SANCTUARY ADVISORS, LLC
CRD #226606 SEC #801-99364 MIAMI, FL 317-975-7729
SEC Registered
Total AUM
$27.7B
Discretionary
$27.6B
Employees
699
Clients
51
Accounts
55,540
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $27.7B | $27.6B | $109.2M | 699 | 0 |
| Oct 2025 | $27.7B | $27.6B | $109.2M | 699 | 0 |
| Sep 2025 | $27.7B | $27.6B | $109.2M | 699 | 0 |
| Sep 2025 | $27.7B | $27.6B | $109.2M | 691 | 0 |
| Sep 2025 | $27.7B | $27.6B | $109.2M | 691 | 0 |
| Aug 2025 | $27.7B | $27.6B | $109.2M | 691 | 0 |
| Aug 2025 | $27.7B | $27.6B | $109.2M | 691 | 0 |
| Aug 2025 | $27.7B | $27.6B | $109.2M | 694 | 0 |
| Aug 2025 | $27.7B | $27.6B | $109.2M | 690 | 0 |
| Jul 2025 | $27.7B | $27.6B | $109.2M | 660 | 0 |
| Jul 2025 | $27.7B | $27.6B | $109.2M | 658 | 0 |
| Jun 2025 | $27.7B | $27.6B | $109.2M | 658 | 0 |
| Jun 2025 | $27.7B | $27.6B | $109.2M | 638 | 0 |
| Jun 2025 | $27.7B | $27.6B | $109.2M | 638 | 0 |
| Jun 2025 | $27.7B | $27.6B | $109.2M | 638 | 0 |
| May 2025 | $27.7B | $27.6B | $109.2M | 638 | 0 |
| May 2025 | $27.7B | $27.6B | $109.2M | 636 | 0 |
| Apr 2025 | $27.7B | $27.6B | $109.2M | 622 | 0 |
| Apr 2025 | $27.7B | $27.6B | $109.2M | 632 | 0 |
| Mar 2025 | $27.7B | $27.6B | $109.2M | 632 | 0 |
| Mar 2025 | $22B | $21.9B | $134.3M | 632 | 0 |
| Feb 2025 | $22B | $21.9B | $134.3M | 643 | 0 |
| Feb 2025 | $22B | $21.9B | $134.3M | 643 | 0 |
| Feb 2025 | $22B | $21.9B | $134.3M | 630 | 0 |
| Jan 2025 | $22B | $21.9B | $134.3M | 630 | 0 |
| Jan 2025 | $22B | $21.9B | $134.3M | 630 | 0 |
| Dec 2024 | $22B | $21.9B | $134.3M | 633 | 0 |
| Dec 2024 | $22B | $21.9B | $134.3M | 633 | 0 |
| Oct 2024 | $22B | $21.9B | $134.3M | 633 | 0 |
| Oct 2024 | $22B | $21.9B | $134.3M | 633 | 0 |
| Sep 2024 | $22B | $21.9B | $134.3M | 633 | 0 |
| Sep 2024 | $22B | $21.9B | $134.3M | 629 | 0 |
| Aug 2024 | $22B | $21.9B | $134.3M | 629 | 0 |
| Aug 2024 | $22B | $21.9B | $134.3M | 597 | 0 |
| Jun 2024 | $22B | $21.9B | $134.3M | 597 | 0 |
| May 2024 | $22B | $21.9B | $134.3M | 580 | 0 |
| Apr 2024 | $22B | $21.9B | $134.3M | 580 | 0 |
| Apr 2024 | $22B | $21.9B | $134.3M | 574 | 0 |
| Mar 2024 | $16.2B | $15.8B | $441M | 557 | 0 |
| Mar 2024 | $16.2B | $15.8B | $441M | 557 | 0 |
| Mar 2024 | $16.2B | $15.8B | $441M | 557 | 0 |
| Mar 2024 | $16.2B | $15.8B | $441M | 549 | 0 |
| Feb 2024 | $16.2B | $15.8B | $441M | 555 | 0 |
| Jan 2024 | $16.2B | $15.8B | $441M | 555 | 0 |
| Jan 2024 | $16.2B | $15.8B | $441M | 555 | 0 |
| Jan 2024 | $16.2B | $15.8B | $441M | 553 | 0 |
| Jan 2024 | $16.2B | $15.8B | $441M | 553 | 0 |
| Jan 2024 | $16.2B | $15.8B | $441M | 560 | 0 |
| Jan 2024 | $16.2B | $15.8B | $441M | 560 | 0 |
| Dec 2023 | $16.2B | $15.8B | $441M | 560 | 0 |
| Dec 2023 | $16.2B | $15.8B | $441M | 560 | 0 |
| Dec 2023 | $16.2B | $15.8B | $441M | 560 | 0 |
| Nov 2023 | $16.2B | $15.8B | $441M | 560 | 0 |
| Nov 2023 | $16.2B | $15.8B | $441M | 559 | 0 |
| Nov 2023 | $16.2B | $15.8B | $441M | 559 | 0 |
| Nov 2023 | $16.2B | $15.8B | $441M | 559 | 0 |
| Oct 2023 | $16.2B | $15.8B | $441M | 559 | 0 |
| Sep 2023 | $16.2B | $15.8B | $441M | 573 | 0 |
| Aug 2023 | $16.2B | $15.8B | $441M | 573 | 0 |
| Aug 2023 | $16.2B | $15.8B | $441M | 573 | 0 |
| Aug 2023 | $16.2B | $15.8B | $441M | 573 | 0 |
| Jul 2023 | $16.2B | $15.8B | $441M | 573 | 0 |
| May 2023 | $16.2B | $15.8B | $441M | 536 | 0 |
| May 2023 | $16.2B | $15.8B | $441M | 535 | 0 |
| May 2023 | $16.2B | $15.8B | $441M | 543 | 0 |
| Apr 2023 | $16.2B | $15.8B | $441M | 543 | 0 |
| Apr 2023 | $16.2B | $15.8B | $441M | 510 | 0 |
| Apr 2023 | $16.2B | $15.8B | $441M | 510 | 0 |
| Apr 2023 | $16.2B | $15.8B | $441M | 510 | 0 |
| Mar 2023 | $16.2B | $15.8B | $441M | 510 | 0 |
| Mar 2023 | $16.2B | $15.8B | $441M | 510 | 0 |
| Mar 2023 | $12.1B | $11.5B | $564.6M | 510 | 0 |
