HSBC SECURITIES (USA) INC.
CRD #19585 SEC #801-64563 NEW YORK, NY 212-525-2879
SEC Registered Broker-Dealer Private Funds Disclosures
Total AUM
$3.2B
Discretionary
$493.5M
Employees
473
Clients
--
Accounts
12,180
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $3.2B | $493.5M | $2.7B | 473 | 0 |
| Sep 2025 | $3.2B | $493.5M | $2.7B | 473 | 0 |
| Jul 2025 | $3.2B | $493.5M | $2.7B | 473 | 0 |
| Jun 2025 | $3.2B | $493.5M | $2.7B | 473 | 0 |
| May 2025 | $3.2B | $493.5M | $2.7B | 473 | 0 |
| Apr 2025 | $3.2B | $493.5M | $2.7B | 473 | 0 |
| Mar 2025 | $3.2B | $493.5M | $2.7B | 473 | 0 |
| Jan 2025 | $3B | $378.1M | $2.6B | 507 | 0 |
| Jan 2025 | $3B | $378.1M | $2.6B | 507 | 0 |
| Dec 2024 | $3B | $378.1M | $2.6B | 507 | 0 |
| Oct 2024 | $3B | $378.1M | $2.6B | 507 | 0 |
| Sep 2024 | $3B | $378.1M | $2.6B | 507 | 0 |
| Aug 2024 | $3B | $378.1M | $2.6B | 507 | 0 |
| Jul 2024 | $3B | $378.1M | $2.6B | 507 | 0 |
| Jun 2024 | $3B | $378.1M | $2.6B | 507 | 0 |
| May 2024 | $3B | $378.1M | $2.6B | 507 | 0 |
| May 2024 | $3B | $378.1M | $2.6B | 507 | 0 |
| Apr 2024 | $3B | $378M | $2.6B | 507 | 0 |
| Mar 2024 | $3B | $378M | $2.6B | 507 | 0 |
| Jan 2024 | $2.8B | $308.1M | $2.5B | 510 | 0 |
| Dec 2023 | $2.8B | $308.1M | $2.5B | 510 | 0 |
| Dec 2023 | $2.8B | $308.1M | $2.5B | 510 | 0 |
| Oct 2023 | $2.8B | $308.1M | $2.5B | 510 | 0 |
| Jul 2023 | $2.8B | $308.1M | $2.5B | 510 | 0 |
| Jun 2023 | $2.8B | $308.1M | $2.5B | 510 | 0 |
| May 2023 | $2.8B | $308.1M | $2.5B | 510 | 0 |
| May 2023 | $2.8B | $308.1M | $2.5B | 510 | 0 |
| Mar 2023 | $2.8B | $308.1M | $2.5B | 510 | 0 |
| Feb 2023 | $3.9B | $336.2M | $3.5B | 883 | 0 |
| Aug 2022 | $3.9B | $336.2M | $3.5B | 883 | 0 |
| Jul 2022 | $3.9B | $336.2M | $3.5B | 883 | 0 |
| Apr 2022 | $3.9B | $336.2M | $3.5B | 883 | 0 |
| Apr 2022 | $3.9B | $336.2M | $3.5B | 883 | 0 |
| Mar 2022 | $3.9B | $336.2M | $3.5B | 883 | 0 |
| Mar 2022 | $3.7B | $165.3M | $3.5B | 741 | 0 |
| Dec 2021 | $3.7B | $165.3M | $3.5B | 741 | 0 |
| Nov 2021 | $3.7B | $165.3M | $3.5B | 741 | 0 |
| Oct 2021 | $3.7B | $165.3M | $3.5B | 741 | 0 |
| Aug 2021 | $3.7B | $165.3M | $3.5B | 741 | 0 |
| Jul 2021 | $3.7B | $165.3M | $3.5B | 741 | 0 |
| May 2021 | $3.7B | $165.3M | $3.5B | 741 | 0 |
| May 2021 | $3.7B | $165.3M | $3.5B | 741 | 0 |
| Apr 2021 | $3.7B | $165.3M | $3.5B | 741 | 0 |
| Mar 2021 | $3.7B | $165.3M | $3.5B | 741 | 0 |
| Mar 2021 | $3.9B | $208.6M | $3.7B | 1,017 | 0 |
| Nov 2020 | $3.9B | $208.6M | $3.7B | 1,017 | 0 |
| Oct 2020 | $3.9B | $208.6M | $3.7B | 1,017 | 0 |
| Jun 2020 | $3.9B | $208.6M | $3.7B | 1,017 | 0 |
| Jun 2020 | $3.9B | $208.6M | $3.7B | 1,017 | 0 |
| Apr 2020 | $3.9B | $208.6M | $3.7B | 1,017 | 0 |
| Apr 2020 | $3.9B | $208.6M | $3.7B | 1,017 | 0 |
| Apr 2020 | $3.9B | $208.6M | $3.7B | 1,017 | 0 |
| Apr 2020 | $3.9B | $208.6M | $3.7B | 1,017 | 0 |
| Mar 2020 | $3.9B | $208.6M | $3.7B | 1,017 | 0 |
| Jan 2020 | $3.4B | $287.2M | $3.1B | 1,017 | 0 |
| Nov 2019 | $3.4B | $287.2M | $3.1B | 1,017 | 0 |
| Nov 2019 | $3.4B | $287.2M | $3.1B | 1,017 | 0 |
| Oct 2019 | $3.4B | $287.2M | $3.1B | 1,017 | 0 |
