OPPENHEIMER & CO. INC.
CRD #249 SEC #801-887 NEW YORK, NY 212-668-8000
SEC Registered Broker-Dealer Private Funds Disclosures
Total AUM
$32.4B
Discretionary
$12.4B
Employees
2,883
Clients
--
Accounts
37,605
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $32.4B | $12.4B | $20B | 2,883 | 0 |
| Oct 2025 | $32.4B | $12.4B | $20B | 2,883 | 0 |
| Jul 2025 | $32.4B | $12.4B | $20B | 2,883 | 0 |
| Jul 2025 | $32.4B | $12.4B | $20B | 2,883 | 0 |
| Jun 2025 | $32.4B | $12.4B | $20B | 2,883 | 0 |
| May 2025 | $32.4B | $12.4B | $20B | 2,883 | 0 |
| Mar 2025 | $32.4B | $12.4B | $20B | 2,883 | 0 |
| Jan 2025 | $27.5B | $10.6B | $16.8B | 2,812 | 0 |
| Jul 2024 | $27.5B | $10.6B | $16.8B | 2,812 | 0 |
| Jul 2024 | $27.5B | $10.6B | $16.8B | 2,812 | 0 |
| Jul 2024 | $27.5B | $10.6B | $16.8B | 2,812 | 0 |
| May 2024 | $27.5B | $10.6B | $16.8B | 2,812 | 0 |
| Apr 2024 | $27.5B | $10.6B | $16.8B | 2,812 | 0 |
| Mar 2024 | $27.5B | $10.6B | $16.8B | 2,812 | 0 |
| Feb 2024 | $22.7B | $8.4B | $14.2B | 2,784 | 0 |
| Jan 2024 | $22.7B | $8.4B | $14.2B | 2,784 | 0 |
| Dec 2023 | $22.7B | $8.4B | $14.2B | 2,784 | 0 |
| Oct 2023 | $22.7B | $8.4B | $14.2B | 2,784 | 0 |
| Sep 2023 | $22.7B | $8.4B | $14.2B | 2,784 | 0 |
| Aug 2023 | $22.7B | $8.4B | $14.2B | 2,784 | 0 |
| Jul 2023 | $22.7B | $8.4B | $14.2B | 2,784 | 0 |
| Apr 2023 | $22.7B | $8.4B | $14.2B | 2,784 | 0 |
| Mar 2023 | $22.7B | $8.4B | $14.2B | 2,784 | 0 |
| Dec 2022 | $27B | $10.3B | $16.7B | 2,806 | 0 |
| Nov 2022 | $27B | $10.3B | $16.7B | 2,806 | 0 |
| Oct 2022 | $27B | $10.3B | $16.7B | 2,806 | 0 |
| Sep 2022 | $27B | $10.3B | $16.7B | 2,806 | 0 |
| Sep 2022 | $27B | $10.3B | $16.7B | 2,806 | 0 |
| Sep 2022 | $27B | $10.3B | $16.7B | 2,806 | 0 |
| Aug 2022 | $27B | $10.3B | $16.7B | 2,806 | 0 |
| Jul 2022 | $27B | $10.3B | $16.7B | 2,806 | 0 |
| Jun 2022 | $27B | $10.3B | $16.7B | 2,806 | 0 |
| Mar 2022 | $27B | $10.3B | $16.7B | 2,806 | 0 |
| Mar 2022 | $22.7B | $8.6B | $14.1B | 2,788 | 0 |
| Dec 2021 | $22.7B | $8.6B | $14.1B | 2,788 | 0 |
| Nov 2021 | $22.7B | $8.6B | $14.1B | 2,788 | 0 |
| Sep 2021 | $22.7B | $8.6B | $14.1B | 2,788 | 0 |
| Aug 2021 | $22.7B | $8.6B | $14.1B | 2,788 | 0 |
| Aug 2021 | $22.7B | $8.6B | $14.1B | 2,788 | 0 |
| Aug 2021 | $22.7B | $8.6B | $14.1B | 2,788 | 0 |
| Jun 2021 | $22.7B | $8.6B | $14.1B | 2,788 | 0 |
| May 2021 | $22.7B | $8.6B | $14.1B | 2,788 | 0 |
| Mar 2021 | $22.7B | $8.6B | $14.1B | 2,788 | 0 |
| Mar 2021 | $22.7B | $8.6B | $14.1B | 2,788 | 0 |
| Mar 2021 | $18.9B | $7.6B | $11.4B | 2,850 | 0 |
| Feb 2021 | $18.9B | $7.6B | $11.4B | 2,850 | 0 |
| Dec 2020 | $18.9B | $7.6B | $11.4B | 2,850 | 0 |
| Aug 2020 | $18.9B | $7.6B | $11.4B | 2,850 | 0 |
