Firm profile

Bamco, Inc..

NEW YORK, NYCRD 110789Latest ADV October 30, 2025

Bamco, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in New York, NY. Its latest Form ADV filing, dated October 30, 2025, reports $38.2B in regulatory assets under management, 208 employees, 1 office, and 39 accounts.

Assets Under Management
$38.2B
Employees
208
Offices
1 office
Total Clients
39
Primary office
NEW YORK, NY
767 5TH AVE, 48TH FLOOR, NEW YORK, NY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links
Phone(212) 583-2000
WebsiteNot found
LinkedInNot found

Leadership

5 roles identified
CEORonald S. Baron
CCOLouis B. Beasley
COOPatrick M. Patalino

Advisory services offered

2 types reported
Portfolio management for investment companies
Portfolio management for pooled investment vehicles

Fee models offered

1 types reported
Asset based fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentInvestment Cos. represent 59.0% of total clients.
Top client categories% of clientsClients
1
Investment Cos.
59.0%
23
2
Pooled Investment Vehicles
23.1%
9
3
AUA MODELS
17.9%
7

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$38.2Bas of October 30, 2025
Discretionary100.0%
$38.2B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

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

Total AUM$38.2B
Total Accounts39
10Y AUM Change+$19.4B (+96.6%)

Employee Growth by Quarter

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

Total Employees208
Clients per Employee0:1
10Y Employee Change+106 (+92.2%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

The historical chart includes a newer SEC ADV filing than the current profile metrics. Current profile metrics will update once matching profile fields are refreshed.

* 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.