CREDIT SUISSE SECURITIES (USA) LLC
CRD #816 SEC #801-56264 NEW YORK, NY (212) 325-2000
SEC Registered Broker-Dealer Private Funds Disclosures
Total AUM
$805.3M
Discretionary
$805.3M
Employees
39
Clients
0
Accounts
20
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $805.3M | $805.3M | $0 | 39 | 0 |
| Oct 2024 | $805.3M | $805.3M | $0 | 39 | 0 |
| Sep 2024 | $805.3M | $805.3M | $0 | 39 | 0 |
| Aug 2024 | $805.3M | $805.3M | $0 | 39 | 0 |
| Jun 2024 | $805.3M | $805.3M | $0 | 39 | 0 |
| Jun 2024 | $805.3M | $805.3M | $0 | 39 | 0 |
| Mar 2024 | $805.3M | $805.3M | $0 | 39 | 0 |
| Jan 2024 | $784.8M | $784.8M | $0 | 3,796 | 1 |
| Jan 2024 | $784.8M | $784.8M | $0 | 3,796 | 1 |
| Dec 2023 | $784.8M | $784.8M | $0 | 3,796 | 1 |
| Dec 2023 | $784.8M | $784.8M | $0 | 3,796 | 1 |
| Oct 2023 | $784.8M | $784.8M | $0 | 3,796 | 1 |
| Oct 2023 | $784.8M | $784.8M | $0 | 3,796 | 1 |
| Sep 2023 | $784.8M | $784.8M | $0 | 3,796 | 1 |
| Jul 2023 | $784.8M | $784.8M | $0 | 3,796 | 1 |
| Jul 2023 | $784.8M | $784.8M | $0 | 3,796 | 1 |
| Jun 2023 | $784.8M | $784.8M | $0 | 3,796 | 1 |
| May 2023 | $784.8M | $784.8M | $0 | 3,796 | 1 |
| Mar 2023 | $784.8M | $784.8M | $0 | 3,796 | 1 |
| Mar 2023 | $771.4M | $771.4M | $0 | 4,452 | 1 |
| Dec 2022 | $771.4M | $771.4M | $0 | 4,452 | 1 |
| Oct 2022 | $771.4M | $771.4M | $0 | 4,452 | 1 |
| Aug 2022 | $771.4M | $771.4M | $0 | 4,452 | 1 |
| Mar 2022 | $771.4M | $771.4M | $0 | 4,452 | 1 |
| Nov 2021 | $494.7M | $494.7M | $0 | 4,603 | 1 |
| Nov 2021 | $494.7M | $494.7M | $0 | 4,603 | 1 |
| May 2021 | $494.7M | $494.7M | $0 | 4,603 | 1 |
| Apr 2021 | $494.7M | $494.7M | $0 | 4,603 | 1 |
| Mar 2021 | $494.7M | $494.7M | $0 | 4,603 | 1 |
| Oct 2020 | $404M | $404M | $0 | 4,744 | 1 |
| Sep 2020 | $404M | $404M | $0 | 4,744 | 1 |
| Jun 2020 | $404M | $404M | $0 | 4,744 | 1 |
| Mar 2020 | $404M | $404M | $0 | 4,744 | 1 |
| Jan 2020 | $298.8M | $298.8M | $0 | 4,720 | 1 |
| Jan 2020 | $298.8M | $298.8M | $0 | 4,720 | 1 |
| Apr 2019 | $298.8M | $298.8M | $0 | 4,720 | 1 |
| Mar 2019 | $298.8M | $298.8M | $0 | 4,720 | 1 |
| Feb 2019 | $241.9M | $241.9M | $0 | 5,199 | 1 |
| Jan 2019 | $241.9M | $241.9M | $0 | 5,199 | 1 |
| Jan 2019 | $241.9M | $241.9M | $0 | 5,199 | 1 |
| Dec 2018 | $241.9M | $241.9M | $0 | 5,199 | 1 |
| Oct 2018 | $241.9M | $241.9M | $0 | 5,199 | 1 |
| Oct 2018 | $241.9M | $241.9M | $0 | 5,199 | 1 |
| Sep 2018 | $241.9M | $241.9M | $0 | 5,199 | 1 |
| Sep 2018 | $241.9M | $241.9M | $0 | 5,199 | 1 |
| Sep 2018 | $241.9M | $241.9M | $0 | 5,199 | 1 |
| Aug 2018 | $241.9M | $241.9M | $0 | 5,199 | 1 |
| Jul 2018 | $241.9M | $241.9M | $0 | 5,199 | 1 |
| May 2018 | $241.9M | $241.9M | $0 | 5,199 | 1 |
| Apr 2018 | $241.9M | $241.9M | $0 | 5,199 | 1 |
| Mar 2018 | $241.9M | $241.9M | $0 | 5,199 | 1 |
| Mar 2018 | $168.3M | $168.3M | $0 | 5,381 | 0 |
| Mar 2018 | $168.3M | $168.3M | $0 | 5,381 | 0 |
| Jan 2018 | $168.3M | $168.3M | $0 | 5,381 | 0 |
| Jan 2018 | $168.3M | $168.3M | $0 | 5,381 | 0 |
| Dec 2017 | $168.3M | $168.3M | $0 | 5,381 | 0 |
| Aug 2017 | $168.3M | $168.3M | $0 | 5,381 | 11 |
| Jul 2017 | $168.3M | $168.3M | $0 | 5,381 | 11 |
| Jun 2017 | $168.3M | $168.3M | $0 | 5,381 | 11 |
| May 2017 | $168.3M | $168.3M | $0 | 5,381 | 11 |