| Aug 2020 | $18.9B | $7.6B | $11.4B | 2,850 | 0 |
| Jun 2020 | $18.9B | $7.6B | $11.4B | 2,850 | 0 |
| Apr 2020 | $18.9B | $7.6B | $11.4B | 2,850 | 0 |
| Mar 2020 | $18.9B | $7.6B | $11.4B | 2,850 | 0 |
| Jan 2020 | $10.6B | $6B | $4.6B | 2,868 | 0 |
| Oct 2019 | $10.6B | $6B | $4.6B | 2,868 | 0 |
| Aug 2019 | $10.6B | $6B | $4.6B | 2,868 | 0 |
| Jun 2019 | $10.6B | $6B | $4.6B | 2,868 | 0 |
| Mar 2019 | $10.6B | $6B | $4.6B | 2,868 | 0 |
| Feb 2019 | $11.2B | $6.2B | $5B | 2,740 | 0 |
| Dec 2018 | $11.2B | $6.2B | $5B | 2,740 | 0 |
| Oct 2018 | $11.2B | $6.2B | $5B | 2,740 | 0 |
| Aug 2018 | $11.2B | $6.2B | $5B | 2,740 | 0 |
| Jun 2018 | $11.2B | $6.2B | $5B | 2,740 | 0 |
| May 2018 | $11.2B | $6.2B | $5B | 2,740 | 0 |
| Mar 2018 | $15.1B | $6.2B | $9B | 2,740 | 0 |
| Jan 2018 | $9.6B | $5.8B | $3.8B | 2,949 | 228 |
| Dec 2017 | $9.6B | $5.8B | $3.8B | 2,949 | 228 |
| Nov 2017 | $9.6B | $5.8B | $3.8B | 2,949 | 228 |
| Sep 2017 | $9.6B | $5.8B | $3.8B | 2,949 | 20,200 |
| Aug 2017 | $9.6B | $5.8B | $3.8B | 2,949 | 20,200 |
| Jun 2017 | $9.6B | $5.8B | $3.8B | 2,949 | 20,200 |
| Jun 2017 | $9.6B | $5.8B | $3.8B | 2,949 | 20,200 |
| Apr 2017 | $9.6B | $5.8B | $3.8B | 2,949 | 20,100 |
| Mar 2017 | $9.6B | $5.8B | $3.8B | 2,949 | 20,100 |
| Feb 2017 | $9.1B | $5.5B | $3.6B | 3,035 | 19,000 |
| Dec 2016 | $9.1B | $5.5B | $3.6B | 3,035 | 19,000 |
| Nov 2016 | $9.1B | $5.5B | $3.6B | 3,035 | 19,000 |
| Aug 2016 | $9.1B | $5.5B | $3.6B | 3,035 | 19,000 |
| Jul 2016 | $9.1B | $5.5B | $3.6B | 3,035 | 19,000 |
| Jun 2016 | $9.1B | $5.5B | $3.6B | 3,035 | 19,000 |
| Jun 2016 | $9.1B | $5.5B | $3.6B | 3,035 | 19,000 |
| Jun 2016 | $9.1B | $5.5B | $3.6B | 3,035 | 19,000 |
| Mar 2016 | $9.1B | $5.5B | $3.6B | 3,035 | 19,000 |
| Jan 2016 | $9.4B | $5.6B | $3.8B | 3,185 | 18,700 |
| Dec 2015 | $9.4B | $5.6B | $3.8B | 3,185 | 18,700 |
| Dec 2015 | $9.4B | $5.6B | $3.8B | 3,185 | 18,700 |
| Nov 2015 | $9.4B | $5.6B | $3.8B | 3,185 | 18,700 |
| Nov 2015 | $9.4B | $5.6B | $3.8B | 3,185 | 18,700 |
| Oct 2015 | $9.4B | $5.6B | $3.8B | 3,185 | 18,700 |
| Oct 2015 | $9.4B | $5.6B | $3.8B | 3,185 | 18,700 |
| Sep 2015 | $9.4B | $5.6B | $3.8B | 3,185 | 18,700 |
| Jul 2015 | $9.4B | $5.6B | $3.8B | 3,185 | 18,700 |
| Apr 2015 | $9.4B | $5.6B | $3.8B | 3,185 | 18,700 |
| Feb 2015 | $9.4B | $5.6B | $3.8B | 3,185 | 18,700 |
| Jan 2015 | $8.7B | $5B | $3.7B | 3,386 | 17,700 |
| Dec 2014 | $8.7B | $5B | $3.7B | 3,386 | 17,700 |
| Nov 2014 | $8.7B | $5B | $3.7B | 3,386 | 17,700 |
| Sep 2014 | $8.7B | $5B | $3.7B | 3,386 | 17,700 |
| May 2014 | $8.7B | $5B | $3.7B | 3,386 | 17,700 |
| Apr 2014 | $8.7B | $5B | $3.7B | 3,386 | 17,700 |
| Mar 2014 | $8.7B | $5B | $3.7B | 3,386 | 3,500 |
