Gw&K Investment Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boston, MA. Its latest Form ADV filing, dated March 26, 2026, reports $52.8B in regulatory assets under management, 177 employees, and 48,710 accounts.
Assets Under Management
$52.8B
Employees
177
Offices
--
Total Clients
48,710
Primary office
BOSTON, MA
222 BERKELEY STREET, 15TH FLOOR, BOSTON, MA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 98.0% of total clients.
Top client categories% of clientsClients
1
HNWI
98.0%
47,749
2
Corporations
1.6%
776
3
Pension Plans
0.3%
123
Additional categories (<0.1%)
Banks17 clients
Investment Cos.17 clients
Pooled Investment Vehicles14 clients
Government13 clients
Sovereign Wealth<5 clients
Categories with <5 clients
Sovereign wealth funds and foreign official institutions<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$52.8Bas of March 26, 2026
Discretionary100.0%
$52.8B
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.
Latest AUM$52.8B
Total Accounts48,710
10Y AUM Change+$20.6B (+64.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees177
Clients per Employee275:1
10Y Employee Change+60 (+51.3%)
* 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.