| Mar 2023 | $12.1B | $11.5B | $564.6M | 508 | 0 |
| Mar 2023 | $12.1B | $11.5B | $564.6M | 375 | 0 |
| Mar 2023 | $12.1B | $11.5B | $564.6M | 375 | 0 |
| Mar 2023 | $12.1B | $11.5B | $564.6M | 368 | 0 |
| Mar 2023 | $12.1B | $11.5B | $564.6M | 368 | 0 |
| Feb 2023 | $12.1B | $11.5B | $564.6M | 368 | 0 |
| Feb 2023 | $12.1B | $11.5B | $564.6M | 368 | 0 |
| Feb 2023 | $12.1B | $11.5B | $564.6M | 366 | 0 |
| Feb 2023 | $12.1B | $11.5B | $564.6M | 364 | 0 |
| Jan 2023 | $12.1B | $11.5B | $564.6M | 363 | 0 |
| Jan 2023 | $12.1B | $11.5B | $564.6M | 363 | 0 |
| Jan 2023 | $12.1B | $11.5B | $564.6M | 363 | 0 |
| Dec 2022 | $12.1B | $11.5B | $564.6M | 359 | 0 |
| Dec 2022 | $12.1B | $11.5B | $564.6M | 359 | 0 |
| Dec 2022 | $12.1B | $11.5B | $564.6M | 359 | 0 |
| Nov 2022 | $12.1B | $11.5B | $564.6M | 357 | 0 |
| Oct 2022 | $12.1B | $11.5B | $564.6M | 353 | 0 |
| Oct 2022 | $12.1B | $11.5B | $564.6M | 351 | 0 |
| Sep 2022 | $12.1B | $11.5B | $564.6M | 345 | 0 |
| Sep 2022 | $12.1B | $11.5B | $564.6M | 332 | 0 |
| Aug 2022 | $12.1B | $11.5B | $564.6M | 321 | 0 |
| Aug 2022 | $12.1B | $11.5B | $564.6M | 319 | 0 |
| Aug 2022 | $12.1B | $11.5B | $564.6M | 313 | 0 |
| Aug 2022 | $12.1B | $11.5B | $564.6M | 309 | 0 |
| Aug 2022 | $12.1B | $11.5B | $564.6M | 308 | 0 |
| Aug 2022 | $12.1B | $11.5B | $564.6M | 307 | 0 |
| Jul 2022 | $12.1B | $11.5B | $564.6M | 307 | 0 |
| Jul 2022 | $12.1B | $11.5B | $564.6M | 307 | 0 |
| Jul 2022 | $12.1B | $11.5B | $564.6M | 307 | 0 |
| Jul 2022 | $12.1B | $11.5B | $564.6M | 306 | 0 |
| Jul 2022 | $12.1B | $11.5B | $564.6M | 306 | 0 |
| Jun 2022 | $12.1B | $11.5B | $564.6M | 303 | 0 |
| Jun 2022 | $12.1B | $11.5B | $564.6M | 296 | 0 |
| May 2022 | $12.1B | $11.5B | $564.6M | 296 | 0 |
| May 2022 | $12.1B | $11.5B | $564.6M | 296 | 0 |
| Mar 2022 | $12.1B | $11.5B | $564.6M | 293 | 0 |
| Mar 2022 | $6.6B | $5.7B | $837.3M | 189 | 0 |
| Mar 2022 | $6.6B | $5.7B | $837.3M | 189 | 0 |
| Mar 2022 | $6.6B | $5.7B | $837.3M | 189 | 0 |
| Feb 2022 | $6.6B | $5.7B | $837.3M | 186 | 0 |
| Feb 2022 | $6.6B | $5.7B | $837.3M | 186 | 0 |
| Dec 2021 | $6.6B | $5.7B | $837.3M | 186 | 0 |
| Nov 2021 | $6.6B | $5.7B | $837.3M | 179 | 0 |
| Nov 2021 | $6.6B | $5.7B | $837.3M | 179 | 0 |
| Nov 2021 | $6.6B | $5.7B | $837.3M | 175 | 0 |
| Nov 2021 | $6.6B | $5.7B | $837.3M | 175 | 0 |
| Oct 2021 | $6.6B | $5.7B | $837.3M | 175 | 0 |
| Oct 2021 | $6.6B | $5.7B | $837.3M | 175 | 0 |
| Sep 2021 | $6.6B | $5.7B | $837.3M | 171 | 0 |
| Sep 2021 | $6.6B | $5.7B | $837.3M | 171 | 0 |
| Aug 2021 | $6.6B | $5.7B | $837.3M | 168 | 0 |
| Aug 2021 | $6.6B | $5.7B | $837.3M | 166 | 0 |
| Jul 2021 | $6.6B | $5.7B | $837.3M | 163 | 0 |
| Jun 2021 | $6.6B | $5.7B | $837.3M | 163 | 0 |
| Jun 2021 | $6.6B | $5.7B | $837.3M | 161 | 0 |
| Jun 2021 | $6.6B | $5.7B | $837.3M | 153 | 0 |
| May 2021 | $6.6B | $5.7B | $837.3M | 152 | 0 |
| May 2021 | $6.6B | $5.7B | $837.3M | 150 | 0 |
| May 2021 | $6.6B | $5.7B | $837.3M | 148 | 0 |
| Apr 2021 | $6.6B | $5.7B | $837.3M | 146 | 0 |
| Apr 2021 | $6.6B | $5.7B | $837.3M | 140 | 0 |
| Apr 2021 | $6.6B | $5.7B | $837.3M | 140 | 0 |
| Apr 2021 | $6.6B | $5.7B | $837.3M | 136 | 0 |
| Mar 2021 | $6.6B | $5.7B | $837.3M | 131 | 0 |
| Mar 2021 | $6.6B | $5.7B | $837.3M | 131 | 0 |
| Mar 2021 | $4.3B | $3.7B | $656.2M | 131 | 0 |
| Mar 2021 | $4.3B | $3.7B | $656.2M | 127 | 0 |
| Mar 2021 | $4.3B | $3.7B | $656.2M | 127 | 0 |
| Feb 2021 | $4.3B | $3.7B | $656.2M | 124 | 0 |
| Feb 2021 | $4.3B | $3.7B | $656.2M | 124 | 0 |
| Feb 2021 | $4.3B | $3.7B | $656.2M | 121 | 0 |
| Jan 2021 | $4.3B | $3.7B | $656.2M | 114 | 0 |
| Oct 2020 | $4.3B | $3.7B | $656.2M | 114 | 0 |
| Oct 2020 | $4.3B | $3.7B | $656.2M | 112 | 0 |
| Oct 2020 | $4.3B | $3.7B | $656.2M | 112 | 0 |