| Feb 2014 | $11.5B | $4.1B | $7.4B | 3,462 | 3,500 |
| Oct 2013 | $11.5B | $4.1B | $7.4B | 3,462 | 3,500 |
| Oct 2013 | $11.5B | $4.1B | $7.4B | 3,462 | 3,500 |
| Aug 2013 | $11.5B | $4.1B | $7.4B | 3,462 | 3,500 |
| May 2013 | $11.5B | $4.1B | $7.4B | 3,462 | 3,500 |
| Apr 2013 | $11.5B | $4.1B | $7.4B | 3,462 | 3,500 |
| Apr 2013 | $11.5B | $4.1B | $7.4B | 3,462 | 3,500 |
| Mar 2013 | $11.5B | $4.1B | $7.4B | 3,462 | 3,500 |
| Nov 2012 | $6B | $3.6B | $2.4B | 3,462 | 3,500 |
| Oct 2012 | $6B | $3.6B | $2.4B | -- | 3,500 |
| Sep 2012 | $6B | $3.6B | $2.4B | -- | 3,500 |
| Jul 2012 | $6B | $3.6B | $2.4B | -- | 3,500 |
| Jun 2012 | $6B | $3.6B | $2.4B | -- | 3,500 |
| May 2012 | $6B | $3.6B | $2.4B | -- | 3,500 |
| Apr 2012 | $6B | $3.6B | $2.4B | -- | 3,500 |
| Mar 2012 | $6B | $3.6B | $2.4B | -- | 3,500 |
| Mar 2012 | $6B | $3.6B | $2.4B | -- | 3,500 |
| Sep 2011 | $5.6B | $2.3B | $3.3B | -- | -- |
| Jul 2011 | $5.6B | $2.3B | $3.3B | -- | -- |
| Mar 2011 | $5.6B | $2.3B | $3.3B | -- | -- |
| Jun 2010 | $4.9B | $3B | $1.9B | -- | -- |
| Apr 2010 | $4.9B | $3B | $1.9B | -- | -- |
| Mar 2009 | $3B | $2.2B | $840.3M | -- | -- |
| Mar 2008 | $4B | $2.9B | $1.1B | -- | -- |
| Dec 2007 | $2.7B | $2.7B | $19.6M | -- | -- |
| Mar 2007 | $2.7B | $2.7B | $19.6M | -- | -- |
| Mar 2007 | $2.6B | $2.6B | $19.1M | -- | -- |
| Feb 2006 | $1.3B | $1.2B | $60.6M | -- | -- |
| Feb 2006 | $1.3B | $1.2B | $60.6M | -- | -- |
| Nov 2005 | $1.3B | $1.2B | $60.6M | -- | -- |
| Jun 2005 | $1.3B | $1.2B | $60.6M | -- | -- |
| Mar 2004 | $1.4B | $1.3B | $53.4M | -- | -- |
| Apr 2002 | $1.1B | $975.9M | $76.3M | -- | -- |
| Apr 2002 | $1.1B | $975.9M | $76.3M | -- | -- |
DateOct 2025
Total AUM$32.4B
Discretionary$12.4B
Non-Disc.$20B
Employees2,883
Clients0
DateOct 2025
Total AUM$32.4B
Discretionary$12.4B
Non-Disc.$20B
Employees2,883
Clients0
DateJul 2025
Total AUM$32.4B
Discretionary$12.4B
Non-Disc.$20B
Employees2,883
Clients0
DateJul 2025
Total AUM$32.4B
Discretionary$12.4B
Non-Disc.$20B
Employees2,883
Clients0
DateJun 2025
Total AUM$32.4B
Discretionary$12.4B
Non-Disc.$20B
Employees2,883
Clients0
DateMay 2025
Total AUM$32.4B
Discretionary$12.4B
Non-Disc.$20B
Employees2,883
Clients0
DateMar 2025
Total AUM$32.4B
Discretionary$12.4B
Non-Disc.$20B
Employees2,883
Clients0
DateJan 2025
Total AUM$27.5B
Discretionary$10.6B
Non-Disc.$16.8B
Employees2,812
Clients0
DateJul 2024
Total AUM$27.5B
Discretionary$10.6B
Non-Disc.$16.8B
Employees2,812
Clients0
DateJul 2024
Total AUM$27.5B
Discretionary$10.6B
Non-Disc.$16.8B
Employees2,812
Clients0
DateJul 2024
Total AUM$27.5B
Discretionary$10.6B
Non-Disc.$16.8B
Employees2,812
Clients0
DateMay 2024
Total AUM$27.5B
Discretionary$10.6B
Non-Disc.$16.8B
Employees2,812
