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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

SATURNA CAPITAL CORPORATION

CRD 25586

BELLINGHAM, WA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:36769e10-ccc8-d246-a3c7-49926e4f6143

Data as of Feb 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:31 PM UTC and rebuilt at most every 15 minutes.

Relationships: 55
Dated events: 14
On other graphs: 0
Observed: Mar 30, 2012 to Feb 27, 2026
40 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.02 fund_share=0.97 institutional_share=0.0 related_bd=true related_bank=false bd_reps=72.0
Regulatory AUM: $8.6BItem 5.F on the latest filing (2026-02-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $8.6B
Private client RAUM: $199MderivedItem 5.D individuals plus high net worth individuals
Private client share: 2%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 33
RAUM per advisor: $261Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 83
Advisory employees: 13
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 128
Individual clients: 20
High net worth clients: 50
SEC number: 801-35428
CIK: 1316617
CRD: 25586
Filings on the tape: 40
First filed: Mar 30, 2012
Latest filed: Feb 27, 2026
Organised: Corporation, WA
Website: saturna.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first; showing 25 of 33

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MONEM ABDUL SALAM	n/a	BELLINGHAM, WA	16	26	1	yes
OWAIZ M DADABHOY	n/a	Yorba Linda, CA \| BELLINGHAM, WA	14	22	1	yes
SCOTT FREDERICK KLIMO	Chartered Financial Analyst	BELLINGHAM, WA	13	32	n/a	yes
Pierce Strider McCrerey	n/a	BELLINGHAM, WA	4	10	n/a	yes
John Alfred Corrieri	n/a	BELLINGHAM, WA \| Bellingham, WA	4	37	1	yes
Hud K Williams	n/a	Garland, TX \| BELLINGHAM, WA	4	15	n/a	yes
Kelli Marie Mann	n/a	BELLINGHAM, WA	4	11	n/a	yes
Megan Kathleen Vitalis-Troupe	n/a	BELLINGHAM, WA	4	10	n/a	yes
Patrick Lucas Topor-Madry	n/a	BELLINGHAM, WA	4	11	n/a	yes
Robert James Haupt	n/a	BELLINGHAM, WA	4	16	n/a	yes
Elizabeth Wroblewski Alm	Chartered Financial Analyst	BELLINGHAM, WA	4	19	n/a	yes
Scott Donald St Clair	n/a	BELLINGHAM, WA	4	10	n/a	yes
Ryan Patrick Gannon	n/a	Weymouth, MA \| BELLINGHAM, WA	4	20	n/a	yes
PATRICK TIERNEY DRUM	Certified Financial Planner\|Chartered Financial Analyst	BELLINGHAM, WA	3	30	1	yes
Levi Stewart Zurbrugg	Chartered Financial Analyst	BELLINGHAM, WA	3	12	n/a	yes
Megan Cherry Lewis	n/a	BELLINGHAM, WA \| Bellingham, WA	3	11	n/a	yes
Robert F Kaiser	n/a	BELLINGHAM, WA	3	25	n/a	yes
Gus Olaf Grefthen	n/a	BELLINGHAM, WA	3	15	1	yes
Haitham Al-Sayed	n/a	BELLINGHAM, WA \| Irvine, CA	2	27	5	yes
Nickolas Tadashi Vitalis-Troupe	n/a	BELLINGHAM, WA \| Bellingham, WA	2	10	n/a	yes
Samar Tariq	n/a	Carteret, NJ \| BELLINGHAM, WA	2	11	1	yes
LUKE ADAMS MOORE	n/a	BELLINGHAM, WA	2	12	n/a	yes
Ahmad Elmahi	n/a	BELLINGHAM, WA \| Mesa, AZ	2	11	n/a	yes
William Bartow Jones	Chartered Financial Analyst	BELLINGHAM, WA	1	10	n/a	yes
John Russell	n/a	BELLINGHAM, WA \| Amenia, NY	1	10	n/a	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CARTEN, JANE, KAISER	EXECUTIVE CHAIR, PRESIDENT	D	yes	02/2001	Mar 30, 2012	Dec 13, 2024
Cohen, Elliot, Scott	CHIEF LEGAL OFFICER, SECRETARY	Na	yes	07/2022	Sep 27, 2022	Dec 13, 2024
FANKHAUSER, CHRISTOPHER, REED	EXECUTIVE DIRECTOR, CHIEF OPERATIONS OFFICER	Na	yes	01/2006	Mar 30, 2012	Dec 13, 2024
HANNA, KALEN, MARTIN	EXECUTIVE DIRECTOR, CHIEF FINANCIAL OFFICER, TREASURER	Na	yes	09/2018	Sep 28, 2018	Dec 13, 2024
KAISER, NICHOLAS, FERGUSON	FOUNDER AND GLOBAL STRATEGIST	C	yes	08/1989	Mar 30, 2012	Dec 13, 2024
Kaiser, Robert, F	EXECUTIVE DIRECTOR, VP OF INSTITUTIONAL SALES	Na	yes	05/2024	Sep 28, 2020	Dec 13, 2024
SALAM, MONEM, ABDUL	EXECUTIVE DIRECTOR, EXECUTIVE VICE PRESIDENT	Na	yes	06/2005	Mar 30, 2012	Dec 13, 2024
LEWIS, MICHAEL, ERIC	CHIEF COMPLIANCE OFFICER	Na	no	09/2012	Oct 2, 2012	Dec 13, 2024
MCILVAINE, PHELPS, SHAW	Director	Na	no	08/1994	Mar 30, 2012	Dec 13, 2024
Morse, Michael, K.	INDEPENDENT DIRECTOR	Na	no	02/2024	May 31, 2024	Dec 13, 2024
MURPHY, DENNIS	INDEPENDENT DIRECTOR	Na	no	04/2013	May 22, 2013	Dec 13, 2024
STEWART, JACOB, ANDREW	ANTI-MONEY LAUNDERING OFFICER	Na	no	08/2014	Mar 30, 2012	Dec 13, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
SATURNA BROKERAGE SERVICES, INC	n/a	n/a	n/a	Y	no	n/a
SATURNA SDN. BHD.	n/a	n/a	n/a	Y	no	n/a
SATURNA TRUST COMPANY	n/a	n/a	n/a	Y	no	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Bellingham	Wa	United States	2	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 14 of 15