| Oct 2020 | $4.3B | $3.7B | $656.2M | 112 | 0 |
| Sep 2020 | $4.3B | $3.7B | $656.2M | 112 | 0 |
| Sep 2020 | $4.3B | $3.7B | $656.2M | 110 | 0 |
| Aug 2020 | $4.3B | $3.7B | $656.2M | 109 | 0 |
| Aug 2020 | $4.3B | $3.7B | $656.2M | 101 | 0 |
| Aug 2020 | $4.3B | $3.7B | $656.2M | 101 | 0 |
| Jul 2020 | $4.3B | $3.7B | $656.2M | 99 | 0 |
| Jun 2020 | $4.3B | $3.7B | $656.2M | 94 | 0 |
| Jun 2020 | $4.3B | $3.7B | $656.2M | 94 | 0 |
| Jun 2020 | $4.3B | $3.7B | $656.2M | 94 | 0 |
| Jun 2020 | $4.3B | $3.7B | $656.2M | 91 | 0 |
| May 2020 | $4.3B | $3.7B | $656.2M | 88 | 0 |
| Mar 2020 | $4.3B | $3.7B | $656.2M | 88 | 0 |
| Mar 2020 | $2.4B | $1.5B | $878.5M | 88 | 0 |
| Mar 2020 | $2.4B | $1.5B | $878.5M | 88 | 0 |
| Mar 2020 | $2.4B | $1.5B | $878.5M | 88 | 0 |
| Mar 2020 | $2.4B | $1.5B | $878.5M | 88 | 0 |
| Feb 2020 | $2.4B | $1.5B | $878.5M | 85 | 0 |
| Jan 2020 | $2.4B | $1.5B | $878.5M | 74 | 0 |
| Oct 2019 | $2.4B | $1.5B | $878.5M | 74 | 0 |
| Oct 2019 | $2.4B | $1.5B | $878.5M | 74 | 0 |
| Oct 2019 | $2.4B | $1.5B | $878.5M | 74 | 0 |
| Oct 2019 | $2.4B | $1.5B | $878.5M | 74 | 0 |
| Sep 2019 | $2.4B | $1.5B | $878.5M | 71 | 0 |
| Aug 2019 | $2.4B | $1.5B | $878.5M | 71 | 0 |
| Aug 2019 | $2.4B | $1.5B | $878.5M | 70 | 0 |
| Jul 2019 | $2.4B | $1.5B | $878.5M | 70 | 0 |
| Jun 2019 | $2.4B | $1.5B | $878.5M | 70 | 0 |
| Jun 2019 | $2.4B | $1.5B | $878.5M | 63 | 0 |
| Jun 2019 | $2.4B | $1.5B | $878.5M | 60 | 0 |
| Jun 2019 | $2.4B | $1.5B | $878.5M | 58 | 0 |
| May 2019 | $2.4B | $1.5B | $878.5M | 58 | 0 |
| Apr 2019 | $2.4B | $1.5B | $878.5M | 58 | 0 |
| Mar 2019 | $2.4B | $1.5B | $878.5M | 56 | 0 |
| Feb 2019 | $2B | $1.4B | $605.9M | 54 | 0 |
| Dec 2018 | $2B | $1.4B | $605.9M | 54 | 0 |
| Dec 2018 | $2B | $1.4B | $605.9M | 54 | 0 |
| Dec 2018 | $2B | $1.4B | $605.9M | 54 | 0 |
| Nov 2018 | $2B | $1.4B | $605.9M | 54 | 0 |
| Nov 2018 | $2B | $1.4B | $605.9M | 54 | 0 |
| Oct 2018 | $2B | $1.4B | $605.9M | 54 | 0 |
| Oct 2018 | $2B | $1.4B | $605.9M | 54 | 0 |
| Sep 2018 | $2B | $1.4B | $605.9M | 54 | 0 |
| Sep 2018 | $2B | $1.4B | $605.9M | 54 | 0 |
| Sep 2018 | $2B | $1.4B | $605.9M | 54 | 0 |
| Sep 2018 | $2B | $1.4B | $605.9M | 54 | 0 |
| Aug 2018 | $2B | $1.4B | $605.9M | 54 | 0 |
| Aug 2018 | $2B | $1.4B | $605.9M | 54 | 0 |
| Jul 2018 | $2B | $1.4B | $605.9M | 54 | 0 |
| May 2018 | $2B | $1.4B | $605.9M | 54 | 0 |
| Apr 2018 | $2B | $1.4B | $605.9M | 54 | 0 |
| Mar 2018 | $2B | $1.4B | $605.9M | 54 | 0 |
| Aug 2017 | $1.8B | $1.3B | $521.5M | 106 | 1,600 |
| Jun 2017 | $1.7B | $1.2B | $463.3M | 106 | 1,600 |
| Jun 2017 | $1.7B | $1.2B | $463.3M | 106 | 1,600 |
| Jun 2017 | $1.7B | $1.2B | $463.3M | 106 | 1,600 |
| Mar 2017 | $1.7B | $1.2B | $463.3M | 106 | 1,600 |
| Nov 2016 | $810.4M | $399.4M | $411M | 107 | 1,600 |
| Nov 2016 | $427M | $224.5M | $202.6M | 107 | 1,600 |
| Sep 2016 | $427M | $224.5M | $202.6M | 107 | 1,600 |
| Aug 2016 | $427M | $224.5M | $202.6M | 107 | 1,600 |
| Feb 2016 | $416.6M | $224.1M | $192.5M | 107 | 1,600 |
| Feb 2016 | $416.6M | $224.1M | $192.5M | 107 | 1,600 |
| Feb 2016 | $416.6M | $224.1M | $192.5M | 107 | 1,600 |
| Jan 2016 | $431.5M | $234.4M | $197M | 107 | 1,600 |
| Nov 2015 | $431.5M | $234.4M | $197M | 107 | 1,600 |
| Nov 2015 | $431.5M | $234.4M | $197M | 107 | 1,600 |
| Oct 2015 | $500.6M | $279.8M | $220.8M | 107 | 1,600 |
| Jul 2015 | $500.6M | $279.8M | $220.8M | 107 | 1,600 |
| Jul 2015 | $0 | $0 | $0 | 107 | 1,600 |
| Jun 2015 | $0 | $0 | $0 | 107 | 1,600 |
| Jun 2015 | $0 | $0 | $0 | 107 | 1,600 |
| May 2015 | $500.6M | $279.8M | $220.8M | 107 | 1,600 |
DateNov 2025
Total AUM$27.7B
Discretionary$27.6B
Non-Disc.$109.2M
Employees699
Clients0
DateOct 2025
Total AUM$27.7B
Discretionary$27.6B
Non-Disc.$109.2M
Employees699
Clients0
DateSep 2025
Total AUM$27.7B