| May 2019 | $3.4B | $287.2M | $3.1B | 1,017 | 0 |
| May 2019 | $3.4B | $287.2M | $3.1B | 1,017 | 0 |
| Apr 2019 | $3.4B | $287.2M | $3.1B | 1,017 | 0 |
| Apr 2019 | $3.4B | $287.2M | $3.1B | 1,017 | 0 |
| Mar 2019 | $3.4B | $287.2M | $3.1B | 1,017 | 0 |
| Feb 2019 | $3.7B | $382.1M | $3.3B | 943 | 0 |
| Jan 2019 | $3.7B | $382.1M | $3.3B | 943 | 0 |
| Jan 2019 | $3.7B | $382.1M | $3.3B | 943 | 0 |
| Jan 2019 | $3.7B | $382.1M | $3.3B | 943 | 0 |
| Nov 2018 | $3.7B | $382.1M | $3.3B | 943 | 0 |
| Oct 2018 | $3.7B | $382.1M | $3.3B | 943 | 0 |
| Aug 2018 | $3.7B | $382.1M | $3.3B | 943 | 0 |
| Aug 2018 | $3.7B | $382.1M | $3.3B | 943 | 0 |
| Jun 2018 | $3.7B | $382.1M | $3.3B | 943 | 0 |
| May 2018 | $3.7B | $382.1M | $3.3B | 943 | 0 |
| May 2018 | $3.7B | $382.1M | $3.3B | 943 | 0 |
| Apr 2018 | $3.7B | $382.1M | $3.3B | 943 | 0 |
| Apr 2018 | $3.7B | $382.1M | $3.3B | 943 | 0 |
| Mar 2018 | $3.7B | $382.1M | $3.3B | 943 | 0 |
| Mar 2018 | $3B | $747.5M | $2.2B | 1,289 | 12,300 |
| Feb 2018 | $3B | $747.5M | $2.2B | 1,289 | 12,300 |
| Feb 2018 | $3B | $747.5M | $2.2B | 1,289 | 12,300 |
| Jan 2018 | $3B | $747.5M | $2.2B | 1,289 | 12,300 |
| Dec 2017 | $3B | $747.5M | $2.2B | 1,289 | 12,300 |
| Nov 2017 | $3B | $747.5M | $2.2B | 1,289 | 12,300 |
| Oct 2017 | $3B | $747.5M | $2.2B | 1,289 | 12,300 |
| Sep 2017 | $3B | $747.5M | $2.2B | 1,289 | 12,700 |
| Sep 2017 | $3B | $747.5M | $2.2B | 1,289 | 12,700 |
| Sep 2017 | $3B | $747.5M | $2.2B | 1,289 | 12,700 |
| Sep 2017 | $3B | $747.5M | $2.2B | 1,289 | 12,700 |
| Aug 2017 | $3B | $747.5M | $2.2B | 1,289 | 12,700 |
| Aug 2017 | $3B | $747.5M | $2.2B | 1,289 | 12,700 |
| Jul 2017 | $3B | $747.5M | $2.2B | 1,289 | 12,700 |
| Jun 2017 | $3B | $747.5M | $2.2B | 1,289 | 12,700 |
| May 2017 | $3B | $747.5M | $2.2B | 1,289 | 12,700 |
| Mar 2017 | $3B | $747.5M | $2.2B | 1,289 | 12,700 |
| Feb 2017 | $3B | $829.5M | $2.2B | 1,904 | 12,300 |
| Feb 2017 | $3B | $829.5M | $2.2B | 1,904 | 12,300 |
| Nov 2016 | $3B | $829.5M | $2.2B | 1,904 | 12,300 |
| Oct 2016 | $3B | $829.5M | $2.2B | 1,904 | 12,300 |
| Sep 2016 | $3B | $829.5M | $2.2B | 1,904 | 12,300 |
| Sep 2016 | $3B | $829.5M | $2.2B | 1,904 | 12,300 |
| Aug 2016 | $3B | $829.5M | $2.2B | 1,904 | 12,300 |
| Apr 2016 | $3B | $829.5M | $2.2B | 1,904 | 12,300 |
| Apr 2016 | $3B | $829.5M | $2.2B | 1,904 | 12,300 |
| Mar 2016 | $3B | $829.5M | $2.2B | 1,904 | 12,300 |
| Mar 2016 | $3B | $829.5M | $2.2B | 1,904 | 12,300 |
| Nov 2015 | $3B | $0 | $3B | 2,020 | 11,900 |
| Oct 2015 | $3B | $0 | $3B | 2,020 | 11,900 |
| Sep 2015 | $3B | $0 | $3B | 2,020 | 11,900 |
| Jun 2015 | $3B | $0 | $3B | 2,020 | 11,900 |
| May 2015 | $3B | $0 | $3B | 2,020 | 11,900 |
| Apr 2015 | $3B | $0 | $3B | 2,020 | 11,900 |
| Apr 2015 | $3B | $0 | $3B | 2,020 | 11,900 |
| Apr 2015 | $3B | $0 | $3B | 2,020 | 11,900 |
| Mar 2015 | $3B | $0 | $3B | 2,020 | 11,900 |
| Feb 2015 | $3.1B | $372M | $2.8B | 1,763 | 9,656 |
| Feb 2015 | $3.1B | $372M | $2.8B | 1,763 | 9,656 |
| Jan 2015 | $3.1B | $372M | $2.8B | 1,763 | 9,656 |
| Dec 2014 | $3.1B | $372M | $2.8B | 1,763 | 9,656 |
