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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 10b 100b

BRECKINRIDGE CAPITAL ADVISORS INC

CRD 107143

BOSTON, MA

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:4b0dffd2-249e-1cf8-5295-add49e314e7f

Data as of Mar 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:02 AM UTC and rebuilt at most every 15 minutes.

Relationships: 47
Dated events: 13
On other graphs: 0
Observed: Mar 2, 2012 to Mar 18, 2026
37 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: independent wealth managerderivedprivate_client_share=0.63 fund_share=0.01 institutional_share=0.18 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $54BItem 5.F on the latest filing (2026-03-18); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $54B
Private client RAUM: $34BderivedItem 5.D individuals plus high net worth individuals
Private client share: 63%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 29
RAUM per advisor: $1.9Bderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 88
Advisory employees: 41
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 18,447
Individual clients: 8,657
High net worth clients: 7,705
SEC number: 801-43833
CRD: 107143
Filings on the tape: 37
First filed: Mar 2, 2012
Latest filed: Mar 18, 2026
Organised: Corporation, MA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first; showing 25 of 29

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
PETER BRECKINRIDGE COFFIN	n/a	Boston, MA	32	33	n/a	no
JAMES LAWRENCE SPIDLE	n/a	Boston, MA	15	15	n/a	no
ARIANA MARIE POLK	n/a	Boston, MA	14	17	n/a	no
JEFFREY MICHAEL GLENN	Chartered Financial Analyst	Boston, MA	14	23	1	no
ADAM JONATHAN MAIETTA	n/a	San Diego, CA	14	14	n/a	no
JEREMY PAUL JENKINS	n/a	Boston, MA	13	21	n/a	no
MITCHEL JOSEPH SYP	n/a	Boston, MA	13	20	n/a	no
ABIGAIL DEVINE INGALLS	n/a	Boston, MA	12	12	n/a	no
BENJAMIN SHEPARD CLOUGH	n/a	Boston, MA	10	11	n/a	no
Eric Bryan Haase	Chartered Financial Analyst	Boston, MA	10	10	n/a	no
Khurram Gillani	n/a	Boston, MA	9	14	n/a	no
AIMEE RUTH KORCH	n/a	Boston, MA	8	21	3	no
ERIN McCall Nicholls	n/a	Boston, MA	6	11	n/a	no
MATTHEW CHRISTOPHER BUSCONE	n/a	Boston, MA	6	24	n/a	no
Ryan James Mendoza	n/a	SAN DIEGO, CA	5	11	n/a	no
OGNJEN SOSA	n/a	BOSTON, MA	4	20	n/a	no
Alison Catherine DiFonzo	n/a	BOSTON, MA	4	10	1	no
Joshua Ryan Perez	Chartered Financial Analyst	BOSTON, MA	4	15	n/a	no
Brian Dennis Kelleher	n/a	BOSTON, MA	3	13	n/a	no
Andressa Fernandes Tsaparlis	n/a	BOSTON, MA	3	11	n/a	no
Christopher Ryan Hemhauser	n/a	BOSTON, MA	2	10	n/a	no
PATRICK LUIS ARAUJO-LIPINE	n/a	San Diego, CA	1	14	n/a	no
James Gilchrest Begen	n/a	BOSTON, MA	1	11	n/a	no
Evan Novak Couture	n/a	BOSTON, MA	1	12	3	no
CHRISTINA CAMACHO LYNCH	n/a	SAN DIEGO, CA	0	16	1	no