Discretionary$27.6B
Non-Disc.$109.2M
Employees699
Clients0
DateSep 2025
Total AUM$27.7B
Discretionary$27.6B
Non-Disc.$109.2M
Employees691
Clients0
DateSep 2025
Total AUM$27.7B
Discretionary$27.6B
Non-Disc.$109.2M
Employees691
Clients0
DateAug 2025
Total AUM$27.7B
Discretionary$27.6B
Non-Disc.$109.2M
Employees691
Clients0
DateAug 2025
Total AUM$27.7B
Discretionary$27.6B
Non-Disc.$109.2M
Employees691
Clients0
DateAug 2025
Total AUM$27.7B
Discretionary$27.6B
Non-Disc.$109.2M
Employees694
Clients0
DateAug 2025
Total AUM$27.7B
Discretionary$27.6B
Non-Disc.$109.2M
Employees690
Clients0
DateJul 2025
Total AUM$27.7B
Discretionary$27.6B
Non-Disc.$109.2M
Employees660
Clients0
DateJul 2025
Total AUM$27.7B
Discretionary$27.6B
Non-Disc.$109.2M
Employees658
Clients0
DateJun 2025
Total AUM$27.7B
Discretionary$27.6B
Non-Disc.$109.2M
Employees658
Clients0
DateJun 2025
Total AUM$27.7B
Discretionary$27.6B
Non-Disc.$109.2M
Employees638
Clients0
DateJun 2025
Total AUM$27.7B
Discretionary$27.6B
Non-Disc.$109.2M
Employees638
Clients0
DateJun 2025
Total AUM$27.7B
Discretionary$27.6B
Non-Disc.$109.2M
Employees638
Clients0
DateMay 2025
Total AUM$27.7B
Discretionary$27.6B
Non-Disc.$109.2M
Employees638
Clients0
DateMay 2025
Total AUM$27.7B
Discretionary$27.6B
Non-Disc.$109.2M
Employees636
Clients0
DateApr 2025
Total AUM$27.7B
Discretionary$27.6B
Non-Disc.$109.2M
Employees622
Clients0
DateApr 2025
Total AUM$27.7B
Discretionary$27.6B
Non-Disc.$109.2M
Employees632
Clients0
DateMar 2025
Total AUM$27.7B
Discretionary$27.6B
Non-Disc.$109.2M
Employees632
Clients0
DateMar 2025
Total AUM$22B
Discretionary$21.9B
Non-Disc.$134.3M
Employees632
Clients0
DateFeb 2025
Total AUM$22B
Discretionary$21.9B
Non-Disc.$134.3M
Employees643
Clients0
DateFeb 2025
Total AUM$22B
Discretionary$21.9B
Non-Disc.$134.3M
Employees643
Clients0
DateFeb 2025
Total AUM$22B
Discretionary$21.9B
Non-Disc.$134.3M
Employees630
Clients0
DateJan 2025
Total AUM$22B
Discretionary$21.9B
Non-Disc.$134.3M
Employees630
Clients0
DateJan 2025
Total AUM$22B
Discretionary$21.9B
Non-Disc.$134.3M
Employees630
Clients0
DateDec 2024
Total AUM$22B
Discretionary$21.9B
Non-Disc.$134.3M
Employees633
Clients0
DateDec 2024
Total AUM$22B
Discretionary$21.9B
Non-Disc.$134.3M
Employees633
Clients0
DateOct 2024
Total AUM$22B
Discretionary$21.9B
Non-Disc.$134.3M
Employees633
Clients0
DateOct 2024
Total AUM$22B
Discretionary$21.9B
Non-Disc.$134.3M
Employees633
Clients0
DateSep 2024
Total AUM$22B
Discretionary$21.9B
Non-Disc.$134.3M
Employees633
Clients0
DateSep 2024
Total AUM$22B
Discretionary$21.9B
Non-Disc.$134.3M
Employees629
Clients0
DateAug 2024
Total AUM$22B
Discretionary$21.9B
Non-Disc.$134.3M
Employees629
Clients0
DateAug 2024
Total AUM$22B
Discretionary$21.9B
Non-Disc.$134.3M
Employees597
Clients0
DateJun 2024
Total AUM$22B
Discretionary$21.9B
Non-Disc.$134.3M
Employees597
Clients0
DateMay 2024
Total AUM$22B
Discretionary$21.9B
Non-Disc.$134.3M
Employees580
Clients0
DateApr 2024
Total AUM$22B
Discretionary$21.9B
Non-Disc.$134.3M
Employees580
Clients0
DateApr 2024
Total AUM$22B
Discretionary$21.9B
Non-Disc.$134.3M
Employees574
Clients0
DateMar 2024
Total AUM$16.2B
Discretionary$15.8B
Non-Disc.$441M
Employees557
Clients0
DateMar 2024
Total AUM$16.2B
Discretionary$15.8B
Non-Disc.$441M
Employees557
Clients0
DateMar 2024
Total AUM$16.2B
Discretionary$15.8B
Non-Disc.$441M
Employees557
Clients0
DateMar 2024
Total AUM$16.2B
Discretionary$15.8B
Non-Disc.$441M
Employees549
Clients0
DateFeb 2024
Total AUM$16.2B
Discretionary$15.8B
Non-Disc.$441M
Employees555
Clients0
DateJan 2024
Total AUM$16.2B
Discretionary$15.8B
Non-Disc.$441M
Employees555
Clients0
DateJan 2024
Total AUM$16.2B
Discretionary$15.8B
Non-Disc.$441M
Employees555
Clients0
DateJan 2024
Total AUM$16.2B
Discretionary$15.8B
Non-Disc.$441M