| Dec 2014 | $3.1B | $372M | $2.8B | 1,763 | 9,656 |
| Dec 2014 | $3.1B | $372M | $2.8B | 1,763 | 9,656 |
| Oct 2014 | $3.1B | $372M | $2.8B | 1,763 | 9,656 |
| Oct 2014 | $3.1B | $372M | $2.8B | 1,763 | 9,656 |
| Sep 2014 | $3.1B | $372M | $2.8B | 1,763 | 9,656 |
| Sep 2014 | $3.1B | $372M | $2.8B | 1,763 | 9,656 |
| Jul 2014 | $3.1B | $372M | $2.8B | 1,763 | 9,656 |
| Jul 2014 | $3.1B | $372M | $2.8B | 1,763 | 9,656 |
| Jun 2014 | $3.1B | $372M | $2.8B | 1,763 | 9,656 |
| Jun 2014 | $3.1B | $372M | $2.8B | 1,763 | 9,656 |
| Jun 2014 | $3.1B | $372M | $2.8B | 1,763 | 9,656 |
| Jun 2014 | $3.1B | $372M | $2.8B | 1,763 | 9,656 |
| Apr 2014 | $3.1B | $372M | $2.8B | 1,763 | 9,656 |
| Mar 2014 | $3.1B | $372M | $2.8B | 1,763 | 9,656 |
| Mar 2014 | $3.1B | $372M | $2.8B | 1,763 | 9,656 |
| Jan 2014 | $3.5B | $938M | $2.6B | 1,598 | 8,101 |
| Jan 2014 | $3.5B | $938M | $2.6B | 1,598 | 8,101 |
| Jan 2014 | $3.5B | $938M | $2.6B | 1,598 | 8,101 |
| Jan 2014 | $3.5B | $938M | $2.6B | 1,598 | 8,101 |
| Oct 2013 | $3.5B | $938M | $2.6B | 1,598 | 8,101 |
| Aug 2013 | $3.5B | $938M | $2.6B | 1,598 | 8,101 |
| Jul 2013 | $3.5B | $938M | $2.6B | 1,598 | 8,101 |
| Jun 2013 | $3.5B | $938M | $2.6B | 1,598 | 8,101 |
| Apr 2013 | $3.5B | $938M | $2.6B | 1,598 | 8,101 |
| Apr 2013 | $3.5B | $938M | $2.6B | 1,598 | 8,101 |
| Apr 2013 | $3.5B | $938M | $2.6B | 1,598 | 8,101 |
| Mar 2013 | $3.5B | $938M | $2.6B | 1,598 | 8,101 |
| Feb 2013 | $5.9B | $2.8B | $3.1B | 1,582 | 10,600 |
| Jan 2013 | $5.9B | $2.8B | $3.1B | 1,582 | 10,600 |
| Jan 2013 | $5.9B | $2.8B | $3.1B | 1,582 | 10,600 |
| Jan 2013 | $5.9B | $2.8B | $3.1B | 1,582 | 10,600 |
| Jan 2013 | $5.9B | $2.8B | $3.1B | 1,582 | 10,600 |
| Oct 2012 | $5.9B | $2.8B | $3.1B | -- | 10,600 |
| Jun 2012 | $5.9B | $2.8B | $3.1B | -- | 10,600 |
| Apr 2012 | $5.9B | $2.8B | $3.1B | -- | 10,600 |
| Apr 2012 | $5.9B | $2.8B | $3.1B | -- | 10,600 |
| Mar 2012 | $5.9B | $2.8B | $3.1B | -- | 10,600 |
| May 2011 | $1.6B | $0 | $1.6B | -- | -- |
| May 2011 | $1.6B | $0 | $1.6B | -- | -- |
| Apr 2011 | $1.6B | $0 | $1.6B | -- | -- |
| Apr 2011 | $1.6B | $0 | $1.6B | -- | -- |
| Mar 2011 | $1.6B | $0 | $1.6B | -- | -- |
| Mar 2011 | $1.6B | $0 | $1.6B | -- | -- |
| Jan 2011 | $955.8M | $0 | $955.8M | -- | -- |
| Dec 2010 | $955.8M | $0 | $955.8M | -- | -- |
| Oct 2010 | $955.8M | $0 | $955.8M | -- | -- |
| Oct 2010 | $955.8M | $0 | $955.8M | -- | -- |
| Oct 2010 | $955.8M | $0 | $955.8M | -- | -- |
| Sep 2010 | $955.8M | $0 | $955.8M | -- | -- |
| Sep 2010 | $955.8M | $0 | $955.8M | -- | -- |
| Jul 2010 | $955.8M | $0 | $955.8M | -- | -- |
| May 2010 | $955.8M | $0 | $955.8M | -- | -- |
| Mar 2009 | $548.8M | $0 | $548.8M | -- | -- |
| Jan 2008 | $330.4M | $0 | $330.4M | -- | -- |
| Oct 2007 | $330.4M | $0 | $330.4M | -- | -- |
| Oct 2007 | $330.4M | $0 | $330.4M | -- | -- |
| Oct 2007 | $330.4M | $0 | $330.4M | -- | -- |
| Sep 2007 | $330.4M | $0 | $330.4M | -- | -- |
| May 2007 | $330.4M | $0 | $330.4M | -- | -- |
| Mar 2007 | $330.4M | $0 | $330.4M | -- | -- |
DateOct 2025
Total AUM$3.2B
Discretionary$493.5M
Non-Disc.$2.7B