| Apr 2017 | $168.3M | $168.3M | $0 | 5,381 | 11 |
| Apr 2017 | $168.3M | $168.3M | $0 | 5,381 | 11 |
| Apr 2017 | $168.3M | $168.3M | $0 | 5,381 | 11 |
| Mar 2017 | $168.3M | $168.3M | $0 | 5,381 | 11 |
| Jan 2017 | $135.3M | $13.8M | $121.5M | 8,332 | 26 |
| Jan 2017 | $135.3M | $13.8M | $121.5M | 8,332 | 26 |
| Dec 2016 | $135.3M | $13.8M | $121.5M | 8,332 | 26 |
| Oct 2016 | $135.3M | $13.8M | $121.5M | 8,332 | 26 |
| Oct 2016 | $135.3M | $13.8M | $121.5M | 8,332 | 26 |
| Jul 2016 | $135.3M | $13.8M | $121.5M | 8,332 | 26 |
| May 2016 | $135.3M | $13.8M | $121.5M | 8,332 | 26 |
| Apr 2016 | $135.3M | $13.8M | $121.5M | 8,332 | 26 |
| Apr 2016 | $135.3M | $13.8M | $121.5M | 8,332 | 26 |
| Mar 2016 | $135.3M | $13.8M | $121.5M | 12,432 | 26 |
| Mar 2016 | $29.1B | $21.6B | $7.6B | 9,443 | 7,693 |
| Mar 2016 | $29.1B | $21.6B | $7.6B | 9,443 | 7,693 |
| Feb 2016 | $29.1B | $21.6B | $7.6B | 9,443 | 7,693 |
| Feb 2016 | $29.1B | $21.6B | $7.6B | 9,443 | 7,693 |
| Feb 2016 | $29.1B | $21.6B | $7.6B | 9,443 | 7,693 |
| Jan 2016 | $29.1B | $21.6B | $7.6B | 9,443 | 7,693 |
| Oct 2015 | $29.1B | $21.6B | $7.6B | 9,443 | 7,693 |
| Oct 2015 | $29.1B | $21.6B | $7.6B | 9,443 | 7,693 |
| Sep 2015 | $29.1B | $21.6B | $7.6B | 9,443 | 7,693 |
| May 2015 | $29.1B | $21.6B | $7.6B | 9,443 | 7,693 |
| Apr 2015 | $29.1B | $21.6B | $7.6B | 9,443 | 7,693 |
| Apr 2015 | $29.1B | $21.6B | $7.6B | 9,443 | 7,693 |
| Mar 2015 | $29.1B | $21.6B | $7.6B | 9,443 | 7,693 |
| Mar 2015 | $20.4B | $15.5B | $4.9B | 8,499 | 7,215 |
| Feb 2015 | $20.4B | $15.5B | $4.9B | 8,499 | 7,215 |
| Feb 2015 | $20.4B | $15.5B | $4.9B | 8,499 | 7,215 |
| Feb 2015 | $20.4B | $15.5B | $4.9B | 8,499 | 7,215 |
| Dec 2014 | $20.4B | $15.5B | $4.9B | 8,499 | 7,215 |
| Dec 2014 | $20.4B | $15.5B | $4.9B | 8,499 | 7,215 |
| Oct 2014 | $20.4B | $15.5B | $4.9B | 8,499 | 7,215 |
| Oct 2014 | $20.4B | $15.5B | $4.9B | 8,499 | 7,215 |
| Oct 2014 | $20.4B | $15.5B | $4.9B | 8,499 | 7,215 |
| Sep 2014 | $20.4B | $15.5B | $4.9B | 8,499 | 7,215 |
| Aug 2014 | $20.4B | $15.5B | $4.9B | 8,499 | 7,215 |
| Jul 2014 | $20.4B | $15.5B | $4.9B | 8,499 | 7,215 |
| Jul 2014 | $20.4B | $15.5B | $4.9B | 8,499 | 7,215 |
| Jul 2014 | $20.4B | $15.5B | $4.9B | 8,499 | 7,215 |
| Jul 2014 | $20.4B | $15.5B | $4.9B | 8,499 | 7,215 |
| Jul 2014 | $20.4B | $15.5B | $4.9B | 8,499 | 7,215 |
| Jun 2014 | $20.4B | $15.5B | $4.9B | 8,499 | 7,215 |
| Jun 2014 | $20.4B | $15.5B | $4.9B | 8,499 | 7,215 |
| Jun 2014 | $20.4B | $15.5B | $4.9B | 8,499 | 7,215 |
| Jun 2014 | $20.4B | $15.5B | $4.9B | 8,499 | 7,215 |
| May 2014 | $20.4B | $15.5B | $4.9B | 8,499 | 7,215 |
| May 2014 | $20.4B | $15.5B | $4.9B | 8,499 | 7,215 |
| Apr 2014 | $20.4B | $15.5B | $4.9B | 8,499 | 7,215 |
| Apr 2014 | $20.4B | $15.5B | $4.9B | 8,499 | 7,215 |
| Mar 2014 | $20.4B | $15.5B | $4.9B | 8,499 | 7,215 |
| Mar 2014 | $15.8B | $11.7B | $4.1B | 9,156 | 6,800 |
| Jan 2014 | $15.8B | $11.7B | $4.1B | 9,156 | 6,800 |
| Oct 2013 | $15.8B | $11.7B | $4.1B | 9,156 | 6,800 |
| Jul 2013 | $15.8B | $11.7B | $4.1B | 9,156 | 6,800 |
| Jun 2013 | $15.8B | $11.7B | $4.1B | 9,156 | 6,800 |
| May 2013 | $15.8B | $11.7B | $4.1B | 9,156 | 6,800 |
| Apr 2013 | $15.8B | $11.7B | $4.1B | 9,156 | 6,800 |