Employees553
Clients0
DateJan 2024
Total AUM$16.2B
Discretionary$15.8B
Non-Disc.$441M
Employees553
Clients0
DateJan 2024
Total AUM$16.2B
Discretionary$15.8B
Non-Disc.$441M
Employees560
Clients0
DateJan 2024
Total AUM$16.2B
Discretionary$15.8B
Non-Disc.$441M
Employees560
Clients0
DateDec 2023
Total AUM$16.2B
Discretionary$15.8B
Non-Disc.$441M
Employees560
Clients0
DateDec 2023
Total AUM$16.2B
Discretionary$15.8B
Non-Disc.$441M
Employees560
Clients0
DateDec 2023
Total AUM$16.2B
Discretionary$15.8B
Non-Disc.$441M
Employees560
Clients0
DateNov 2023
Total AUM$16.2B
Discretionary$15.8B
Non-Disc.$441M
Employees560
Clients0
DateNov 2023
Total AUM$16.2B
Discretionary$15.8B
Non-Disc.$441M
Employees559
Clients0
DateNov 2023
Total AUM$16.2B
Discretionary$15.8B
Non-Disc.$441M
Employees559
Clients0
DateNov 2023
Total AUM$16.2B
Discretionary$15.8B
Non-Disc.$441M
Employees559
Clients0
DateOct 2023
Total AUM$16.2B
Discretionary$15.8B
Non-Disc.$441M
Employees559
Clients0
DateSep 2023
Total AUM$16.2B
Discretionary$15.8B
Non-Disc.$441M
Employees573
Clients0
DateAug 2023
Total AUM$16.2B
Discretionary$15.8B
Non-Disc.$441M
Employees573
Clients0
DateAug 2023
Total AUM$16.2B
Discretionary$15.8B
Non-Disc.$441M
Employees573
Clients0
DateAug 2023
Total AUM$16.2B
Discretionary$15.8B
Non-Disc.$441M
Employees573
Clients0
DateJul 2023
Total AUM$16.2B
Discretionary$15.8B
Non-Disc.$441M
Employees573
Clients0
DateMay 2023
Total AUM$16.2B
Discretionary$15.8B
Non-Disc.$441M
Employees536
Clients0
DateMay 2023
Total AUM$16.2B
Discretionary$15.8B
Non-Disc.$441M
Employees535
Clients0
DateMay 2023
Total AUM$16.2B
Discretionary$15.8B
Non-Disc.$441M
Employees543
Clients0
DateApr 2023
Total AUM$16.2B
Discretionary$15.8B
Non-Disc.$441M
Employees543
Clients0
DateApr 2023
Total AUM$16.2B
Discretionary$15.8B
Non-Disc.$441M
Employees510
Clients0
DateApr 2023
Total AUM$16.2B
Discretionary$15.8B
Non-Disc.$441M
Employees510
Clients0
DateApr 2023
Total AUM$16.2B
Discretionary$15.8B
Non-Disc.$441M
Employees510
Clients0
DateMar 2023
Total AUM$16.2B
Discretionary$15.8B
Non-Disc.$441M
Employees510
Clients0
DateMar 2023
Total AUM$16.2B
Discretionary$15.8B
Non-Disc.$441M
Employees510
Clients0
DateMar 2023
Total AUM$12.1B
Discretionary$11.5B
Non-Disc.$564.6M
Employees510
Clients0
DateMar 2023
Total AUM$12.1B
Discretionary$11.5B
Non-Disc.$564.6M
Employees508
Clients0
DateMar 2023
Total AUM$12.1B
Discretionary$11.5B
Non-Disc.$564.6M
Employees375
Clients0
DateMar 2023
Total AUM$12.1B
Discretionary$11.5B
Non-Disc.$564.6M
Employees375
Clients0
DateMar 2023
Total AUM$12.1B
Discretionary$11.5B
Non-Disc.$564.6M
Employees368
Clients0
DateMar 2023
Total AUM$12.1B
Discretionary$11.5B
Non-Disc.$564.6M
Employees368
Clients0
DateFeb 2023
Total AUM$12.1B
Discretionary$11.5B
Non-Disc.$564.6M
Employees368
Clients0
DateFeb 2023
Total AUM$12.1B
Discretionary$11.5B
Non-Disc.$564.6M
Employees368
Clients0
DateFeb 2023
Total AUM$12.1B
Discretionary$11.5B
Non-Disc.$564.6M
Employees366
Clients0
DateFeb 2023
Total AUM$12.1B
Discretionary$11.5B
Non-Disc.$564.6M
Employees364
Clients0
DateJan 2023
Total AUM$12.1B
Discretionary$11.5B
Non-Disc.$564.6M
Employees363
Clients0
DateJan 2023
Total AUM$12.1B
Discretionary$11.5B
Non-Disc.$564.6M
Employees363
Clients0
DateJan 2023
Total AUM$12.1B
Discretionary$11.5B
Non-Disc.$564.6M
Employees363
Clients0
DateDec 2022
Total AUM$12.1B
Discretionary$11.5B
Non-Disc.$564.6M
Employees359
Clients0
DateDec 2022
Total AUM$12.1B
Discretionary$11.5B
Non-Disc.$564.6M
Employees359
Clients0
DateDec 2022
Total AUM$12.1B
Discretionary$11.5B
Non-Disc.$564.6M
Employees359
Clients0
DateNov 2022
Total AUM$12.1B
Discretionary$11.5B
Non-Disc.$564.6M
Employees357
Clients0
DateOct 2022
Total AUM$12.1B
Discretionary$11.5B
Non-Disc.$564.6M
Employees353
Clients0
DateOct 2022