Employees473
Clients0
DateSep 2025
Total AUM$3.2B
Discretionary$493.5M
Non-Disc.$2.7B
Employees473
Clients0
DateJul 2025
Total AUM$3.2B
Discretionary$493.5M
Non-Disc.$2.7B
Employees473
Clients0
DateJun 2025
Total AUM$3.2B
Discretionary$493.5M
Non-Disc.$2.7B
Employees473
Clients0
DateMay 2025
Total AUM$3.2B
Discretionary$493.5M
Non-Disc.$2.7B
Employees473
Clients0
DateApr 2025
Total AUM$3.2B
Discretionary$493.5M
Non-Disc.$2.7B
Employees473
Clients0
DateMar 2025
Total AUM$3.2B
Discretionary$493.5M
Non-Disc.$2.7B
Employees473
Clients0
DateJan 2025
Total AUM$3B
Discretionary$378.1M
Non-Disc.$2.6B
Employees507
Clients0
DateJan 2025
Total AUM$3B
Discretionary$378.1M
Non-Disc.$2.6B
Employees507
Clients0
DateDec 2024
Total AUM$3B
Discretionary$378.1M
Non-Disc.$2.6B
Employees507
Clients0
DateOct 2024
Total AUM$3B
Discretionary$378.1M
Non-Disc.$2.6B
Employees507
Clients0
DateSep 2024
Total AUM$3B
Discretionary$378.1M
Non-Disc.$2.6B
Employees507
Clients0
DateAug 2024
Total AUM$3B
Discretionary$378.1M
Non-Disc.$2.6B
Employees507
Clients0
DateJul 2024
Total AUM$3B
Discretionary$378.1M
Non-Disc.$2.6B
Employees507
Clients0
DateJun 2024
Total AUM$3B
Discretionary$378.1M
Non-Disc.$2.6B
Employees507
Clients0
DateMay 2024
Total AUM$3B
Discretionary$378.1M
Non-Disc.$2.6B
Employees507
Clients0
DateMay 2024
Total AUM$3B
Discretionary$378.1M
Non-Disc.$2.6B
Employees507
Clients0
DateApr 2024
Total AUM$3B
Discretionary$378M
Non-Disc.$2.6B
Employees507
Clients0
DateMar 2024
Total AUM$3B
Discretionary$378M
Non-Disc.$2.6B
Employees507
Clients0
DateJan 2024
Total AUM$2.8B
Discretionary$308.1M
Non-Disc.$2.5B
Employees510
Clients0
DateDec 2023
Total AUM$2.8B
Discretionary$308.1M
Non-Disc.$2.5B
Employees510
Clients0
DateDec 2023
Total AUM$2.8B
Discretionary$308.1M
Non-Disc.$2.5B
Employees510
Clients0
DateOct 2023
Total AUM$2.8B
Discretionary$308.1M
Non-Disc.$2.5B
Employees510
Clients0
DateJul 2023
Total AUM$2.8B
Discretionary$308.1M
Non-Disc.$2.5B
Employees510
Clients0
DateJun 2023
Total AUM$2.8B
Discretionary$308.1M
Non-Disc.$2.5B
Employees510
Clients0
DateMay 2023
Total AUM$2.8B
Discretionary$308.1M
Non-Disc.$2.5B
Employees510
Clients0
DateMay 2023
Total AUM$2.8B
Discretionary$308.1M
Non-Disc.$2.5B
Employees510
Clients0
DateMar 2023
Total AUM$2.8B
Discretionary$308.1M
Non-Disc.$2.5B
Employees510
Clients0
DateFeb 2023
Total AUM$3.9B
Discretionary$336.2M
Non-Disc.$3.5B
Employees883
Clients0
DateAug 2022
Total AUM$3.9B
Discretionary$336.2M
Non-Disc.$3.5B
Employees883
Clients0
DateJul 2022
Total AUM$3.9B
Discretionary$336.2M
Non-Disc.$3.5B
Employees883
Clients0
DateApr 2022
Total AUM$3.9B
Discretionary$336.2M
Non-Disc.$3.5B
Employees883
Clients0
DateApr 2022
Total AUM$3.9B
Discretionary$336.2M
Non-Disc.$3.5B
Employees883
Clients0
DateMar 2022
Total AUM$3.9B
Discretionary$336.2M
Non-Disc.$3.5B
Employees883
Clients0
DateMar 2022
Total AUM$3.7B
Discretionary$165.3M
Non-Disc.$3.5B
Employees741
Clients0
DateDec 2021
Total AUM$3.7B
Discretionary$165.3M
Non-Disc.$3.5B
Employees741
Clients0
DateNov 2021
Total AUM$3.7B
Discretionary$165.3M
Non-Disc.$3.5B
Employees741
Clients0
DateOct 2021
