86
Clients165
DateApr 2015
Total AUM$147M
Discretionary$0
Non-Disc.$147M
Employees86
Clients165
DateMar 2015
Total AUM$147M
Discretionary$0
Non-Disc.$147M
Employees86
Clients165
DateMar 2015
Total AUM$147M
Discretionary$0
Non-Disc.$147M
Employees86
Clients165
DateMar 2015
Total AUM$150M
Discretionary$0
Non-Disc.$150M
Employees2
Clients0
DateJan 2015
Total AUM$150M
Discretionary$0
Non-Disc.$150M
Employees2
Clients0
DateDec 2014
Total AUM$150M
Discretionary$0
Non-Disc.$150M
Employees2
Clients0
DateNov 2014
Total AUM$150M
Discretionary$0
Non-Disc.$150M
Employees2
Clients0
DateOct 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateSep 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateSep 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateSep 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateSep 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateSep 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateSep 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateAug 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateAug 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJul 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0