Total AUM$12.1B
Discretionary$11.5B
Non-Disc.$564.6M
Employees351
Clients0
DateSep 2022
Total AUM$12.1B
Discretionary$11.5B
Non-Disc.$564.6M
Employees345
Clients0
DateSep 2022
Total AUM$12.1B
Discretionary$11.5B
Non-Disc.$564.6M
Employees332
Clients0
DateAug 2022
Total AUM$12.1B
Discretionary$11.5B
Non-Disc.$564.6M
Employees321
Clients0
DateAug 2022
Total AUM$12.1B
Discretionary$11.5B
Non-Disc.$564.6M
Employees319
Clients0
DateAug 2022
Total AUM$12.1B
Discretionary$11.5B
Non-Disc.$564.6M
Employees313
Clients0
DateAug 2022
Total AUM$12.1B
Discretionary$11.5B
Non-Disc.$564.6M
Employees309
Clients0
DateAug 2022
Total AUM$12.1B
Discretionary$11.5B
Non-Disc.$564.6M
Employees308
Clients0
DateAug 2022
Total AUM$12.1B
Discretionary$11.5B
Non-Disc.$564.6M
Employees307
Clients0
DateJul 2022
Total AUM$12.1B
Discretionary$11.5B
Non-Disc.$564.6M
Employees307
Clients0
DateJul 2022
Total AUM$12.1B
Discretionary$11.5B
Non-Disc.$564.6M
Employees307
Clients0
DateJul 2022
Total AUM$12.1B
Discretionary$11.5B
Non-Disc.$564.6M
Employees307
Clients0
DateJul 2022
Total AUM$12.1B
Discretionary$11.5B
Non-Disc.$564.6M
Employees306
Clients0
DateJul 2022
Total AUM$12.1B
Discretionary$11.5B
Non-Disc.$564.6M
Employees306
Clients0
DateJun 2022
Total AUM$12.1B
Discretionary$11.5B
Non-Disc.$564.6M
Employees303
Clients0
DateJun 2022
Total AUM$12.1B
Discretionary$11.5B
Non-Disc.$564.6M
Employees296
Clients0
DateMay 2022
Total AUM$12.1B
Discretionary$11.5B
Non-Disc.$564.6M
Employees296
Clients0
DateMay 2022
Total AUM$12.1B
Discretionary$11.5B
Non-Disc.$564.6M
Employees296
Clients0
DateMar 2022
Total AUM$12.1B
Discretionary$11.5B
Non-Disc.$564.6M
Employees293
Clients0
DateMar 2022
Total AUM$6.6B
Discretionary$5.7B
Non-Disc.$837.3M
Employees189
Clients0
DateMar 2022
Total AUM$6.6B
Discretionary$5.7B
Non-Disc.$837.3M
Employees189
Clients0
DateMar 2022
Total AUM$6.6B
Discretionary$5.7B
Non-Disc.$837.3M
Employees189
Clients0
DateFeb 2022
Total AUM$6.6B
Discretionary$5.7B
Non-Disc.$837.3M
Employees186
Clients0
DateFeb 2022
Total AUM$6.6B
Discretionary$5.7B
Non-Disc.$837.3M
Employees186
Clients0
DateDec 2021
Total AUM$6.6B
Discretionary$5.7B
Non-Disc.$837.3M
Employees186
Clients0
DateNov 2021
Total AUM$6.6B
Discretionary$5.7B
Non-Disc.$837.3M
Employees179
Clients0
DateNov 2021
Total AUM$6.6B
Discretionary$5.7B
Non-Disc.$837.3M
Employees179
Clients0
DateNov 2021
Total AUM$6.6B
Discretionary$5.7B
Non-Disc.$837.3M
Employees175
Clients0
DateNov 2021
Total AUM$6.6B
Discretionary$5.7B
Non-Disc.$837.3M
Employees175
Clients0
DateOct 2021
Total AUM$6.6B
Discretionary$5.7B
Non-Disc.$837.3M
Employees175
Clients0
DateOct 2021
Total AUM$6.6B
Discretionary$5.7B
Non-Disc.$837.3M
Employees175
Clients0
DateSep 2021
Total AUM$6.6B
Discretionary$5.7B
Non-Disc.$837.3M
Employees171
Clients0
DateSep 2021
Total AUM$6.6B
Discretionary$5.7B
Non-Disc.$837.3M
Employees171
Clients0
DateAug 2021
Total AUM$6.6B
Discretionary$5.7B
Non-Disc.$837.3M
Employees168
Clients0
DateAug 2021
Total AUM$6.6B
Discretionary$5.7B
Non-Disc.$837.3M
Employees166
Clients0
DateJul 2021
Total AUM$6.6B
Discretionary$5.7B
Non-Disc.$837.3M
Employees163
Clients0
DateJun 2021
Total AUM$6.6B
Discretionary$5.7B
Non-Disc.$837.3M
Employees163
Clients0
DateJun 2021
Total AUM$6.6B
Discretionary$5.7B
Non-Disc.$837.3M
Employees161
Clients0
DateJun 2021
Total AUM$6.6B
Discretionary$5.7B
Non-Disc.$837.3M
Employees153
Clients0
DateMay 2021
Total AUM$6.6B
Discretionary$5.7B
Non-Disc.$837.3M
Employees152
Clients0
DateMay 2021
Total AUM$6.6B
Discretionary$5.7B
Non-Disc.$837.3M
Employees150
Clients0
DateMay 2021
Total AUM$6.6B
Discretionary$5.7B
Non-Disc.$837.3M
Employees148
Clients0
DateApr 2021
Total AUM$6.6B
Discretionary$5.7B
Non-Disc.$837.3M
Employees146
Clients0
DateApr 2021
Total AUM$6.6B
Discretionary$5.7B