Total AUM$3.7B
Discretionary$165.3M
Non-Disc.$3.5B
Employees741
Clients0
DateAug 2021
Total AUM$3.7B
Discretionary$165.3M
Non-Disc.$3.5B
Employees741
Clients0
DateJul 2021
Total AUM$3.7B
Discretionary$165.3M
Non-Disc.$3.5B
Employees741
Clients0
DateMay 2021
Total AUM$3.7B
Discretionary$165.3M
Non-Disc.$3.5B
Employees741
Clients0
DateMay 2021
Total AUM$3.7B
Discretionary$165.3M
Non-Disc.$3.5B
Employees741
Clients0
DateApr 2021
Total AUM$3.7B
Discretionary$165.3M
Non-Disc.$3.5B
Employees741
Clients0
DateMar 2021
Total AUM$3.7B
Discretionary$165.3M
Non-Disc.$3.5B
Employees741
Clients0
DateMar 2021
Total AUM$3.9B
Discretionary$208.6M
Non-Disc.$3.7B
Employees1,017
Clients0
DateNov 2020
Total AUM$3.9B
Discretionary$208.6M
Non-Disc.$3.7B
Employees1,017
Clients0
DateOct 2020
Total AUM$3.9B
Discretionary$208.6M
Non-Disc.$3.7B
Employees1,017
Clients0
DateJun 2020
Total AUM$3.9B
Discretionary$208.6M
Non-Disc.$3.7B
Employees1,017
Clients0
DateJun 2020
Total AUM$3.9B
Discretionary$208.6M
Non-Disc.$3.7B
Employees1,017
Clients0
DateApr 2020
Total AUM$3.9B
Discretionary$208.6M
Non-Disc.$3.7B
Employees1,017
Clients0
DateApr 2020
Total AUM$3.9B
Discretionary$208.6M
Non-Disc.$3.7B
Employees1,017
Clients0
DateApr 2020
Total AUM$3.9B
Discretionary$208.6M
Non-Disc.$3.7B
Employees1,017
Clients0
DateApr 2020
Total AUM$3.9B
Discretionary$208.6M
Non-Disc.$3.7B
Employees1,017
Clients0
DateMar 2020
Total AUM$3.9B
Discretionary$208.6M
Non-Disc.$3.7B
Employees1,017
Clients0
DateJan 2020
Total AUM$3.4B
Discretionary$287.2M
Non-Disc.$3.1B
Employees1,017
Clients0
DateNov 2019
Total AUM$3.4B
Discretionary$287.2M
Non-Disc.$3.1B
Employees1,017
Clients0
DateNov 2019
Total AUM$3.4B
Discretionary$287.2M
Non-Disc.$3.1B
Employees1,017
Clients0
DateOct 2019
Total AUM$3.4B
Discretionary$287.2M
Non-Disc.$3.1B
Employees1,017
Clients0
DateMay 2019
Total AUM$3.4B
Discretionary$287.2M
Non-Disc.$3.1B
Employees1,017
Clients0
DateMay 2019
Total AUM$3.4B
Discretionary$287.2M
Non-Disc.$3.1B
Employees1,017
Clients0
DateApr 2019
Total AUM$3.4B
Discretionary$287.2M
Non-Disc.$3.1B
Employees1,017
Clients0
DateApr 2019
Total AUM$3.4B
Discretionary$287.2M
Non-Disc.$3.1B
Employees1,017
Clients0
DateMar 2019
Total AUM$3.4B
Discretionary$287.2M
Non-Disc.$3.1B
Employees1,017
Clients0
DateFeb 2019
Total AUM$3.7B
Discretionary$382.1M
Non-Disc.$3.3B
Employees943
Clients0
DateJan 2019
Total AUM$3.7B
Discretionary$382.1M
Non-Disc.$3.3B
Employees943
Clients0
DateJan 2019
Total AUM$3.7B
Discretionary$382.1M
Non-Disc.$3.3B
Employees943
Clients0
DateJan 2019
Total AUM$3.7B
Discretionary$382.1M
Non-Disc.$3.3B
Employees943
Clients0
DateNov 2018
Total AUM$3.7B
Discretionary$382.1M
Non-Disc.$3.3B
Employees943
Clients0
DateOct 2018
Total AUM$3.7B
Discretionary$382.1M
Non-Disc.$3.3B
Employees943
Clients0
DateAug 2018
Total AUM$3.7B
Discretionary$382.1M
Non-Disc.$3.3B
Employees943
Clients0
DateAug 2018
Total AUM$3.7B
Discretionary$382.1M
Non-Disc.$3.3B
Employees943
Clients0
DateJun 2018
Total AUM$3.7B
Discretionary$382.1M
Non-Disc.$3.3B
Employees943
Clients0
DateMay 2018
Total AUM$3.7B
Discretionary$382.1M
Non-Disc.$3.3B