| Mar 2013 | $15.8B | $11.7B | $4.1B | 11,270 | 6,800 |
| Mar 2013 | $14.6B | $11.4B | $3.2B | 11,110 | 6,500 |
| Mar 2013 | $14.6B | $11.4B | $3.2B | 11,110 | 6,500 |
| Jan 2013 | $14.6B | $11.4B | $3.2B | 11,110 | 6,500 |
| Dec 2012 | $14.6B | $11.4B | $3.2B | 11,110 | 6,500 |
| Nov 2012 | $14.6B | $11.4B | $3.2B | 11,110 | 6,500 |
| Nov 2012 | $14.6B | $11.4B | $3.2B | 11,110 | 6,500 |
| Oct 2012 | $14.6B | $11.4B | $3.2B | -- | 6,500 |
| Sep 2012 | $14.6B | $11.4B | $3.2B | -- | 6,500 |
| Aug 2012 | $14.6B | $11.4B | $3.2B | -- | 6,500 |
| Aug 2012 | $14.6B | $11.4B | $3.2B | -- | 6,500 |
| Jul 2012 | $14.6B | $11.4B | $3.2B | -- | 6,500 |
| Jun 2012 | $14.6B | $11.4B | $3.2B | -- | 6,500 |
| May 2012 | $14.6B | $11.4B | $3.2B | -- | 6,500 |
| Apr 2012 | $14.6B | $11.4B | $3.2B | -- | 6,500 |
| Apr 2012 | $14.6B | $11.4B | $3.2B | -- | 6,500 |
| Apr 2012 | $14.6B | $11.4B | $3.2B | -- | 6,500 |
| Mar 2012 | $14.6B | $11.4B | $3.2B | -- | 6,500 |
| Aug 2011 | $11.8B | $9.8B | $1.9B | -- | -- |
| Aug 2011 | $11.8B | $9.8B | $1.9B | -- | -- |
| Jul 2011 | $11.8B | $9.8B | $1.9B | -- | -- |
| Jun 2011 | $11.8B | $9.8B | $1.9B | -- | -- |
| Jun 2011 | $11.8B | $9.8B | $1.9B | -- | -- |
| May 2011 | $11.8B | $9.8B | $1.9B | -- | -- |
| Apr 2011 | $11.8B | $9.8B | $1.9B | -- | -- |
| Apr 2011 | $11.8B | $9.8B | $1.9B | -- | -- |
| Mar 2011 | $11.8B | $9.8B | $1.9B | -- | -- |
| Mar 2011 | $11.8B | $9.8B | $1.9B | -- | -- |
| Mar 2011 | $12.5B | $11.6B | $894.7M | -- | -- |
| Jan 2011 | $12.5B | $11.6B | $894.7M | -- | -- |
| Dec 2010 | $12.5B | $11.6B | $894.7M | -- | -- |
| Nov 2010 | $12.5B | $11.6B | $894.7M | -- | -- |
| Oct 2010 | $12.5B | $11.6B | $894.7M | -- | -- |
| Jul 2010 | $12.5B | $11.6B | $894.7M | -- | -- |
| Jun 2010 | $12.5B | $11.6B | $894.7M | -- | -- |
| Mar 2010 | $12.5B | $11.6B | $894.7M | -- | -- |
| Mar 2010 | $12.4B | $11.7B | $756.3M | -- | -- |
| Jan 2010 | $12.4B | $11.7B | $756.3M | -- | -- |
| Oct 2009 | $12.4B | $11.7B | $756.3M | -- | -- |
| Mar 2009 | $12.4B | $11.7B | $756.3M | -- | -- |
| Feb 2009 | $11.1B | $9.8B | $1.3B | -- | -- |
| Mar 2008 | $12.3B | $11.6B | $662.1M | -- | -- |
| May 2007 | $12.3B | $11.6B | $662.1M | -- | -- |
| May 2007 | $12.3B | $11.6B | $662.1M | -- | -- |
| Apr 2007 | $12.3B | $11.6B | $662.1M | -- | -- |
| Mar 2007 | $12.3B | $11.6B | $662.1M | -- | -- |
| Jan 2007 | $7.2B | $4.9B | $2.3B | -- | -- |
| Mar 2006 | $3.1B | $2.7B | $361.6M | -- | -- |
| Jan 2006 | $3.1B | $2.7B | $361.6M | -- | -- |
| Oct 2005 | $3.1B | $2.7B | $361.6M | -- | -- |
| Jun 2005 | $3.1B | $2.7B | $361.6M | -- | -- |
| May 2005 | $3.1B | $2.7B | $361.6M | -- | -- |
| Feb 2005 | $8.3B | $6.3B | $1.9B | -- | -- |
| Dec 2004 | $8.3B | $6.3B | $1.9B | -- | -- |
| Aug 2004 | $8.3B | $6.3B | $1.9B | -- | -- |
| Jul 2004 | $8.3B | $6.3B | $1.9B | -- | -- |
| Jul 2004 | $8.3B | $6.3B | $1.9B | -- | -- |
| May 2004 | $8.3B | $6.3B | $1.9B | -- | -- |
| Mar 2004 | $8.3B | $6.3B | $1.9B | -- | -- |
| Dec 2003 | $6.9B | $5.5B | $1.4B | -- | -- |
| Oct 2003 | $6.9B | $5.5B | $1.4B | -- | -- |
| Apr 2002 | $16.8M | $16.8M | $0 | -- | -- |
| Oct 2001 | $200M | $0 | $200M | -- | -- |
DateJan 2025
Total AUM$805.3M