Non-Disc.$837.3M
Employees140
Clients0
DateApr 2021
Total AUM$6.6B
Discretionary$5.7B
Non-Disc.$837.3M
Employees140
Clients0
DateApr 2021
Total AUM$6.6B
Discretionary$5.7B
Non-Disc.$837.3M
Employees136
Clients0
DateMar 2021
Total AUM$6.6B
Discretionary$5.7B
Non-Disc.$837.3M
Employees131
Clients0
DateMar 2021
Total AUM$6.6B
Discretionary$5.7B
Non-Disc.$837.3M
Employees131
Clients0
DateMar 2021
Total AUM$4.3B
Discretionary$3.7B
Non-Disc.$656.2M
Employees131
Clients0
DateMar 2021
Total AUM$4.3B
Discretionary$3.7B
Non-Disc.$656.2M
Employees127
Clients0
DateMar 2021
Total AUM$4.3B
Discretionary$3.7B
Non-Disc.$656.2M
Employees127
Clients0
DateFeb 2021
Total AUM$4.3B
Discretionary$3.7B
Non-Disc.$656.2M
Employees124
Clients0
DateFeb 2021
Total AUM$4.3B
Discretionary$3.7B
Non-Disc.$656.2M
Employees124
Clients0
DateFeb 2021
Total AUM$4.3B
Discretionary$3.7B
Non-Disc.$656.2M
Employees121
Clients0
DateJan 2021
Total AUM$4.3B
Discretionary$3.7B
Non-Disc.$656.2M
Employees114
Clients0
DateOct 2020
Total AUM$4.3B
Discretionary$3.7B
Non-Disc.$656.2M
Employees114
Clients0
DateOct 2020
Total AUM$4.3B
Discretionary$3.7B
Non-Disc.$656.2M
Employees112
Clients0
DateOct 2020
Total AUM$4.3B
Discretionary$3.7B
Non-Disc.$656.2M
Employees112
Clients0
DateOct 2020
Total AUM$4.3B
Discretionary$3.7B
Non-Disc.$656.2M
Employees112
Clients0
DateSep 2020
Total AUM$4.3B
Discretionary$3.7B
Non-Disc.$656.2M
Employees112
Clients0
DateSep 2020
Total AUM$4.3B
Discretionary$3.7B
Non-Disc.$656.2M
Employees110
Clients0
DateAug 2020
Total AUM$4.3B
Discretionary$3.7B
Non-Disc.$656.2M
Employees109
Clients0
DateAug 2020
Total AUM$4.3B
Discretionary$3.7B
Non-Disc.$656.2M
Employees101
Clients0
DateAug 2020
Total AUM$4.3B
Discretionary$3.7B
Non-Disc.$656.2M
Employees101
Clients0
DateJul 2020
Total AUM$4.3B
Discretionary$3.7B
Non-Disc.$656.2M
Employees99
Clients0
DateJun 2020
Total AUM$4.3B
Discretionary$3.7B
Non-Disc.$656.2M
Employees94
Clients0
DateJun 2020
Total AUM$4.3B
Discretionary$3.7B
Non-Disc.$656.2M
Employees94
Clients0
DateJun 2020
Total AUM$4.3B
Discretionary$3.7B
Non-Disc.$656.2M
Employees94
Clients0
DateJun 2020
Total AUM$4.3B
Discretionary$3.7B
Non-Disc.$656.2M
Employees91
Clients0
DateMay 2020
Total AUM$4.3B
Discretionary$3.7B
Non-Disc.$656.2M
Employees88
Clients0
DateMar 2020
Total AUM$4.3B
Discretionary$3.7B
Non-Disc.$656.2M
Employees88
Clients0
DateMar 2020
Total AUM$2.4B
Discretionary$1.5B
Non-Disc.$878.5M
Employees88
Clients0
DateMar 2020
Total AUM$2.4B
Discretionary$1.5B
Non-Disc.$878.5M
Employees88
Clients0
DateMar 2020
Total AUM$2.4B
Discretionary$1.5B
Non-Disc.$878.5M
Employees88
Clients0
DateMar 2020
Total AUM$2.4B
Discretionary$1.5B
Non-Disc.$878.5M
Employees88
Clients0
DateFeb 2020
Total AUM$2.4B
Discretionary$1.5B
Non-Disc.$878.5M
Employees85
Clients0
DateJan 2020
Total AUM$2.4B
Discretionary$1.5B
Non-Disc.$878.5M
Employees74
Clients0
DateOct 2019
Total AUM$2.4B
Discretionary$1.5B
Non-Disc.$878.5M
Employees74
Clients0
DateOct 2019
Total AUM$2.4B
Discretionary$1.5B
Non-Disc.$878.5M
Employees74
Clients0
DateOct 2019
Total AUM$2.4B
Discretionary$1.5B
Non-Disc.$878.5M
Employees74
Clients0
DateOct 2019
Total AUM$2.4B
Discretionary$1.5B
Non-Disc.$878.5M
Employees74
Clients0
DateSep 2019
Total AUM$2.4B
Discretionary$1.5B
Non-Disc.$878.5M
Employees71
Clients0
DateAug 2019
Total AUM$2.4B
Discretionary$1.5B
Non-Disc.$878.5M
Employees71
Clients0
DateAug 2019
Total AUM$2.4B
Discretionary$1.5B
Non-Disc.$878.5M
Employees70
Clients0
DateJul 2019
Total AUM$2.4B
Discretionary$1.5B
Non-Disc.$878.5M
Employees70
Clients0
DateJun 2019
Total AUM$2.4B
Discretionary$1.5B
Non-Disc.$878.5M
Employees70
Clients0
DateJun 2019
Total AUM$2.4B
Discretionary$1.5B
Non-Disc.$878.5M
Employees63
Clients0
DateJun 2019
Total AUM$2.4B
Discretionary$1.5B