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 27, 2026	$8.6B	$8.6B	83	13	0	n/a	n/a
2024	Feb 19, 2025	$8.4B	$8.4B	80	15	1	n/a	n/a
2023	Sep 28, 2023	$6.6B	$6.6B	75	13	1	n/a	n/a
2022	Sep 27, 2022	$5.2B	$5.2B	73	12	1	n/a	n/a
2021	Sep 27, 2021	$5.5B	$5.5B	69	10	0	n/a	n/a
2020	Sep 28, 2020	$4.1B	$4.1B	67	11	0	n/a	n/a
2019	Sep 26, 2019	$4.0B	$4.0B	65	11	0	n/a	n/a
2018	Sep 28, 2018	$3.4B	$3.4B	59	10	0	n/a	n/a
2017	Sep 28, 2017	$3.2B	$3.2B	59	10	n/a	n/a	n/a
2016	Sep 28, 2016	$3.4B	$3.4B	64	10	n/a	n/a	n/a
2015	Sep 28, 2015	$3.8B	$3.8B	63	9	n/a	n/a	n/a
2014	Sep 26, 2014	$4.0B	$4.0B	63	9	n/a	n/a	n/a
2013	Sep 27, 2013	$3.8B	$3.8B	59	9	n/a	n/a	n/a
2012	Oct 2, 2012	$3.9B	$3.9B	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
2	2	0	6.1%	0	0	0	6	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$8.6B	$8.4B	2.7%	$5.2B	18.7%	83	80	0	1

Relationships

Registered with (42)