Discretionary$805.3M
Non-Disc.$0
Employees39
Clients0
DateOct 2024
Total AUM$805.3M
Discretionary$805.3M
Non-Disc.$0
Employees39
Clients0
DateSep 2024
Total AUM$805.3M
Discretionary$805.3M
Non-Disc.$0
Employees39
Clients0
DateAug 2024
Total AUM$805.3M
Discretionary$805.3M
Non-Disc.$0
Employees39
Clients0
DateJun 2024
Total AUM$805.3M
Discretionary$805.3M
Non-Disc.$0
Employees39
Clients0
DateJun 2024
Total AUM$805.3M
Discretionary$805.3M
Non-Disc.$0
Employees39
Clients0
DateMar 2024
Total AUM$805.3M
Discretionary$805.3M
Non-Disc.$0
Employees39
Clients0
DateJan 2024
Total AUM$784.8M
Discretionary$784.8M
Non-Disc.$0
Employees3,796
Clients1
DateJan 2024
Total AUM$784.8M
Discretionary$784.8M
Non-Disc.$0
Employees3,796
Clients1
DateDec 2023
Total AUM$784.8M
Discretionary$784.8M
Non-Disc.$0
Employees3,796
Clients1
DateDec 2023
Total AUM$784.8M
Discretionary$784.8M
Non-Disc.$0
Employees3,796
Clients1
DateOct 2023
Total AUM$784.8M
Discretionary$784.8M
Non-Disc.$0
Employees3,796
Clients1
DateOct 2023
Total AUM$784.8M
Discretionary$784.8M
Non-Disc.$0
Employees3,796
Clients1
DateSep 2023
Total AUM$784.8M
Discretionary$784.8M
Non-Disc.$0
Employees3,796
Clients1
DateJul 2023
Total AUM$784.8M
Discretionary$784.8M
Non-Disc.$0
Employees3,796
Clients1
DateJul 2023
Total AUM$784.8M
Discretionary$784.8M
Non-Disc.$0
Employees3,796
Clients1
DateJun 2023
Total AUM$784.8M
Discretionary$784.8M
Non-Disc.$0
Employees3,796
Clients1
DateMay 2023
Total AUM$784.8M
Discretionary$784.8M
Non-Disc.$0
Employees3,796
Clients1
DateMar 2023
Total AUM$784.8M
Discretionary$784.8M
Non-Disc.$0
Employees3,796
Clients1
DateMar 2023
Total AUM$771.4M
Discretionary$771.4M
Non-Disc.$0
Employees4,452
Clients1
DateDec 2022
Total AUM$771.4M
Discretionary$771.4M
Non-Disc.$0
Employees4,452
Clients1
DateOct 2022
Total AUM$771.4M
Discretionary$771.4M
Non-Disc.$0
Employees4,452
Clients1
DateAug 2022
Total AUM$771.4M
Discretionary$771.4M
Non-Disc.$0
Employees4,452
Clients1
DateMar 2022
Total AUM$771.4M
Discretionary$771.4M
Non-Disc.$0
Employees4,452
Clients1
DateNov 2021
Total AUM$494.7M
Discretionary$494.7M
Non-Disc.$0
Employees4,603
Clients1
DateNov 2021
Total AUM$494.7M
Discretionary$494.7M
Non-Disc.$0
Employees4,603
Clients1
DateMay 2021
Total AUM$494.7M
Discretionary$494.7M
Non-Disc.$0
Employees4,603
Clients1
DateApr 2021
Total AUM$494.7M
Discretionary$494.7M
Non-Disc.$0
Employees4,603
Clients1
DateMar 2021
Total AUM$494.7M
Discretionary$494.7M
Non-Disc.$0
Employees4,603
Clients1
DateOct 2020
Total AUM$404M
Discretionary$404M
Non-Disc.$0
Employees4,744
Clients1
DateSep 2020
Total AUM$404M
Discretionary$404M
Non-Disc.$0
Employees4,744
Clients1
DateJun 2020
Total AUM$404M
Discretionary$404M
Non-Disc.$0
Employees4,744
Clients1
DateMar 2020
Total AUM$404M
Discretionary$404M
Non-Disc.$0
Employees4,744
Clients1
DateJan 2020
Total AUM$298.8M
Discretionary$298.8M
Non-Disc.$0
Employees4,720
Clients1
DateJan 2020
Total AUM$298.8M
Discretionary$298.8M
Non-Disc.$0
Employees4,720
Clients1
DateApr 2019
Total AUM$298.8M
Discretionary$298.8M
Non-Disc.$0
Employees4,720
Clients1
DateMar 2019
Total AUM$298.8M
Discretionary$298.8M
Non-Disc.$0
Employees4,720
Clients1
DateFeb 2019
Total AUM$241.9M
Discretionary$241.9M