Non-Disc.$878.5M
Employees60
Clients0
DateJun 2019
Total AUM$2.4B
Discretionary$1.5B
Non-Disc.$878.5M
Employees58
Clients0
DateMay 2019
Total AUM$2.4B
Discretionary$1.5B
Non-Disc.$878.5M
Employees58
Clients0
DateApr 2019
Total AUM$2.4B
Discretionary$1.5B
Non-Disc.$878.5M
Employees58
Clients0
DateMar 2019
Total AUM$2.4B
Discretionary$1.5B
Non-Disc.$878.5M
Employees56
Clients0
DateFeb 2019
Total AUM$2B
Discretionary$1.4B
Non-Disc.$605.9M
Employees54
Clients0
DateDec 2018
Total AUM$2B
Discretionary$1.4B
Non-Disc.$605.9M
Employees54
Clients0
DateDec 2018
Total AUM$2B
Discretionary$1.4B
Non-Disc.$605.9M
Employees54
Clients0
DateDec 2018
Total AUM$2B
Discretionary$1.4B
Non-Disc.$605.9M
Employees54
Clients0
DateNov 2018
Total AUM$2B
Discretionary$1.4B
Non-Disc.$605.9M
Employees54
Clients0
DateNov 2018
Total AUM$2B
Discretionary$1.4B
Non-Disc.$605.9M
Employees54
Clients0
DateOct 2018
Total AUM$2B
Discretionary$1.4B
Non-Disc.$605.9M
Employees54
Clients0
DateOct 2018
Total AUM$2B
Discretionary$1.4B
Non-Disc.$605.9M
Employees54
Clients0
DateSep 2018
Total AUM$2B
Discretionary$1.4B
Non-Disc.$605.9M
Employees54
Clients0
DateSep 2018
Total AUM$2B
Discretionary$1.4B
Non-Disc.$605.9M
Employees54
Clients0
DateSep 2018
Total AUM$2B
Discretionary$1.4B
Non-Disc.$605.9M
Employees54
Clients0
DateSep 2018
Total AUM$2B
Discretionary$1.4B
Non-Disc.$605.9M
Employees54
Clients0
DateAug 2018
Total AUM$2B
Discretionary$1.4B
Non-Disc.$605.9M
Employees54
Clients0
DateAug 2018
Total AUM$2B
Discretionary$1.4B
Non-Disc.$605.9M
Employees54
Clients0
DateJul 2018
Total AUM$2B
Discretionary$1.4B
Non-Disc.$605.9M
Employees54
Clients0
DateMay 2018
Total AUM$2B
Discretionary$1.4B
Non-Disc.$605.9M
Employees54
Clients0
DateApr 2018
Total AUM$2B
Discretionary$1.4B
Non-Disc.$605.9M
Employees54
Clients0
DateMar 2018
Total AUM$2B
Discretionary$1.4B
Non-Disc.$605.9M
Employees54
Clients0
DateAug 2017
Total AUM$1.8B
Discretionary$1.3B
Non-Disc.$521.5M
Employees106
Clients1,600
DateJun 2017
Total AUM$1.7B
Discretionary$1.2B
Non-Disc.$463.3M
Employees106
Clients1,600
DateJun 2017
Total AUM$1.7B
Discretionary$1.2B
Non-Disc.$463.3M
Employees106
Clients1,600
DateJun 2017
Total AUM$1.7B
Discretionary$1.2B
Non-Disc.$463.3M
Employees106
Clients1,600
DateMar 2017
Total AUM$1.7B
Discretionary$1.2B
Non-Disc.$463.3M
Employees106
Clients1,600
DateNov 2016
Total AUM$810.4M
Discretionary$399.4M
Non-Disc.$411M
Employees107
Clients1,600
DateNov 2016
Total AUM$427M
Discretionary$224.5M
Non-Disc.$202.6M
Employees107
Clients1,600
DateSep 2016
Total AUM$427M
Discretionary$224.5M
Non-Disc.$202.6M
Employees107
Clients1,600
DateAug 2016
Total AUM$427M
Discretionary$224.5M
Non-Disc.$202.6M
Employees107
Clients1,600
DateFeb 2016
Total AUM$416.6M
Discretionary$224.1M
Non-Disc.$192.5M
Employees107
Clients1,600
DateFeb 2016
Total AUM$416.6M
Discretionary$224.1M
Non-Disc.$192.5M
Employees107
Clients1,600
DateFeb 2016
Total AUM$416.6M
Discretionary$224.1M
Non-Disc.$192.5M
Employees107
Clients1,600
DateJan 2016
Total AUM$431.5M
Discretionary$234.4M
Non-Disc.$197M
Employees107
Clients1,600
DateNov 2015
Total AUM$431.5M
Discretionary$234.4M
Non-Disc.$197M
Employees107
Clients1,600
DateNov 2015
Total AUM$431.5M
Discretionary$234.4M
Non-Disc.$197M
Employees107
Clients1,600
DateOct 2015
Total AUM$500.6M
Discretionary$279.8M
Non-Disc.$220.8M
Employees107
Clients1,600
DateJul 2015
Total AUM$500.6M
Discretionary$279.8M
Non-Disc.$220.8M
Employees107
Clients1,600
DateJul 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees107
Clients1,600
DateJun 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees107
Clients1,600
DateJun 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees107
Clients1,600
DateMay 2015
Total AUM$500.6M
Discretionary$279.8M
Non-Disc.$220.8M
Employees107
Clients1,600