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Bamco, Inc.

● SEC registered since 1987CRD 110789SEC# 801-29080New York, NY
Export (members)
Reg. AUM
$39.51B
Employees
221
Accounts
45
Location
New York, NY

Bamco, Inc. assets under management

Bamco, Inc. is an investment advisory firm registered with the SEC based in New York, NY. The firm has been registered since 1987. It reports $39.5 billion in regulatory assets under management and employs 221 people.

Bamco, Inc. owners & executives

14 reported
NameTitleOwnershipSince
Andrew Joshua Peck ControlSenior Managing Director & Co-CioUnder 5%2020
Anita Marie Nagler ControlDirectorUnder 5%2008
Baron Capital Group, Inc. ControlShareholderOver 75%1987
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Frequently asked questions

How much does Bamco, Inc. manage?

Bamco, Inc. reports $39.5 billion in regulatory assets under management on its Form ADV.

How many employees does Bamco, Inc. have?

Bamco, Inc. reports 221 employees.

Where is Bamco, Inc. located?

Bamco, Inc. is based in New York, NY and has been SEC-registered since 1987.

Does Bamco, Inc. disclose fund performance?

Bamco, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address767 5th Ave, 48th Floor, New York, NY 10153-0023
Phone212-583-2000
Office hoursMon-Fri 8:30-5:30
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Regulatory AUM

$39.51B▲ 1%
Jan '25 — $39.11BFeb '25 — $39.11BMar '25 — $39.11BApr '25 — $39.11BMay '25 — $38.17BJun '25 — $38.17BJul '25 — $38.17BAug '25 — $38.17BSep '25 — $38.17BOct '25 — $38.17BNov '25 — $38.17BDec '25 — $38.17BJan '26 — $38.17BFeb '26 — $38.17BMar '26 — $38.17BApr '26 — $38.17BMay '26 — $39.51BJun '26 — $39.51B
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 3%
Larger than 97% of 16,271 advisers
EmployeesTop 4%
More than 96% of 16,825 advisers

Assets under management

$39.51Bregulatory AUM
Discretionary $39.51B