Non-Disc.$0
Employees5,199
Clients1
DateJan 2019
Total AUM$241.9M
Discretionary$241.9M
Non-Disc.$0
Employees5,199
Clients1
DateJan 2019
Total AUM$241.9M
Discretionary$241.9M
Non-Disc.$0
Employees5,199
Clients1
DateDec 2018
Total AUM$241.9M
Discretionary$241.9M
Non-Disc.$0
Employees5,199
Clients1
DateOct 2018
Total AUM$241.9M
Discretionary$241.9M
Non-Disc.$0
Employees5,199
Clients1
DateOct 2018
Total AUM$241.9M
Discretionary$241.9M
Non-Disc.$0
Employees5,199
Clients1
DateSep 2018
Total AUM$241.9M
Discretionary$241.9M
Non-Disc.$0
Employees5,199
Clients1
DateSep 2018
Total AUM$241.9M
Discretionary$241.9M
Non-Disc.$0
Employees5,199
Clients1
DateSep 2018
Total AUM$241.9M
Discretionary$241.9M
Non-Disc.$0
Employees5,199
Clients1
DateAug 2018
Total AUM$241.9M
Discretionary$241.9M
Non-Disc.$0
Employees5,199
Clients1
DateJul 2018
Total AUM$241.9M
Discretionary$241.9M
Non-Disc.$0
Employees5,199
Clients1
DateMay 2018
Total AUM$241.9M
Discretionary$241.9M
Non-Disc.$0
Employees5,199
Clients1
DateApr 2018
Total AUM$241.9M
Discretionary$241.9M
Non-Disc.$0
Employees5,199
Clients1
DateMar 2018
Total AUM$241.9M
Discretionary$241.9M
Non-Disc.$0
Employees5,199
Clients1
DateMar 2018
Total AUM$168.3M
Discretionary$168.3M
Non-Disc.$0
Employees5,381
Clients0
DateMar 2018
Total AUM$168.3M
Discretionary$168.3M
Non-Disc.$0
Employees5,381
Clients0
DateJan 2018
Total AUM$168.3M
Discretionary$168.3M
Non-Disc.$0
Employees5,381
Clients0
DateJan 2018
Total AUM$168.3M
Discretionary$168.3M
Non-Disc.$0
Employees5,381
Clients0
DateDec 2017
Total AUM$168.3M
Discretionary$168.3M
Non-Disc.$0
Employees5,381
Clients0
DateAug 2017
Total AUM$168.3M
Discretionary$168.3M
Non-Disc.$0
Employees5,381
Clients11
DateJul 2017
Total AUM$168.3M
Discretionary$168.3M
Non-Disc.$0
Employees5,381
Clients11
DateJun 2017
Total AUM$168.3M
Discretionary$168.3M
Non-Disc.$0
Employees5,381
Clients11
DateMay 2017
Total AUM$168.3M
Discretionary$168.3M
Non-Disc.$0
Employees5,381
Clients11
DateApr 2017
Total AUM$168.3M
Discretionary$168.3M
Non-Disc.$0
Employees5,381
Clients11
DateApr 2017
Total AUM$168.3M
Discretionary$168.3M
Non-Disc.$0
Employees5,381
Clients11
DateApr 2017
Total AUM$168.3M
Discretionary$168.3M
Non-Disc.$0
Employees5,381
Clients11
DateMar 2017
Total AUM$168.3M
Discretionary$168.3M
Non-Disc.$0
Employees5,381
Clients11
DateJan 2017
Total AUM$135.3M
Discretionary$13.8M
Non-Disc.$121.5M
Employees8,332
Clients26
DateJan 2017
Total AUM$135.3M
Discretionary$13.8M
Non-Disc.$121.5M
Employees8,332
Clients26
DateDec 2016
Total AUM$135.3M
Discretionary$13.8M
Non-Disc.$121.5M
Employees8,332
Clients26
DateOct 2016
Total AUM$135.3M
Discretionary$13.8M
Non-Disc.$121.5M
Employees8,332
Clients26
DateOct 2016
Total AUM$135.3M
Discretionary$13.8M
Non-Disc.$121.5M
Employees8,332
Clients26
DateJul 2016
Total AUM$135.3M
Discretionary$13.8M
Non-Disc.$121.5M
Employees8,332
Clients26
DateMay 2016
Total AUM$135.3M
Discretionary$13.8M
Non-Disc.$121.5M
Employees8,332
Clients26
DateApr 2016
Total AUM$135.3M
Discretionary$13.8M
Non-Disc.$121.5M
Employees8,332
Clients26
DateApr 2016
Total AUM$135.3M
Discretionary$13.8M
Non-Disc.$121.5M
Employees8,332
Clients26
DateMar 2016
Total AUM$135.3M
Discretionary$13.8M
Non-Disc.$121.5M
Employees12,432