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
BUSCONE, MATTHEW, CHRISTOPHER	CO-CHIEF INVESTMENT OFFICER	Na	yes	06/2024	Mar 18, 2026	Mar 18, 2026
COFFIN, PETER, BRECKINRIDGE	EXECUTIVE CHAIR/DIRECTOR	D	yes	06/2024	Mar 18, 2026	Mar 18, 2026
GLENN, JEFFREY, MICHAEL	CO-CHIEF INVESTMENT OFFICER	Na	yes	06/2024	Mar 18, 2026	Mar 18, 2026
GRECO, ANTHONY, PETER	PRESIDENT/CHIEF OPERATING OFFICER/DIRECTOR	Na	yes	06/2024	Mar 18, 2026	Mar 18, 2026
MCAULEY, HELEN, LEE	CHIEF COMPLIANCE OFFICER	Na	yes	03/2016	Mar 18, 2026	Mar 18, 2026
RIBEIRO, DOMINICA, M	CHIEF MARKETING AND DISTRIBUTION OFFICER/DIRECTOR	Na	yes	01/2021	Mar 18, 2026	Mar 18, 2026
SMELSER, BENJAMIN, MICHAEL	CHIEF TECHNOLOGY OFFICER	Na	yes	06/2022	Mar 18, 2026	Mar 18, 2026
SOSA, OGNJEN	CHIEF EXECUTIVE OFFICER/DIRECTOR	Na	yes	06/2024	Mar 18, 2026	Mar 18, 2026
BEAL, GEORGE, PUTNAM	Director	Na	no	11/2011	Mar 18, 2026	Mar 18, 2026
BRADBURY, KRISTIN, LOIS	Director	Na	no	02/2025	Mar 18, 2026	Mar 18, 2026
COFFIN, HANNAH, CHIDSEY	Director	Na	no	06/2024	Mar 18, 2026	Mar 18, 2026
MEYERS, ANDREW, LEE	Director	Na	no	06/2016	Mar 18, 2026	Mar 18, 2026
NEWELL, PHILLIP, ADAMS	Director	Na	no	04/2000	Mar 18, 2026	Mar 18, 2026
STETSON, ANNE, NMN	DIRECTOR/BENEFIT DIRECTOR	Na	no	04/2017	Mar 18, 2026	Mar 18, 2026
HODGMAN, MARTHA, FIELD	Director	Na	no	09/2001	Mar 2, 2012	Nov 7, 2024
READ, CAMERON	Director	Na	no	02/2004	Mar 15, 2016	Nov 7, 2024

Offices

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

City	State	Country	Employees	Also broker-dealer
SAN DIEGO	CA	United States	7	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

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 18, 2026	$54B	$54B	88	41	1	n/a	n/a
2024	Mar 19, 2025	$51B	$51B	89	41	1	n/a	n/a
2023	Mar 28, 2024	$48B	$48B	92	47	1	n/a	n/a
2022	Mar 29, 2023	$42B	$42B	91	47	1	n/a	n/a
2021	Mar 25, 2022	$47B	$47B	88	25	1	n/a	n/a
2020	Mar 16, 2021	$45B	$45B	83	26	1	n/a	n/a
2019	Mar 18, 2020	$40B	$40B	77	24	1	n/a	n/a
2018	Mar 15, 2019	$37B	$36B	75	33	1	n/a	n/a
2017	Mar 16, 2018	$33B	$33B	67	29	1	n/a	n/a
2016	Mar 27, 2017	$26B	$26B	63	29	n/a	n/a	n/a
2015	Mar 15, 2016	$23B	$23B	55	25	n/a	n/a	n/a
2014	Mar 9, 2015	$21B	$21B	54	24	n/a	n/a	n/a
2013	Mar 4, 2014	$18B	$18B	52	21	n/a	n/a	n/a
2012	Mar 5, 2013	$18B	$18B	45	20	n/a	n/a	n/a
2011	Mar 2, 2012	$15B	$15B	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
3	0	3	0.0%	1	0	0	4	1

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	$54B	$51B	6.5%	$42B	8.7%	88	89	1	1

Relationships

Registered with (32)