Employees943
Clients0
DateMay 2018
Total AUM$3.7B
Discretionary$382.1M
Non-Disc.$3.3B
Employees943
Clients0
DateApr 2018
Total AUM$3.7B
Discretionary$382.1M
Non-Disc.$3.3B
Employees943
Clients0
DateApr 2018
Total AUM$3.7B
Discretionary$382.1M
Non-Disc.$3.3B
Employees943
Clients0
DateMar 2018
Total AUM$3.7B
Discretionary$382.1M
Non-Disc.$3.3B
Employees943
Clients0
DateMar 2018
Total AUM$3B
Discretionary$747.5M
Non-Disc.$2.2B
Employees1,289
Clients12,300
DateFeb 2018
Total AUM$3B
Discretionary$747.5M
Non-Disc.$2.2B
Employees1,289
Clients12,300
DateFeb 2018
Total AUM$3B
Discretionary$747.5M
Non-Disc.$2.2B
Employees1,289
Clients12,300
DateJan 2018
Total AUM$3B
Discretionary$747.5M
Non-Disc.$2.2B
Employees1,289
Clients12,300
DateDec 2017
Total AUM$3B
Discretionary$747.5M
Non-Disc.$2.2B
Employees1,289
Clients12,300
DateNov 2017
Total AUM$3B
Discretionary$747.5M
Non-Disc.$2.2B
Employees1,289
Clients12,300
DateOct 2017
Total AUM$3B
Discretionary$747.5M
Non-Disc.$2.2B
Employees1,289
Clients12,300
DateSep 2017
Total AUM$3B
Discretionary$747.5M
Non-Disc.$2.2B
Employees1,289
Clients12,700
DateSep 2017
Total AUM$3B
Discretionary$747.5M
Non-Disc.$2.2B
Employees1,289
Clients12,700
DateSep 2017
Total AUM$3B
Discretionary$747.5M
Non-Disc.$2.2B
Employees1,289
Clients12,700
DateSep 2017
Total AUM$3B
Discretionary$747.5M
Non-Disc.$2.2B
Employees1,289
Clients12,700
DateAug 2017
Total AUM$3B
Discretionary$747.5M
Non-Disc.$2.2B
Employees1,289
Clients12,700
DateAug 2017
Total AUM$3B
Discretionary$747.5M
Non-Disc.$2.2B
Employees1,289
Clients12,700
DateJul 2017
Total AUM$3B
Discretionary$747.5M
Non-Disc.$2.2B
Employees1,289
Clients12,700
DateJun 2017
Total AUM$3B
Discretionary$747.5M
Non-Disc.$2.2B
Employees1,289
Clients12,700
DateMay 2017
Total AUM$3B
Discretionary$747.5M
Non-Disc.$2.2B
Employees1,289
Clients12,700
DateMar 2017
Total AUM$3B
Discretionary$747.5M
Non-Disc.$2.2B
Employees1,289
Clients12,700
DateFeb 2017
Total AUM$3B
Discretionary$829.5M
Non-Disc.$2.2B
Employees1,904
Clients12,300
DateFeb 2017
Total AUM$3B
Discretionary$829.5M
Non-Disc.$2.2B
Employees1,904
Clients12,300
DateNov 2016
Total AUM$3B
Discretionary$829.5M
Non-Disc.$2.2B
Employees1,904
Clients12,300
DateOct 2016
Total AUM$3B
Discretionary$829.5M
Non-Disc.$2.2B
Employees1,904
Clients12,300
DateSep 2016
Total AUM$3B
Discretionary$829.5M
Non-Disc.$2.2B
Employees1,904
Clients12,300
DateSep 2016
Total AUM$3B
Discretionary$829.5M
Non-Disc.$2.2B
Employees1,904
Clients12,300
DateAug 2016
Total AUM$3B
Discretionary$829.5M
Non-Disc.$2.2B
Employees1,904
Clients12,300
DateApr 2016
Total AUM$3B
Discretionary$829.5M
Non-Disc.$2.2B
Employees1,904
Clients12,300
DateApr 2016
Total AUM$3B
Discretionary$829.5M
Non-Disc.$2.2B
Employees1,904
Clients12,300
DateMar 2016
Total AUM$3B
Discretionary$829.5M
Non-Disc.$2.2B
Employees1,904
Clients12,300
DateMar 2016
Total AUM$3B
Discretionary$829.5M
Non-Disc.$2.2B
Employees1,904
Clients12,300
DateNov 2015
Total AUM$3B
Discretionary$0
Non-Disc.$3B
Employees2,020
Clients11,900
DateOct 2015
Total AUM$3B
Discretionary$0
Non-Disc.$3B
Employees2,020
Clients11,900
DateSep 2015