Clients0
DateApr 2024
Total AUM$27.5B
Discretionary$10.6B
Non-Disc.$16.8B
Employees2,812
Clients0
DateMar 2024
Total AUM$27.5B
Discretionary$10.6B
Non-Disc.$16.8B
Employees2,812
Clients0
DateFeb 2024
Total AUM$22.7B
Discretionary$8.4B
Non-Disc.$14.2B
Employees2,784
Clients0
DateJan 2024
Total AUM$22.7B
Discretionary$8.4B
Non-Disc.$14.2B
Employees2,784
Clients0
DateDec 2023
Total AUM$22.7B
Discretionary$8.4B
Non-Disc.$14.2B
Employees2,784
Clients0
DateOct 2023
Total AUM$22.7B
Discretionary$8.4B
Non-Disc.$14.2B
Employees2,784
Clients0
DateSep 2023
Total AUM$22.7B
Discretionary$8.4B
Non-Disc.$14.2B
Employees2,784
Clients0
DateAug 2023
Total AUM$22.7B
Discretionary$8.4B
Non-Disc.$14.2B
Employees2,784
Clients0
DateJul 2023
Total AUM$22.7B
Discretionary$8.4B
Non-Disc.$14.2B
Employees2,784
Clients0
DateApr 2023
Total AUM$22.7B
Discretionary$8.4B
Non-Disc.$14.2B
Employees2,784
Clients0
DateMar 2023
Total AUM$22.7B
Discretionary$8.4B
Non-Disc.$14.2B
Employees2,784
Clients0
DateDec 2022
Total AUM$27B
Discretionary$10.3B
Non-Disc.$16.7B
Employees2,806
Clients0
DateNov 2022
Total AUM$27B
Discretionary$10.3B
Non-Disc.$16.7B
Employees2,806
Clients0
DateOct 2022
Total AUM$27B
Discretionary$10.3B
Non-Disc.$16.7B
Employees2,806
Clients0
DateSep 2022
Total AUM$27B
Discretionary$10.3B
Non-Disc.$16.7B
Employees2,806
Clients0
DateSep 2022
Total AUM$27B
Discretionary$10.3B
Non-Disc.$16.7B
Employees2,806
Clients0
DateSep 2022
Total AUM$27B
Discretionary$10.3B
Non-Disc.$16.7B
Employees2,806
Clients0
DateAug 2022
Total AUM$27B
Discretionary$10.3B
Non-Disc.$16.7B
Employees2,806
Clients0
DateJul 2022
Total AUM$27B
Discretionary$10.3B
Non-Disc.$16.7B
Employees2,806
Clients0
DateJun 2022
Total AUM$27B
Discretionary$10.3B
Non-Disc.$16.7B
Employees2,806
Clients0
DateMar 2022
Total AUM$27B
Discretionary$10.3B
Non-Disc.$16.7B
Employees2,806
Clients0
DateMar 2022
Total AUM$22.7B
Discretionary$8.6B
Non-Disc.$14.1B
Employees2,788
Clients0
DateDec 2021
Total AUM$22.7B
Discretionary$8.6B
Non-Disc.$14.1B
Employees2,788
Clients0
DateNov 2021
Total AUM$22.7B
Discretionary$8.6B
Non-Disc.$14.1B
Employees2,788
Clients0
DateSep 2021
Total AUM$22.7B
Discretionary$8.6B
Non-Disc.$14.1B
Employees2,788
Clients0
DateAug 2021
Total AUM$22.7B
Discretionary$8.6B
Non-Disc.$14.1B
Employees2,788
Clients0
DateAug 2021
Total AUM$22.7B
Discretionary$8.6B
Non-Disc.$14.1B
Employees2,788
Clients0
DateAug 2021
Total AUM$22.7B
Discretionary$8.6B
Non-Disc.$14.1B
Employees2,788
Clients0
DateJun 2021
Total AUM$22.7B
Discretionary$8.6B
Non-Disc.$14.1B
Employees2,788
Clients0
DateMay 2021
Total AUM$22.7B
Discretionary$8.6B
Non-Disc.$14.1B
Employees2,788
Clients0
DateMar 2021
Total AUM$22.7B
Discretionary$8.6B
Non-Disc.$14.1B