Clients26
DateMar 2016
Total AUM$29.1B
Discretionary$21.6B
Non-Disc.$7.6B
Employees9,443
Clients7,693
DateMar 2016
Total AUM$29.1B
Discretionary$21.6B
Non-Disc.$7.6B
Employees9,443
Clients7,693
DateFeb 2016
Total AUM$29.1B
Discretionary$21.6B
Non-Disc.$7.6B
Employees9,443
Clients7,693
DateFeb 2016
Total AUM$29.1B
Discretionary$21.6B
Non-Disc.$7.6B
Employees9,443
Clients7,693
DateFeb 2016
Total AUM$29.1B
Discretionary$21.6B
Non-Disc.$7.6B
Employees9,443
Clients7,693
DateJan 2016
Total AUM$29.1B
Discretionary$21.6B
Non-Disc.$7.6B
Employees9,443
Clients7,693
DateOct 2015
Total AUM$29.1B
Discretionary$21.6B
Non-Disc.$7.6B
Employees9,443
Clients7,693
DateOct 2015
Total AUM$29.1B
Discretionary$21.6B
Non-Disc.$7.6B
Employees9,443
Clients7,693
DateSep 2015
Total AUM$29.1B
Discretionary$21.6B
Non-Disc.$7.6B
Employees9,443
Clients7,693
DateMay 2015
Total AUM$29.1B
Discretionary$21.6B
Non-Disc.$7.6B
Employees9,443
Clients7,693
DateApr 2015
Total AUM$29.1B
Discretionary$21.6B
Non-Disc.$7.6B
Employees9,443
Clients7,693
DateApr 2015
Total AUM$29.1B
Discretionary$21.6B
Non-Disc.$7.6B
Employees9,443
Clients7,693
DateMar 2015
Total AUM$29.1B
Discretionary$21.6B
Non-Disc.$7.6B
Employees9,443
Clients7,693
DateMar 2015
Total AUM$20.4B
Discretionary$15.5B
Non-Disc.$4.9B
Employees8,499
Clients7,215
DateFeb 2015
Total AUM$20.4B
Discretionary$15.5B
Non-Disc.$4.9B
Employees8,499
Clients7,215
DateFeb 2015
Total AUM$20.4B
Discretionary$15.5B
Non-Disc.$4.9B
Employees8,499
Clients7,215
DateFeb 2015
Total AUM$20.4B
Discretionary$15.5B
Non-Disc.$4.9B
Employees8,499
Clients7,215
DateDec 2014
Total AUM$20.4B
Discretionary$15.5B
Non-Disc.$4.9B
Employees8,499
Clients7,215
DateDec 2014
Total AUM$20.4B
Discretionary$15.5B
Non-Disc.$4.9B
Employees8,499
Clients7,215
DateOct 2014
Total AUM$20.4B
Discretionary$15.5B
Non-Disc.$4.9B
Employees8,499
Clients7,215
DateOct 2014
Total AUM$20.4B
Discretionary$15.5B
Non-Disc.$4.9B
Employees8,499
Clients7,215
DateOct 2014
Total AUM$20.4B
Discretionary$15.5B
Non-Disc.$4.9B
Employees8,499
Clients7,215
DateSep 2014
Total AUM$20.4B
Discretionary$15.5B
Non-Disc.$4.9B
Employees8,499
Clients7,215
DateAug 2014
Total AUM$20.4B
Discretionary$15.5B
Non-Disc.$4.9B
Employees8,499
Clients7,215
DateJul 2014
Total AUM$20.4B
Discretionary$15.5B
Non-Disc.$4.9B
Employees8,499
Clients7,215
DateJul 2014
Total AUM$20.4B
Discretionary$15.5B
Non-Disc.$4.9B
Employees8,499
Clients7,215
DateJul 2014
Total AUM$20.4B
Discretionary$15.5B
Non-Disc.$4.9B
Employees8,499
Clients7,215
DateJul 2014
Total AUM$20.4B
Discretionary$15.5B
Non-Disc.$4.9B
Employees8,499
Clients7,215
DateJul 2014
Total AUM$20.4B
Discretionary$15.5B
Non-Disc.$4.9B
Employees8,499
Clients7,215
DateJun 2014
Total AUM$20.4B
Discretionary$15.5B
Non-Disc.$4.9B
Employees8,499
Clients7,215
DateJun 2014
Total AUM$20.4B
Discretionary$15.5B
Non-Disc.$4.9B
Employees8,499
Clients7,215
DateJun 2014
Total AUM$20.4B
Discretionary$15.5B
Non-Disc.$4.9B
Employees8,499
Clients7,215
DateJun 2014
Total AUM$20.4B
Discretionary$15.5B
Non-Disc.$4.9B
Employees8,499
Clients7,215
DateMay 2014
Total AUM$20.4B
Discretionary$15.5B
Non-Disc.$4.9B
Employees8,499
Clients7,215
DateMay 2014
Total AUM$20.4B
Discretionary$15.5B
Non-Disc.$4.9B
Employees8,499