← Brandon BalaziAdvisorregistration: current employment
Apr 10, 2026 to presentfactForm ADV
← Jack Edward HannahAdvisorregistration: current employment
Jan 6, 2026 to presentfactForm ADV
← BRYCE ROBERT FEGLEYAdvisorregistration: current employment
Nov 21, 2025 to presentfactForm ADV
← Justin DanielsAdvisorregistration: current employment
Nov 20, 2025 to presentfactForm ADV
← Alex IonescuAdvisorregistration: current employment
Nov 14, 2025 to presentfactForm ADV
← Shamil DevjiAdvisorregistration: current employment
Oct 30, 2025 to presentfactForm ADV
← Marybeth E SwisherAdvisorregistration: current employment
Jun 2, 2025 to presentfactForm ADV
← Benjamin MarlerAdvisorregistration: current employment
Apr 2, 2025 to presentfactForm ADV
← John RussellAdvisorregistration: current employment
Jan 30, 2025 to presentfactForm ADV
← William Bartow JonesAdvisorregistration: current employment
Oct 23, 2024 to presentfactForm ADV
← LUKE ADAMS MOOREAdvisorregistration: current employment
Mar 27, 2024 to presentfactForm ADV
← Ahmad ElmahiAdvisorregistration: current employment
Mar 27, 2024 to presentfactForm ADV
← Samar TariqAdvisorregistration: current employment
Nov 3, 2023 to presentfactForm ADV
← Nickolas Tadashi Vitalis-TroupeAdvisorregistration: current employment
Oct 25, 2023 to presentfactForm ADV
← Haitham Al-SayedAdvisorregistration: previous registration
Aug 11, 2016 to Mar 18, 2022factForm ADV
← Robert F KaiserAdvisorregistration: current employment
Dec 19, 2022 to presentfactForm ADV
← Gus Olaf GrefthenAdvisorregistration: current employment
Dec 19, 2022 to presentfactForm ADV
← Megan Cherry LewisAdvisorregistration: current employment
Nov 25, 2022 to presentfactForm ADV
← Levi Stewart ZurbruggAdvisorregistration: current employment
Oct 10, 2022 to presentfactForm ADV
← PATRICK TIERNEY DRUMAdvisorregistration: current employment
Sep 30, 2022 to presentfactForm ADV
← Elizabeth Wroblewski AlmAdvisorregistration: current employment
Jul 26, 2022 to presentfactForm ADV
← Scott Donald St ClairAdvisorregistration: current employment
Jul 26, 2022 to presentfactForm ADV
← Ryan Patrick GannonAdvisorregistration: current employment
Jul 26, 2022 to presentfactForm ADV
← Megan Kathleen Vitalis-TroupeAdvisorregistration: current employment
Apr 4, 2022 to presentfactForm ADV
← Patrick Lucas Topor-MadryAdvisorregistration: current employment
Apr 4, 2022 to presentfactForm ADV
← Robert James HauptAdvisorregistration: current employment
Apr 4, 2022 to presentfactForm ADV
← Kelli Marie MannAdvisorregistration: current employment
Mar 29, 2022 to presentfactForm ADV
← Hud K WilliamsAdvisorregistration: current employment
Jan 3, 2022 to presentfactForm ADV
← John Alfred CorrieriAdvisorregistration: current employment
Dec 20, 2021 to presentfactForm ADV
← Pierce Strider McCrereyAdvisorregistration: current employment
Dec 17, 2021 to presentfactForm ADV
and 12 more

Controls (7)

← SALAM, MONEM, ABDULOwnerEXECUTIVE DIRECTOR, EXECUTIVE VICE PRESIDENT, ownership code NA, individual
Mar 30, 2012 to Dec 13, 2024factForm ADV
← FANKHAUSER, CHRISTOPHER, REEDOwnerEXECUTIVE DIRECTOR, CHIEF OPERATIONS OFFICER, ownership code NA, individual
Mar 30, 2012 to Dec 13, 2024factForm ADV
← CARTEN, JANE, KAISEROwnerEXECUTIVE CHAIR, PRESIDENT, ownership code D, individual
Mar 30, 2012 to Dec 13, 2024factForm ADV
← Kaiser, Robert, FOwnerEXECUTIVE DIRECTOR, VP OF INSTITUTIONAL SALES, ownership code NA, individual
Sep 28, 2020 to Dec 13, 2024factForm ADV
← HANNA, KALEN, MARTINOwnerEXECUTIVE DIRECTOR, CHIEF FINANCIAL OFFICER, TREASURER, ownership code NA, individual
Sep 28, 2018 to Dec 13, 2024factForm ADV
← Cohen, Elliot, ScottOwnerCHIEF LEGAL OFFICER, SECRETARY, ownership code NA, individual
Sep 27, 2022 to Dec 13, 2024factForm ADV
← KAISER, NICHOLAS, FERGUSONOwnerFOUNDER AND GLOBAL STRATEGIST, ownership code C, individual
Mar 30, 2012 to Dec 13, 2024factForm ADV

Owns (5)

