Firm profile

BARINGS LLC

CHARLOTTE, NCCRD 106006Latest ADV March 30, 2026

Barings LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Charlotte, NC. Its latest Form ADV filing, dated March 30, 2026, reports $392.8B in regulatory assets under management, 1,101 employee, 10 offices, and 417 accounts.

Assets Under Management
$392.8B
Employees
1,101
Offices
10 offices
Total Clients
417
Primary office
CHARLOTTE, NC
300 S. TRYON STREET, SUITE 2500, CHARLOTTE, NC, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEOMichael D. Freno
CCOMelissa M. Lagrant
CFOPatrick L. Hoefling

Advisory services offered

6 types reported
Educational seminars/workshops
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 50.4% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
50.4%
210
2
Insurance Cos.
25.9%
108
3
Pension Plans
10.3%
43
4
Investment Cos.
8.6%
36
5
Corporations
2.2%
9

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$392.8Bas of March 30, 2026
Discretionary96.9%
$380.7B
97% of total RAUM96.9%
Non-discretionary3.1%
$12.1B
3% of total RAUM3.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$392.8B
Total Accounts417
10Y AUM Change+$172.4B (+78.2%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees1,101
Clients per Employee0:1
10Y Employee Change+165 (+17.6%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.