Clients7,215
DateApr 2014
Total AUM$20.4B
Discretionary$15.5B
Non-Disc.$4.9B
Employees8,499
Clients7,215
DateApr 2014
Total AUM$20.4B
Discretionary$15.5B
Non-Disc.$4.9B
Employees8,499
Clients7,215
DateMar 2014
Total AUM$20.4B
Discretionary$15.5B
Non-Disc.$4.9B
Employees8,499
Clients7,215
DateMar 2014
Total AUM$15.8B
Discretionary$11.7B
Non-Disc.$4.1B
Employees9,156
Clients6,800
DateJan 2014
Total AUM$15.8B
Discretionary$11.7B
Non-Disc.$4.1B
Employees9,156
Clients6,800
DateOct 2013
Total AUM$15.8B
Discretionary$11.7B
Non-Disc.$4.1B
Employees9,156
Clients6,800
DateJul 2013
Total AUM$15.8B
Discretionary$11.7B
Non-Disc.$4.1B
Employees9,156
Clients6,800
DateJun 2013
Total AUM$15.8B
Discretionary$11.7B
Non-Disc.$4.1B
Employees9,156
Clients6,800
DateMay 2013
Total AUM$15.8B
Discretionary$11.7B
Non-Disc.$4.1B
Employees9,156
Clients6,800
DateApr 2013
Total AUM$15.8B
Discretionary$11.7B
Non-Disc.$4.1B
Employees9,156
Clients6,800
DateMar 2013
Total AUM$15.8B
Discretionary$11.7B
Non-Disc.$4.1B
Employees11,270
Clients6,800
DateMar 2013
Total AUM$14.6B
Discretionary$11.4B
Non-Disc.$3.2B
Employees11,110
Clients6,500
DateMar 2013
Total AUM$14.6B
Discretionary$11.4B
Non-Disc.$3.2B
Employees11,110
Clients6,500
DateJan 2013
Total AUM$14.6B
Discretionary$11.4B
Non-Disc.$3.2B
Employees11,110
Clients6,500
DateDec 2012
Total AUM$14.6B
Discretionary$11.4B
Non-Disc.$3.2B
Employees11,110
Clients6,500
DateNov 2012
Total AUM$14.6B
Discretionary$11.4B
Non-Disc.$3.2B
Employees11,110
Clients6,500
DateNov 2012
Total AUM$14.6B
Discretionary$11.4B
Non-Disc.$3.2B
Employees11,110
Clients6,500
DateOct 2012
Total AUM$14.6B
Discretionary$11.4B
Non-Disc.$3.2B
Employees--
Clients6,500
DateSep 2012
Total AUM$14.6B
Discretionary$11.4B
Non-Disc.$3.2B
Employees--
Clients6,500
DateAug 2012
Total AUM$14.6B
Discretionary$11.4B
Non-Disc.$3.2B
Employees--
Clients6,500
DateAug 2012
Total AUM$14.6B
Discretionary$11.4B
Non-Disc.$3.2B
Employees--
Clients6,500
DateJul 2012
Total AUM$14.6B
Discretionary$11.4B
Non-Disc.$3.2B
Employees--
Clients6,500
DateJun 2012
Total AUM$14.6B
Discretionary$11.4B
Non-Disc.$3.2B
Employees--
Clients6,500
DateMay 2012
Total AUM$14.6B
Discretionary$11.4B
Non-Disc.$3.2B
Employees--
Clients6,500
DateApr 2012
Total AUM$14.6B
Discretionary$11.4B
Non-Disc.$3.2B
Employees--
Clients6,500
DateApr 2012
Total AUM$14.6B
Discretionary$11.4B
Non-Disc.$3.2B
Employees--
Clients6,500
DateApr 2012
Total AUM$14.6B
Discretionary$11.4B
Non-Disc.$3.2B
Employees--
Clients6,500
DateMar 2012
Total AUM$14.6B
Discretionary$11.4B
Non-Disc.$3.2B
Employees--
Clients6,500
DateAug 2011
Total AUM$11.8B
Discretionary$9.8B
Non-Disc.$1.9B
Employees--
Clients--
DateAug 2011
Total AUM$11.8B
Discretionary$9.8B
Non-Disc.$1.9B
Employees--
Clients--
DateJul 2011
Total AUM$11.8B
Discretionary$9.8B
Non-Disc.$1.9B
Employees--
Clients--
DateJun 2011
Total AUM$11.8B
Discretionary$9.8B
Non-Disc.$1.9B
Employees--
Clients--
DateJun 2011
Total AUM$11.8B
Discretionary$9.8B
Non-Disc.$1.9B
Employees--
Clients--
DateMay 2011
Total AUM$11.8B
Discretionary$9.8B
Non-Disc.$1.9B
Employees--
Clients--
DateApr 2011
Total AUM$11.8B
Discretionary$9.8B
Non-Disc.$1.9B
Employees--
Clients--
DateApr 2011
Total AUM$11.8B
Discretionary$9.8B