← MCILVAINE, PHELPS, SHAWOwnerDIRECTOR, ownership code NA, individual
Mar 30, 2012 to Dec 13, 2024factForm ADV
← STEWART, JACOB, ANDREWOwnerANTI-MONEY LAUNDERING OFFICER, ownership code NA, individual
Mar 30, 2012 to Dec 13, 2024factForm ADV
← LEWIS, MICHAEL, ERICOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Oct 2, 2012 to Dec 13, 2024factForm ADV
← MURPHY, DENNISOwnerINDEPENDENT DIRECTOR, ownership code NA, individual
May 22, 2013 to Dec 13, 2024factForm ADV
← Morse, Michael, K.OwnerINDEPENDENT DIRECTOR, ownership code NA, individual
May 31, 2024 to Dec 13, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Apr 15, 2026
Advisor changed firm
Daniel Yung Kim left Saturna Capital Corporation for Penserra Global Investors Llc (registered 2026-04-08)
Form ADVobserved 5 days ago
Occurred
Oct 16, 2025
Advisor changed firm
David Jay Granger left Saturna Capital Corporation for Kestra Advisory Services, Llc (registered 2025-10-14)
Form ADVobserved 5 days ago
Occurred
Sep 27, 2024
Regulatory AUM changed
Saturna Capital Corporation reported RAUM $8.4B, up 26% from $6.6B (2024-05-31 to 2024-09-27)
Form ADVobserved 5 days ago
$1.8B
Occurred
May 31, 2024
Control person joined
F Robert Kaiser (Executive Director, Vp Of Institutional Sales) appeared on Schedule A of Saturna Capital Corporation
Form ADVobserved 5 days ago
Occurred
Sep 28, 2023
Regulatory AUM changed
Saturna Capital Corporation reported RAUM $6.6B, up 29% from $5.2B (2022-11-21 to 2023-09-28)
Form ADVobserved 5 days ago
$1.5B
Occurred
Jun 9, 2023
Advisor changed firm
Bianca Nicole Tengson Huang left Saturna Capital Corporation for Rbc Capital Markets, Llc (registered 2023-08-16)
Form ADVobserved 5 days ago
Occurred
Apr 26, 2023
Advisor changed firm
Christopher William Lang left Saturna Capital Corporation for Tradewinds Capital Management, Llc (registered 2023-08-01)
Form ADVobserved 5 days ago
Occurred
Feb 16, 2023
Advisor changed firm
Sameer Syed Sarmast left Saturna Capital Corporation for Farther (registered 2023-03-13)
Form ADVobserved 5 days ago
Occurred
Sep 27, 2022
Control person left
Paul Craig Churman (Executive Director, Vice President Product Development) no longer on Schedule A of Saturna Capital Corporation (listed 2021-12-21, absent 2022-09-27)
Form ADVobserved 5 days ago
Occurred
Sep 27, 2022
Control person joined
Scott Elliot Cohen (Chief Legal Officer, Secretary) appeared on Schedule A of Saturna Capital Corporation
Form ADVobserved 5 days ago
Occurred
Mar 18, 2022
Advisor changed firm
Haitham Al-Sayed left Saturna Capital Corporation for Wahed (registered 2022-06-10)
Form ADVobserved 5 days ago
Occurred
Dec 21, 2021
Control person left
Nicole Trudeau (Chief Legal Officer, Secretary) no longer on Schedule A of Saturna Capital Corporation (listed 2021-09-27, absent 2021-12-21)
Form ADVobserved 5 days ago
Occurred
Sep 27, 2021
Regulatory AUM changed
Saturna Capital Corporation reported RAUM $5.5B, up 35% from $4.1B (2021-03-25 to 2021-09-27)
Form ADVobserved 5 days ago
$1.4B

Show 1 bookkeeping events

Occurred
Sep 27, 2024
Saturna Capital Corporation reported 28 state-registered advisory representatives, up from 11 (2024-05-31 to 2024-09-27)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:36769e10-ccc8-d246-a3c7-49926e4f6143
First observed: Mar 30, 2012
Last observed: Feb 27, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

SATURNA CAPITAL CORPORATION

CRD 25586

BELLINGHAM, WA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:36769e10-ccc8-d246-a3c7-49926e4f6143

Data as of Feb 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:31 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MONEM ABDUL SALAM