Total AUM$3B
Discretionary$0
Non-Disc.$3B
Employees2,020
Clients11,900
DateJun 2015
Total AUM$3B
Discretionary$0
Non-Disc.$3B
Employees2,020
Clients11,900
DateMay 2015
Total AUM$3B
Discretionary$0
Non-Disc.$3B
Employees2,020
Clients11,900
DateApr 2015
Total AUM$3B
Discretionary$0
Non-Disc.$3B
Employees2,020
Clients11,900
DateApr 2015
Total AUM$3B
Discretionary$0
Non-Disc.$3B
Employees2,020
Clients11,900
DateApr 2015
Total AUM$3B
Discretionary$0
Non-Disc.$3B
Employees2,020
Clients11,900
DateMar 2015
Total AUM$3B
Discretionary$0
Non-Disc.$3B
Employees2,020
Clients11,900
DateFeb 2015
Total AUM$3.1B
Discretionary$372M
Non-Disc.$2.8B
Employees1,763
Clients9,656
DateFeb 2015
Total AUM$3.1B
Discretionary$372M
Non-Disc.$2.8B
Employees1,763
Clients9,656
DateJan 2015
Total AUM$3.1B
Discretionary$372M
Non-Disc.$2.8B
Employees1,763
Clients9,656
DateDec 2014
Total AUM$3.1B
Discretionary$372M
Non-Disc.$2.8B
Employees1,763
Clients9,656
DateDec 2014
Total AUM$3.1B
Discretionary$372M
Non-Disc.$2.8B
Employees1,763
Clients9,656
DateDec 2014
Total AUM$3.1B
Discretionary$372M
Non-Disc.$2.8B
Employees1,763
Clients9,656
DateOct 2014
Total AUM$3.1B
Discretionary$372M
Non-Disc.$2.8B
Employees1,763
Clients9,656
DateOct 2014
Total AUM$3.1B
Discretionary$372M
Non-Disc.$2.8B
Employees1,763
Clients9,656
DateSep 2014
Total AUM$3.1B
Discretionary$372M
Non-Disc.$2.8B
Employees1,763
Clients9,656
DateSep 2014
Total AUM$3.1B
Discretionary$372M
Non-Disc.$2.8B
Employees1,763
Clients9,656
DateJul 2014
Total AUM$3.1B
Discretionary$372M
Non-Disc.$2.8B
Employees1,763
Clients9,656
DateJul 2014
Total AUM$3.1B
Discretionary$372M
Non-Disc.$2.8B
Employees1,763
Clients9,656
DateJun 2014
Total AUM$3.1B
Discretionary$372M
Non-Disc.$2.8B
Employees1,763
Clients9,656
DateJun 2014
Total AUM$3.1B
Discretionary$372M
Non-Disc.$2.8B
Employees1,763
Clients9,656
DateJun 2014
Total AUM$3.1B
Discretionary$372M
Non-Disc.$2.8B
Employees1,763
Clients9,656
DateJun 2014
Total AUM$3.1B
Discretionary$372M
Non-Disc.$2.8B
Employees1,763
Clients9,656
DateApr 2014
Total AUM$3.1B
Discretionary$372M
Non-Disc.$2.8B
Employees1,763
Clients9,656
DateMar 2014
Total AUM$3.1B
Discretionary$372M
Non-Disc.$2.8B
Employees1,763
Clients9,656
DateMar 2014
Total AUM$3.1B
Discretionary$372M
Non-Disc.$2.8B
Employees1,763
Clients9,656
DateJan 2014
Total AUM$3.5B
Discretionary$938M
Non-Disc.$2.6B
Employees1,598
Clients8,101
DateJan 2014
Total AUM$3.5B
Discretionary$938M
Non-Disc.$2.6B
Employees1,598
Clients8,101
DateJan 2014
Total AUM$3.5B
Discretionary$938M
Non-Disc.$2.6B
Employees1,598
Clients8,101
DateJan 2014
Total AUM$3.5B
Discretionary$938M
Non-Disc.$2.6B
Employees1,598
Clients8,101
DateOct 2013
Total AUM$3.5B
Discretionary$938M
Non-Disc.$2.6B
Employees1,598
Clients8,101
DateAug 2013
Total AUM$3.5B
Discretionary$938M
Non-Disc.$2.6B
Employees1,598
Clients8,101
DateJul 2013
Total AUM$3.5B
Discretionary$938M
Non-Disc.$2.6B
Employees1,598
Clients8,101
DateJun 2013
Total AUM$3.5B
Discretionary$938M
Non-Disc.$2.6B
Employees1,598
Clients8,101
DateApr 2013
Total AUM$3.5B
Discretionary$938M
Non-Disc.$2.6B
Employees1,598
Clients8,101