Non-Disc.$1.9B
Employees--
Clients--
DateMar 2011
Total AUM$11.8B
Discretionary$9.8B
Non-Disc.$1.9B
Employees--
Clients--
DateMar 2011
Total AUM$11.8B
Discretionary$9.8B
Non-Disc.$1.9B
Employees--
Clients--
DateMar 2011
Total AUM$12.5B
Discretionary$11.6B
Non-Disc.$894.7M
Employees--
Clients--
DateJan 2011
Total AUM$12.5B
Discretionary$11.6B
Non-Disc.$894.7M
Employees--
Clients--
DateDec 2010
Total AUM$12.5B
Discretionary$11.6B
Non-Disc.$894.7M
Employees--
Clients--
DateNov 2010
Total AUM$12.5B
Discretionary$11.6B
Non-Disc.$894.7M
Employees--
Clients--
DateOct 2010
Total AUM$12.5B
Discretionary$11.6B
Non-Disc.$894.7M
Employees--
Clients--
DateJul 2010
Total AUM$12.5B
Discretionary$11.6B
Non-Disc.$894.7M
Employees--
Clients--
DateJun 2010
Total AUM$12.5B
Discretionary$11.6B
Non-Disc.$894.7M
Employees--
Clients--
DateMar 2010
Total AUM$12.5B
Discretionary$11.6B
Non-Disc.$894.7M
Employees--
Clients--
DateMar 2010
Total AUM$12.4B
Discretionary$11.7B
Non-Disc.$756.3M
Employees--
Clients--
DateJan 2010
Total AUM$12.4B
Discretionary$11.7B
Non-Disc.$756.3M
Employees--
Clients--
DateOct 2009
Total AUM$12.4B
Discretionary$11.7B
Non-Disc.$756.3M
Employees--
Clients--
DateMar 2009
Total AUM$12.4B
Discretionary$11.7B
Non-Disc.$756.3M
Employees--
Clients--
DateFeb 2009
Total AUM$11.1B
Discretionary$9.8B
Non-Disc.$1.3B
Employees--
Clients--
DateMar 2008
Total AUM$12.3B
Discretionary$11.6B
Non-Disc.$662.1M
Employees--
Clients--
DateMay 2007
Total AUM$12.3B
Discretionary$11.6B
Non-Disc.$662.1M
Employees--
Clients--
DateMay 2007
Total AUM$12.3B
Discretionary$11.6B
Non-Disc.$662.1M
Employees--
Clients--
DateApr 2007
Total AUM$12.3B
Discretionary$11.6B
Non-Disc.$662.1M
Employees--
Clients--
DateMar 2007
Total AUM$12.3B
Discretionary$11.6B
Non-Disc.$662.1M
Employees--
Clients--
DateJan 2007
Total AUM$7.2B
Discretionary$4.9B
Non-Disc.$2.3B
Employees--
Clients--
DateMar 2006
Total AUM$3.1B
Discretionary$2.7B
Non-Disc.$361.6M
Employees--
Clients--
DateJan 2006
Total AUM$3.1B
Discretionary$2.7B
Non-Disc.$361.6M
Employees--
Clients--
DateOct 2005
Total AUM$3.1B
Discretionary$2.7B
Non-Disc.$361.6M
Employees--
Clients--
DateJun 2005
Total AUM$3.1B
Discretionary$2.7B
Non-Disc.$361.6M
Employees--
Clients--
DateMay 2005
Total AUM$3.1B
Discretionary$2.7B
Non-Disc.$361.6M
Employees--
Clients--
DateFeb 2005
Total AUM$8.3B
Discretionary$6.3B
Non-Disc.$1.9B
Employees--
Clients--
DateDec 2004
Total AUM$8.3B
Discretionary$6.3B
Non-Disc.$1.9B
Employees--
Clients--
DateAug 2004
Total AUM$8.3B
Discretionary$6.3B
Non-Disc.$1.9B
Employees--
Clients--
DateJul 2004
Total AUM$8.3B
Discretionary$6.3B
Non-Disc.$1.9B
Employees--
Clients--
DateJul 2004
Total AUM$8.3B
Discretionary$6.3B
Non-Disc.$1.9B
Employees--
Clients--
DateMay 2004
Total AUM$8.3B
Discretionary$6.3B
Non-Disc.$1.9B
Employees--
Clients--
DateMar 2004
Total AUM$8.3B
Discretionary$6.3B
Non-Disc.$1.9B
Employees--
Clients--
DateDec 2003
Total AUM$6.9B
Discretionary$5.5B
Non-Disc.$1.4B
Employees--
Clients--
DateOct 2003
Total AUM$6.9B
Discretionary$5.5B
Non-Disc.$1.4B
Employees--
Clients--
DateApr 2002
Total AUM$16.8M
Discretionary$16.8M
Non-Disc.$0
Employees--
Clients--
DateOct 2001
Total AUM$200M
Discretionary$0
Non-Disc.$200M
Employees--
Clients--