← CHRISTOPHER JOHN GOOLGASIANAdvisorregistration: current employment
Aug 24, 2026 to presentfactForm ADV
← Chase StrattonAdvisorregistration: current employment
Jul 22, 2026 to presentfactForm ADV
← Ashley Elizabeth WeirAdvisorregistration: current employment
Jun 2, 2026 to presentfactForm ADV
← Margaret Stacy FitzpatrickAdvisorregistration: current employment
Oct 23, 2025 to presentfactForm ADV
← CHRISTINA CAMACHO LYNCHAdvisorregistration: current employment
Oct 1, 2025 to presentfactForm ADV
← Evan Novak CoutureAdvisorregistration: current employment
Aug 19, 2025 to presentfactForm ADV
← James Gilchrest BegenAdvisorregistration: current employment
Aug 7, 2025 to presentfactForm ADV
← PATRICK LUIS ARAUJO-LIPINEAdvisorregistration: current employment
Feb 17, 2025 to presentfactForm ADV
← Christopher Ryan HemhauserAdvisorregistration: current employment
Feb 2, 2024 to presentfactForm ADV
← Andressa Fernandes TsaparlisAdvisorregistration: current employment
Apr 7, 2023 to presentfactForm ADV
← Brian Dennis KelleherAdvisorregistration: current employment
Nov 21, 2022 to presentfactForm ADV
← Joshua Ryan PerezAdvisorregistration: current employment
Aug 19, 2022 to presentfactForm ADV
← Alison Catherine DiFonzoAdvisorregistration: current employment
Jun 8, 2022 to presentfactForm ADV
← OGNJEN SOSAAdvisorregistration: current employment
Mar 8, 2022 to presentfactForm ADV
← Ryan James MendozaAdvisorregistration: current employment
Nov 16, 2020 to presentfactForm ADV
← MATTHEW CHRISTOPHER BUSCONEAdvisorregistration: current employment
Mar 4, 2020 to presentfactForm ADV
← ERIN McCall NichollsAdvisorregistration: current employment
Feb 13, 2020 to presentfactForm ADV
← AIMEE RUTH KORCHAdvisorregistration: current employment
Jul 11, 2018 to presentfactForm ADV
← Khurram GillaniAdvisorregistration: current employment
Dec 27, 2016 to presentfactForm ADV
← Eric Bryan HaaseAdvisorregistration: current employment
Aug 24, 2016 to presentfactForm ADV
← BENJAMIN SHEPARD CLOUGHAdvisorregistration: current employment
Aug 11, 2016 to presentfactForm ADV
← ABIGAIL DEVINE INGALLSAdvisorregistration: current employment
Jul 21, 2014 to presentfactForm ADV
← MITCHEL JOSEPH SYPAdvisorregistration: current employment
Jan 8, 2013 to presentfactForm ADV
← JEREMY PAUL JENKINSAdvisorregistration: current employment
Dec 13, 2012 to presentfactForm ADV
← ADAM JONATHAN MAIETTAAdvisorregistration: current employment
Jul 25, 2012 to presentfactForm ADV
← JEFFREY MICHAEL GLENNAdvisorregistration: current employment
May 23, 2012 to presentfactForm ADV
← ARIANA MARIE POLKAdvisorregistration: current employment
Nov 15, 2011 to presentfactForm ADV
← JAMES LAWRENCE SPIDLEAdvisorregistration: current employment
Feb 4, 2011 to presentfactForm ADV
← PETER BRECKINRIDGE COFFINAdvisorregistration: current employment
Apr 14, 1994 to presentfactForm ADV
← Catherine Theisen CloughAdvisorregistration: previous registration
Dec 8, 2022 to Aug 4, 2025factForm ADV
and 2 more

Affiliated with (1)

← BOSTON FAMILY OFFICE LLCRegistered adviserother investment adviser
factForm ADV

Owns (6)

← NEWELL, PHILLIP, ADAMSOwnerDIRECTOR, ownership code NA, individual
Mar 2, 2012 to Nov 7, 2024factForm ADV
← READ, CAMERONOwnerDIRECTOR, ownership code NA, individual
Mar 15, 2016 to Nov 7, 2024factForm ADV
← BEAL, GEORGE, PUTNAMOwnerDIRECTOR, ownership code NA, individual
Mar 15, 2016 to Nov 7, 2024factForm ADV
← HODGMAN, MARTHA, FIELDOwnerDIRECTOR, ownership code NA, individual
Mar 2, 2012 to Nov 7, 2024factForm ADV
← MEYERS, ANDREW, LEEOwnerDIRECTOR, ownership code NA, individual
Mar 2, 2012 to Nov 7, 2024factForm ADV
← STETSON, ANNE, NMNOwnerDIRECTOR/BENEFIT DIRECTOR, ownership code NA, individual
Apr 10, 2017 to Nov 7, 2024factForm ADV

Controls (8)

← COFFIN, PETER, BRECKINRIDGEOwnerEXECUTIVE CHAIR/DIRECTOR, ownership code D, individual
Mar 2, 2012 to Nov 7, 2024factForm ADV
← GLENN, JEFFREY, MICHAELOwnerCO-CHIEF INVESTMENT OFFICER/CO-HEAD OF PORTFOLIO MANAGEMENT, ownership code NA, individual
Jan 29, 2021 to Nov 7, 2024factForm ADV
← MCAULEY, HELEN, LEEOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 15, 2016 to Nov 7, 2024factForm ADV
← RIBEIRO, DOMINICA, MOwnerCHIEF MARKETING AND DISTRIBUTION OFFICER/DIRECTOR, ownership code NA, individual
Jan 29, 2021 to Nov 7, 2024factForm ADV
← BUSCONE, MATTHEW, CHRISTOPHEROwnerCO-CHIEF INVESTMENT OFFICER/CO-HEAD OF PORTFOLIO MANAGEMENT, ownership code NA, individual
Jan 29, 2021 to Nov 7, 2024factForm ADV
← SOSA, OGNJENOwnerCHIEF EXECUTIVE OFFICER/DIRECTOR, ownership code NA, individual
Mar 25, 2022 to Nov 7, 2024factForm ADV
← SMELSER, BENJAMIN, MICHAELOwnerCHIEF TECHNOLOGY OFFICER, ownership code NA, individual
Mar 29, 2023 to Nov 7, 2024factForm ADV
← GRECO, ANTHONY, PETEROwnerPRESIDENT/CHIEF OPERATING OFFICER/DIRECTOR, ownership code NA, individual
Jun 22, 2016 to Nov 7, 2024factForm ADV