Employees2,788
Clients0
DateMar 2021
Total AUM$22.7B
Discretionary$8.6B
Non-Disc.$14.1B
Employees2,788
Clients0
DateMar 2021
Total AUM$18.9B
Discretionary$7.6B
Non-Disc.$11.4B
Employees2,850
Clients0
DateFeb 2021
Total AUM$18.9B
Discretionary$7.6B
Non-Disc.$11.4B
Employees2,850
Clients0
DateDec 2020
Total AUM$18.9B
Discretionary$7.6B
Non-Disc.$11.4B
Employees2,850
Clients0
DateAug 2020
Total AUM$18.9B
Discretionary$7.6B
Non-Disc.$11.4B
Employees2,850
Clients0
DateAug 2020
Total AUM$18.9B
Discretionary$7.6B
Non-Disc.$11.4B
Employees2,850
Clients0
DateJun 2020
Total AUM$18.9B
Discretionary$7.6B
Non-Disc.$11.4B
Employees2,850
Clients0
DateApr 2020
Total AUM$18.9B
Discretionary$7.6B
Non-Disc.$11.4B
Employees2,850
Clients0
DateMar 2020
Total AUM$18.9B
Discretionary$7.6B
Non-Disc.$11.4B
Employees2,850
Clients0
DateJan 2020
Total AUM$10.6B
Discretionary$6B
Non-Disc.$4.6B
Employees2,868
Clients0
DateOct 2019
Total AUM$10.6B
Discretionary$6B
Non-Disc.$4.6B
Employees2,868
Clients0
DateAug 2019
Total AUM$10.6B
Discretionary$6B
Non-Disc.$4.6B
Employees2,868
Clients0
DateJun 2019
Total AUM$10.6B
Discretionary$6B
Non-Disc.$4.6B
Employees2,868
Clients0
DateMar 2019
Total AUM$10.6B
Discretionary$6B
Non-Disc.$4.6B
Employees2,868
Clients0
DateFeb 2019
Total AUM$11.2B
Discretionary$6.2B
Non-Disc.$5B
Employees2,740
Clients0
DateDec 2018
Total AUM$11.2B
Discretionary$6.2B
Non-Disc.$5B
Employees2,740
Clients0
DateOct 2018
Total AUM$11.2B
Discretionary$6.2B
Non-Disc.$5B
Employees2,740
Clients0
DateAug 2018
Total AUM$11.2B
Discretionary$6.2B
Non-Disc.$5B
Employees2,740
Clients0
DateJun 2018
Total AUM$11.2B
Discretionary$6.2B
Non-Disc.$5B
Employees2,740
Clients0
DateMay 2018
Total AUM$11.2B
Discretionary$6.2B
Non-Disc.$5B
Employees2,740
Clients0
DateMar 2018
Total AUM$15.1B
Discretionary$6.2B
Non-Disc.$9B
Employees2,740
Clients0
DateJan 2018
Total AUM$9.6B
Discretionary$5.8B
Non-Disc.$3.8B
Employees2,949
Clients228
DateDec 2017
Total AUM$9.6B
Discretionary$5.8B
Non-Disc.$3.8B
Employees2,949
Clients228
DateNov 2017
Total AUM$9.6B
Discretionary$5.8B
Non-Disc.$3.8B
Employees2,949
Clients228
DateSep 2017
Total AUM$9.6B
Discretionary$5.8B
Non-Disc.$3.8B
Employees2,949
Clients20,200
DateAug 2017
Total AUM$9.6B
Discretionary$5.8B
Non-Disc.$3.8B
Employees2,949
Clients20,200
DateJun 2017
Total AUM$9.6B
Discretionary$5.8B
Non-Disc.$3.8B
Employees2,949
Clients20,200
DateJun 2017
Total AUM$9.6B
Discretionary$5.8B
Non-Disc.$3.8B
Employees2,949
Clients20,200
DateApr 2017
Total AUM$9.6B
Discretionary$5.8B
Non-Disc.$3.8B
Employees2,949
Clients20,100
DateMar 2017
Total AUM$9.6B
Discretionary$5.8B
Non-Disc.$3.8B
Employees2,949
Clients20,100
DateFeb 2017
Total AUM$9.1B
Discretionary$5.5B