DateApr 2013
Total AUM$3.5B
Discretionary$938M
Non-Disc.$2.6B
Employees1,598
Clients8,101
DateApr 2013
Total AUM$3.5B
Discretionary$938M
Non-Disc.$2.6B
Employees1,598
Clients8,101
DateMar 2013
Total AUM$3.5B
Discretionary$938M
Non-Disc.$2.6B
Employees1,598
Clients8,101
DateFeb 2013
Total AUM$5.9B
Discretionary$2.8B
Non-Disc.$3.1B
Employees1,582
Clients10,600
DateJan 2013
Total AUM$5.9B
Discretionary$2.8B
Non-Disc.$3.1B
Employees1,582
Clients10,600
DateJan 2013
Total AUM$5.9B
Discretionary$2.8B
Non-Disc.$3.1B
Employees1,582
Clients10,600
DateJan 2013
Total AUM$5.9B
Discretionary$2.8B
Non-Disc.$3.1B
Employees1,582
Clients10,600
DateJan 2013
Total AUM$5.9B
Discretionary$2.8B
Non-Disc.$3.1B
Employees1,582
Clients10,600
DateOct 2012
Total AUM$5.9B
Discretionary$2.8B
Non-Disc.$3.1B
Employees--
Clients10,600
DateJun 2012
Total AUM$5.9B
Discretionary$2.8B
Non-Disc.$3.1B
Employees--
Clients10,600
DateApr 2012
Total AUM$5.9B
Discretionary$2.8B
Non-Disc.$3.1B
Employees--
Clients10,600
DateApr 2012
Total AUM$5.9B
Discretionary$2.8B
Non-Disc.$3.1B
Employees--
Clients10,600
DateMar 2012
Total AUM$5.9B
Discretionary$2.8B
Non-Disc.$3.1B
Employees--
Clients10,600
DateMay 2011
Total AUM$1.6B
Discretionary$0
Non-Disc.$1.6B
Employees--
Clients--
DateMay 2011
Total AUM$1.6B
Discretionary$0
Non-Disc.$1.6B
Employees--
Clients--
DateApr 2011
Total AUM$1.6B
Discretionary$0
Non-Disc.$1.6B
Employees--
Clients--
DateApr 2011
Total AUM$1.6B
Discretionary$0
Non-Disc.$1.6B
Employees--
Clients--
DateMar 2011
Total AUM$1.6B
Discretionary$0
Non-Disc.$1.6B
Employees--
Clients--
DateMar 2011
Total AUM$1.6B
Discretionary$0
Non-Disc.$1.6B
Employees--
Clients--
DateJan 2011
Total AUM$955.8M
Discretionary$0
Non-Disc.$955.8M
Employees--
Clients--
DateDec 2010
Total AUM$955.8M
Discretionary$0
Non-Disc.$955.8M
Employees--
Clients--
DateOct 2010
Total AUM$955.8M
Discretionary$0
Non-Disc.$955.8M
Employees--
Clients--
DateOct 2010
Total AUM$955.8M
Discretionary$0
Non-Disc.$955.8M
Employees--
Clients--
DateOct 2010
Total AUM$955.8M
Discretionary$0
Non-Disc.$955.8M
Employees--
Clients--
DateSep 2010
Total AUM$955.8M
Discretionary$0
Non-Disc.$955.8M
Employees--
Clients--
DateSep 2010
Total AUM$955.8M
Discretionary$0
Non-Disc.$955.8M
Employees--
Clients--
DateJul 2010
Total AUM$955.8M
Discretionary$0
Non-Disc.$955.8M
Employees--
Clients--
DateMay 2010
Total AUM$955.8M
Discretionary$0
Non-Disc.$955.8M
Employees--
Clients--
DateMar 2009
Total AUM$548.8M
Discretionary$0
Non-Disc.$548.8M
Employees--
Clients--
DateJan 2008
Total AUM$330.4M
Discretionary$0
Non-Disc.$330.4M
Employees--
Clients--
DateOct 2007
Total AUM$330.4M
Discretionary$0
Non-Disc.$330.4M
Employees--
Clients--
DateOct 2007
Total AUM$330.4M
Discretionary$0
Non-Disc.$330.4M
Employees--
Clients--
DateOct 2007
Total AUM$330.4M
Discretionary$0
Non-Disc.$330.4M
Employees--
Clients--
DateSep 2007
Total AUM$330.4M
Discretionary$0
Non-Disc.$330.4M
Employees--
Clients--
DateMay 2007
Total AUM$330.4M
Discretionary$0
Non-Disc.$330.4M
Employees--
Clients--
DateMar 2007
Total AUM$330.4M
Discretionary$0
Non-Disc.$330.4M
Employees--
Clients--