Dated events

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

Occurred
Aug 4, 2025
Advisor changed firm
Catherine Theisen Clough left Breckinridge Capital Advisors Inc for Twin Focus Capital Partners, Llc (registered 2026-01-02)
Form ADVobserved 4 days ago
Occurred
Mar 28, 2024
Control person left
William Jesse Starks (Co-Chief Technology Officer) no longer on Schedule A of Breckinridge Capital Advisors Inc (listed 2023-03-29, absent 2024-03-28)
Form ADVobserved 4 days ago
Occurred
Mar 28, 2024
Control person left
Jason Christopher Day (Co-Head Of Consultant Relations) no longer on Schedule A of Breckinridge Capital Advisors Inc (listed 2023-03-29, absent 2024-03-28)
Form ADVobserved 4 days ago
Occurred
Mar 29, 2023
Control person joined
Michael Benjamin Smelser (Co-Chief Technology Officer) appeared on Schedule A of Breckinridge Capital Advisors Inc
Form ADVobserved 4 days ago
Occurred
Mar 29, 2023
Control person joined
Jason Christopher Day (Co-Head Of Consultant Relations) appeared on Schedule A of Breckinridge Capital Advisors Inc
Form ADVobserved 4 days ago
Occurred
Mar 25, 2022
Control person joined
Ognjen Sosa (Chief Investment Officer) appeared on Schedule A of Breckinridge Capital Advisors Inc
Form ADVobserved 4 days ago
Occurred
Jan 29, 2021
Control person joined
Michael Jeffrey Glenn (Co-Head Of Portfolio Management) appeared on Schedule A of Breckinridge Capital Advisors Inc
Form ADVobserved 4 days ago
Occurred
Jan 29, 2021
Control person joined
M Dominica Ribeiro (Chief Marketing Officer) appeared on Schedule A of Breckinridge Capital Advisors Inc
Form ADVobserved 4 days ago
Occurred
Jan 29, 2021
Control person joined
Christopher Matthew Buscone (Co-Head Of Portfolio Management) appeared on Schedule A of Breckinridge Capital Advisors Inc
Form ADVobserved 4 days ago
Occurred
Jan 29, 2021
Control person left
Elizabeth Laura Lake (Chief Investment Officer) no longer on Schedule A of Breckinridge Capital Advisors Inc (listed 2020-06-09, absent 2021-01-29)
Form ADVobserved 4 days ago
Occurred
Mar 16, 2018
Regulatory AUM changed
Breckinridge Capital Advisors Inc reported RAUM $33.4B, up 29% from $26.0B (2017-09-29 to 2018-03-16)
Form ADVobserved 4 days ago
$7.4B

Show 2 bookkeeping events

Occurred
Mar 15, 2019
Breckinridge Capital Advisors Inc reported 27 state-registered advisory representatives, up from 14 (2018-10-10 to 2019-03-15)
Occurred
Mar 16, 2018
Breckinridge Capital Advisors Inc reported 14 state-registered advisory representatives, up from 0 (2017-09-29 to 2018-03-16)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4b0dffd2-249e-1cf8-5295-add49e314e7f
First observed: Mar 2, 2012
Last observed: Mar 18, 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.