Non-Disc.$3.6B
Employees3,035
Clients19,000
DateDec 2016
Total AUM$9.1B
Discretionary$5.5B
Non-Disc.$3.6B
Employees3,035
Clients19,000
DateNov 2016
Total AUM$9.1B
Discretionary$5.5B
Non-Disc.$3.6B
Employees3,035
Clients19,000
DateAug 2016
Total AUM$9.1B
Discretionary$5.5B
Non-Disc.$3.6B
Employees3,035
Clients19,000
DateJul 2016
Total AUM$9.1B
Discretionary$5.5B
Non-Disc.$3.6B
Employees3,035
Clients19,000
DateJun 2016
Total AUM$9.1B
Discretionary$5.5B
Non-Disc.$3.6B
Employees3,035
Clients19,000
DateJun 2016
Total AUM$9.1B
Discretionary$5.5B
Non-Disc.$3.6B
Employees3,035
Clients19,000
DateJun 2016
Total AUM$9.1B
Discretionary$5.5B
Non-Disc.$3.6B
Employees3,035
Clients19,000
DateMar 2016
Total AUM$9.1B
Discretionary$5.5B
Non-Disc.$3.6B
Employees3,035
Clients19,000
DateJan 2016
Total AUM$9.4B
Discretionary$5.6B
Non-Disc.$3.8B
Employees3,185
Clients18,700
DateDec 2015
Total AUM$9.4B
Discretionary$5.6B
Non-Disc.$3.8B
Employees3,185
Clients18,700
DateDec 2015
Total AUM$9.4B
Discretionary$5.6B
Non-Disc.$3.8B
Employees3,185
Clients18,700
DateNov 2015
Total AUM$9.4B
Discretionary$5.6B
Non-Disc.$3.8B
Employees3,185
Clients18,700
DateNov 2015
Total AUM$9.4B
Discretionary$5.6B
Non-Disc.$3.8B
Employees3,185
Clients18,700
DateOct 2015
Total AUM$9.4B
Discretionary$5.6B
Non-Disc.$3.8B
Employees3,185
Clients18,700
DateOct 2015
Total AUM$9.4B
Discretionary$5.6B
Non-Disc.$3.8B
Employees3,185
Clients18,700
DateSep 2015
Total AUM$9.4B
Discretionary$5.6B
Non-Disc.$3.8B
Employees3,185
Clients18,700
DateJul 2015
Total AUM$9.4B
Discretionary$5.6B
Non-Disc.$3.8B
Employees3,185
Clients18,700
DateApr 2015
Total AUM$9.4B
Discretionary$5.6B
Non-Disc.$3.8B
Employees3,185
Clients18,700
DateFeb 2015
Total AUM$9.4B
Discretionary$5.6B
Non-Disc.$3.8B
Employees3,185
Clients18,700
DateJan 2015
Total AUM$8.7B
Discretionary$5B
Non-Disc.$3.7B
Employees3,386
Clients17,700
DateDec 2014
Total AUM$8.7B
Discretionary$5B
Non-Disc.$3.7B
Employees3,386
Clients17,700
DateNov 2014
Total AUM$8.7B
Discretionary$5B
Non-Disc.$3.7B
Employees3,386
Clients17,700
DateSep 2014
Total AUM$8.7B
Discretionary$5B
Non-Disc.$3.7B
Employees3,386
Clients17,700
DateMay 2014
Total AUM$8.7B
Discretionary$5B
Non-Disc.$3.7B
Employees3,386
Clients17,700
DateApr 2014
Total AUM$8.7B
Discretionary$5B
Non-Disc.$3.7B
Employees3,386
Clients17,700
DateMar 2014
Total AUM$8.7B
Discretionary$5B
Non-Disc.$3.7B
Employees3,386
Clients3,500
DateFeb 2014
Total AUM$11.5B
Discretionary$4.1B
Non-Disc.$7.4B
Employees3,462
Clients3,500
DateOct 2013
Total AUM$11.5B
Discretionary$4.1B
Non-Disc.$7.4B
Employees3,462
Clients3,500
DateOct 2013
Total AUM$11.5B
Discretionary$4.1B
Non-Disc.$7.4B
Employees3,462
Clients3,500
DateAug 2013
Total AUM$11.5B