n/a

BELLINGHAM, WA

yes

OWAIZ M DADABHOY

n/a

Yorba Linda, CA | BELLINGHAM, WA

yes

SCOTT FREDERICK KLIMO

Chartered Financial Analyst

BELLINGHAM, WA

n/a

yes

Pierce Strider McCrerey

n/a

BELLINGHAM, WA

n/a

yes

John Alfred Corrieri

n/a

BELLINGHAM, WA | Bellingham, WA

yes

Hud K Williams

n/a

Garland, TX | BELLINGHAM, WA

n/a

yes

Kelli Marie Mann

n/a

BELLINGHAM, WA

n/a

yes

Megan Kathleen Vitalis-Troupe

n/a

BELLINGHAM, WA

n/a

yes

Patrick Lucas Topor-Madry

n/a

BELLINGHAM, WA

n/a

yes

Robert James Haupt

n/a

BELLINGHAM, WA

n/a

yes

Elizabeth Wroblewski Alm

Chartered Financial Analyst

BELLINGHAM, WA

n/a

yes

Scott Donald St Clair

n/a

BELLINGHAM, WA

n/a

yes

Ryan Patrick Gannon

n/a

Weymouth, MA | BELLINGHAM, WA

n/a

yes

PATRICK TIERNEY DRUM

Certified Financial Planner|Chartered Financial Analyst

BELLINGHAM, WA

yes

Levi Stewart Zurbrugg

Chartered Financial Analyst

BELLINGHAM, WA

n/a

yes

Megan Cherry Lewis

n/a

BELLINGHAM, WA | Bellingham, WA

n/a

yes

Robert F Kaiser

n/a

BELLINGHAM, WA

n/a

yes

Gus Olaf Grefthen

n/a

BELLINGHAM, WA

yes

Haitham Al-Sayed

n/a

BELLINGHAM, WA | Irvine, CA

yes

Nickolas Tadashi Vitalis-Troupe

n/a

BELLINGHAM, WA | Bellingham, WA

n/a

yes

Samar Tariq

n/a

Carteret, NJ | BELLINGHAM, WA

yes

LUKE ADAMS MOORE

n/a

BELLINGHAM, WA

n/a

yes

Ahmad Elmahi

n/a

BELLINGHAM, WA | Mesa, AZ

n/a

yes

William Bartow Jones

Chartered Financial Analyst

BELLINGHAM, WA

n/a

yes

John Russell

n/a

BELLINGHAM, WA | Amenia, NY

n/a

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CARTEN, JANE, KAISER

EXECUTIVE CHAIR, PRESIDENT

yes

02/2001

Mar 30, 2012

Dec 13, 2024

Cohen, Elliot, Scott

CHIEF LEGAL OFFICER, SECRETARY

yes

07/2022

Sep 27, 2022

Dec 13, 2024

FANKHAUSER, CHRISTOPHER, REED

EXECUTIVE DIRECTOR, CHIEF OPERATIONS OFFICER

yes

01/2006

Mar 30, 2012

Dec 13, 2024

HANNA, KALEN, MARTIN

EXECUTIVE DIRECTOR, CHIEF FINANCIAL OFFICER, TREASURER

yes

09/2018

Sep 28, 2018

Dec 13, 2024

KAISER, NICHOLAS, FERGUSON

FOUNDER AND GLOBAL STRATEGIST

yes

08/1989

Mar 30, 2012

Dec 13, 2024

Kaiser, Robert, F

EXECUTIVE DIRECTOR, VP OF INSTITUTIONAL SALES

yes

05/2024

Sep 28, 2020

Dec 13, 2024

SALAM, MONEM, ABDUL

EXECUTIVE DIRECTOR, EXECUTIVE VICE PRESIDENT

yes

06/2005

Mar 30, 2012

Dec 13, 2024

LEWIS, MICHAEL, ERIC

CHIEF COMPLIANCE OFFICER

09/2012

Oct 2, 2012

Dec 13, 2024

MCILVAINE, PHELPS, SHAW

Director

08/1994

Mar 30, 2012

Dec 13, 2024

Morse, Michael, K.

INDEPENDENT DIRECTOR

02/2024

May 31, 2024

Dec 13, 2024

MURPHY, DENNIS

INDEPENDENT DIRECTOR

04/2013

May 22, 2013

Dec 13, 2024

STEWART, JACOB, ANDREW

ANTI-MONEY LAUNDERING OFFICER

08/2014

Mar 30, 2012

Dec 13, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

SATURNA BROKERAGE SERVICES, INC

n/a

SATURNA SDN. BHD.

n/a

SATURNA TRUST COMPANY

n/a

City

State

Country

Employees

Also broker-dealer

Bellingham

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 27, 2026

$8.6B

n/a

2024

Feb 19, 2025

$8.4B

n/a

2023

Sep 28, 2023

$6.6B

n/a

2022

Sep 27, 2022

$5.2B

n/a

2021

Sep 27, 2021

$5.5B

n/a

2020

Sep 28, 2020

$4.1B

n/a

2019

Sep 26, 2019

$4.0B

n/a

2018

Sep 28, 2018

$3.4B

n/a

2017

Sep 28, 2017

$3.2B

n/a

2016

Sep 28, 2016

$3.4B

n/a

2015

Sep 28, 2015

$3.8B

n/a

2014

Sep 26, 2014

$4.0B

n/a

2013

Sep 27, 2013

$3.8B

n/a

2012

Oct 2, 2012

$3.9B

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

6.1%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$8.6B

$8.4B

2.7%

$5.2B

18.7%