BRECKINRIDGE CAPITAL ADVISORS INC

CRD 107143

BOSTON, MA

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:4b0dffd2-249e-1cf8-5295-add49e314e7f

Data as of Mar 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:02 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

PETER BRECKINRIDGE COFFIN

n/a

Boston, MA

n/a

JAMES LAWRENCE SPIDLE

n/a

Boston, MA

n/a

ARIANA MARIE POLK

n/a

Boston, MA

n/a

JEFFREY MICHAEL GLENN

Chartered Financial Analyst

Boston, MA

ADAM JONATHAN MAIETTA

n/a

San Diego, CA

n/a

JEREMY PAUL JENKINS

n/a

Boston, MA

n/a

MITCHEL JOSEPH SYP

n/a

Boston, MA

n/a

ABIGAIL DEVINE INGALLS

n/a

Boston, MA

n/a

BENJAMIN SHEPARD CLOUGH

n/a

Boston, MA

n/a

Eric Bryan Haase

Chartered Financial Analyst

Boston, MA

n/a

Khurram Gillani

n/a

Boston, MA

n/a

AIMEE RUTH KORCH

n/a

Boston, MA

ERIN McCall Nicholls

n/a

Boston, MA

n/a

MATTHEW CHRISTOPHER BUSCONE

n/a

Boston, MA

n/a

Ryan James Mendoza

n/a

SAN DIEGO, CA

n/a

OGNJEN SOSA

n/a

BOSTON, MA

n/a

Alison Catherine DiFonzo

n/a

BOSTON, MA

Joshua Ryan Perez

Chartered Financial Analyst

BOSTON, MA

n/a

Brian Dennis Kelleher

n/a

BOSTON, MA

n/a

Andressa Fernandes Tsaparlis

n/a

BOSTON, MA

n/a

Christopher Ryan Hemhauser

n/a

BOSTON, MA

n/a

PATRICK LUIS ARAUJO-LIPINE

n/a

San Diego, CA

n/a

James Gilchrest Begen

n/a

BOSTON, MA

n/a

Evan Novak Couture

n/a

BOSTON, MA

CHRISTINA CAMACHO LYNCH

n/a

SAN DIEGO, CA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BUSCONE, MATTHEW, CHRISTOPHER

CO-CHIEF INVESTMENT OFFICER

yes

06/2024

Mar 18, 2026

COFFIN, PETER, BRECKINRIDGE

EXECUTIVE CHAIR/DIRECTOR

yes

06/2024

Mar 18, 2026

GLENN, JEFFREY, MICHAEL

CO-CHIEF INVESTMENT OFFICER

yes

06/2024

Mar 18, 2026

GRECO, ANTHONY, PETER

PRESIDENT/CHIEF OPERATING OFFICER/DIRECTOR

yes

06/2024

Mar 18, 2026

MCAULEY, HELEN, LEE

CHIEF COMPLIANCE OFFICER

yes

03/2016

Mar 18, 2026

RIBEIRO, DOMINICA, M

CHIEF MARKETING AND DISTRIBUTION OFFICER/DIRECTOR

yes

01/2021

Mar 18, 2026

SMELSER, BENJAMIN, MICHAEL

CHIEF TECHNOLOGY OFFICER

yes

06/2022

Mar 18, 2026

SOSA, OGNJEN

CHIEF EXECUTIVE OFFICER/DIRECTOR

yes

06/2024

Mar 18, 2026

BEAL, GEORGE, PUTNAM

Director

11/2011

Mar 18, 2026

BRADBURY, KRISTIN, LOIS

Director

02/2025

Mar 18, 2026

COFFIN, HANNAH, CHIDSEY

Director

06/2024

Mar 18, 2026

MEYERS, ANDREW, LEE

Director

06/2016

Mar 18, 2026

NEWELL, PHILLIP, ADAMS

Director

04/2000

Mar 18, 2026

STETSON, ANNE, NMN

DIRECTOR/BENEFIT DIRECTOR

04/2017

Mar 18, 2026

HODGMAN, MARTHA, FIELD

Director

09/2001

Mar 2, 2012

Nov 7, 2024

READ, CAMERON

Director

02/2004

Mar 15, 2016

Nov 7, 2024

City

State

Country

Employees

Also broker-dealer

SAN DIEGO

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 18, 2026

$54B

n/a

2024

Mar 19, 2025

$51B

n/a

2023

Mar 28, 2024

$48B

n/a

2022

Mar 29, 2023

$42B

n/a

2021

Mar 25, 2022

$47B

n/a

2020

Mar 16, 2021

$45B

n/a

2019

Mar 18, 2020

$40B

n/a

2018

Mar 15, 2019

$37B

$36B

n/a

2017

Mar 16, 2018

$33B

n/a

2016

Mar 27, 2017

$26B

n/a

2015

Mar 15, 2016

$23B

n/a

2014

Mar 9, 2015

$21B

n/a

2013

Mar 4, 2014

$18B

n/a

2012

Mar 5, 2013

$18B

n/a

2011

Mar 2, 2012

$15B

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$54B

$51B

6.5%

$42B

8.7%