Discretionary$4.1B
Non-Disc.$7.4B
Employees3,462
Clients3,500
DateMay 2013
Total AUM$11.5B
Discretionary$4.1B
Non-Disc.$7.4B
Employees3,462
Clients3,500
DateApr 2013
Total AUM$11.5B
Discretionary$4.1B
Non-Disc.$7.4B
Employees3,462
Clients3,500
DateApr 2013
Total AUM$11.5B
Discretionary$4.1B
Non-Disc.$7.4B
Employees3,462
Clients3,500
DateMar 2013
Total AUM$11.5B
Discretionary$4.1B
Non-Disc.$7.4B
Employees3,462
Clients3,500
DateNov 2012
Total AUM$6B
Discretionary$3.6B
Non-Disc.$2.4B
Employees3,462
Clients3,500
DateOct 2012
Total AUM$6B
Discretionary$3.6B
Non-Disc.$2.4B
Employees--
Clients3,500
DateSep 2012
Total AUM$6B
Discretionary$3.6B
Non-Disc.$2.4B
Employees--
Clients3,500
DateJul 2012
Total AUM$6B
Discretionary$3.6B
Non-Disc.$2.4B
Employees--
Clients3,500
DateJun 2012
Total AUM$6B
Discretionary$3.6B
Non-Disc.$2.4B
Employees--
Clients3,500
DateMay 2012
Total AUM$6B
Discretionary$3.6B
Non-Disc.$2.4B
Employees--
Clients3,500
DateApr 2012
Total AUM$6B
Discretionary$3.6B
Non-Disc.$2.4B
Employees--
Clients3,500
DateMar 2012
Total AUM$6B
Discretionary$3.6B
Non-Disc.$2.4B
Employees--
Clients3,500
DateMar 2012
Total AUM$6B
Discretionary$3.6B
Non-Disc.$2.4B
Employees--
Clients3,500
DateSep 2011
Total AUM$5.6B
Discretionary$2.3B
Non-Disc.$3.3B
Employees--
Clients--
DateJul 2011
Total AUM$5.6B
Discretionary$2.3B
Non-Disc.$3.3B
Employees--
Clients--
DateMar 2011
Total AUM$5.6B
Discretionary$2.3B
Non-Disc.$3.3B
Employees--
Clients--
DateJun 2010
Total AUM$4.9B
Discretionary$3B
Non-Disc.$1.9B
Employees--
Clients--
DateApr 2010
Total AUM$4.9B
Discretionary$3B
Non-Disc.$1.9B
Employees--
Clients--
DateMar 2009
Total AUM$3B
Discretionary$2.2B
Non-Disc.$840.3M
Employees--
Clients--
DateMar 2008
Total AUM$4B
Discretionary$2.9B
Non-Disc.$1.1B
Employees--
Clients--
DateDec 2007
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$19.6M
Employees--
Clients--
DateMar 2007
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$19.6M
Employees--
Clients--
DateMar 2007
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$19.1M
Employees--
Clients--
DateFeb 2006
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$60.6M
Employees--
Clients--
DateFeb 2006
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$60.6M
Employees--
Clients--
DateNov 2005
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$60.6M
Employees--
Clients--
DateJun 2005
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$60.6M
Employees--
Clients--
DateMar 2004
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$53.4M
Employees--
Clients--
DateApr 2002
Total AUM$1.1B
Discretionary$975.9M
Non-Disc.$76.3M
Employees--
Clients--
DateApr 2002
Total AUM$1.1B
Discretionary$975.9M
Non-Disc.$76.3M
Employees--
Clients--