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Data Factory

RIA / WealthRegistered adviserno raum reportedSEC registeredRAUM none

VISION2020 WEALTH MANAGEMENT CORP.

CRD 154149

SCOTTSDALE, AZ

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:4d92fd0d-df19-9f16-29ef-b39ac0c70769

Data as of Aug 28, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 49
Dated events: 19
On other graphs: 0
Observed: Nov 10, 2011 to Aug 28, 2026
99 observations

Across DFX

owners resolved from Schedule A/B to their own records, measured by hand

Private Equityowner

RCP Artemis Co-Invest, L.P.

owned by this fund per Schedule A/B (the fund is on its sponsor's Form ADV) · confidence 90% · family precision 100%

Facts

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

Firm class: no raum reportedderivedprivate_client_share=0.0 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=0.0
Regulatory AUM: $0Item 5.F on the latest filing (2026-08-28); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 0
Employees: 0
Advisory employees: 0
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 0
SEC number: 801-71541
CIK: 1681113
CRD: 154149
Filings on the tape: 99
First filed: Nov 10, 2011
Latest filed: Aug 28, 2026
Organised: Corporation, DE

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
AG ARTEMIS HOLDINGS GP, LLC	GENERAL PARTNER	F	yes	05/2019	Jun 26, 2020	Nov 4, 2024
AG ARTEMIS HOLDINGS, L.P.	Shareholder	E	yes	08/2019	Aug 30, 2019	Nov 4, 2024
AG INTERMEDIATE CORPORATION	Shareholder	E	yes	08/2019	Aug 30, 2019	Nov 4, 2024
AG PARENT CORPORATION	Shareholder	E	yes	08/2019	Aug 30, 2019	Nov 4, 2024
BERLINSKI, MILTON, RALPH	Member	C	yes	08/2014	Jun 26, 2020	Nov 4, 2024
BERLINSKI, MILTON, RALPH	GENERAL PARTNER	F	yes	02/2014	Jun 26, 2020	Nov 4, 2024
BERLINSKI, MILTON, RALPH	Trustee	C	yes	06/2006	Jun 26, 2020	Nov 4, 2024
BERLINSKI, MILTON, RALPH	INVESTMENT MANAGER	F	yes	08/2014	Jun 26, 2020	Nov 4, 2024
HODGE, TIMOTHY, ROBERT	CHIEF OPERATIONS OFFICER	Na	yes	11/2023	Dec 21, 2023	Nov 4, 2024
MRB ICBC LLC	Member	C	yes	08/2014	Jun 26, 2020	Nov 4, 2024
OSAIC FINANCIAL SERVICES, INC.	Shareholder	E	yes	05/2020	Jun 27, 2023	Nov 4, 2024
OSAIC HOLDINGS, INC.	Shareholder	E	yes	05/2016	Jun 27, 2023	Nov 4, 2024
OSAIC, INC.	Shareholder	E	yes	05/2010	Jun 27, 2023	Nov 4, 2024
PRICE, JAMES, DALE	CHAIRMAN, DIRECTOR	Na	yes	11/2016	Jan 19, 2017	Nov 4, 2024
RCP ARTEMIS CO-INVEST GP LLC	GENERAL PARTNER	F	yes	05/2019	Jun 26, 2020	Nov 4, 2024
RCP ARTEMIS CO-INVEST, L.P.	Shareholder	D	yes	08/2019	Aug 30, 2019	Nov 4, 2024
RCP GENPAR HOLDCO LLC	LIMITED PARTNER	E	yes	08/2014	Jun 26, 2020	Nov 4, 2024
RCP GENPAR LP	LIMITED PARTNER	E	yes	01/2018	Jun 26, 2020	Nov 4, 2024
RCP OPP FUND II GP, LP	LIMITED PARTNER	E	yes	01/2018	Jun 26, 2020	Nov 4, 2024
SCHLUETER, MATTHEW, ADAM	CHIEF EXECUTIVE OFFICER, PRESIDENT, DIRECTOR	Na	yes	03/2019	Dec 12, 2014	Nov 4, 2024
THE BERLINSKI FAMILY 2006 TRUST	Member	E	yes	08/2014	Jun 26, 2020	Nov 4, 2024
Northrip, Iryna, Yakovlevna	SVP, CHIEF COMPLIANCE OFFICER	Na	no	05/2022	Jun 22, 2022	Nov 4, 2024
SCHMIDT, DAVID, ANDREW	Treasurer	Na	no	03/2021	Mar 30, 2021	Nov 4, 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
OSAIC WEALTH, INC.	n/a	Bd affiliated wealth	$235B	N	yes	n/a
OSAIC FA, INC.	n/a	Former SEC adviser	$37B	N	yes	n/a
OSAIC SERVICES, INC.	n/a	Former SEC adviser	$16B	N	yes	n/a
OSAIC ADVISORY SERVICES, LLC	n/a	Bd affiliated wealth	$15B	N	yes	n/a
ARBOR POINT ADVISORS, LLC	n/a	Former SEC adviser	$6.9B	N	yes	n/a
LADENBURG THALMANN ASSET MANAGEMENT INC	n/a	Other adviser	$6.7B	N	yes	n/a
OSAIC INSTITUTIONS, INC.	n/a	Bd affiliated wealth	$6.5B	N	yes	n/a
OSAIC FS, INC.	n/a	Former SEC adviser	$4.5B	N	yes	n/a
BLACK DIAMOND FINANCIAL, LLC	n/a	Independent wealth	$441M	N	yes	n/a
HIGHLAND CAPITAL BROKERAGE	n/a	n/a	n/a	N	yes	n/a
LADENBURG THALMANN & CO. INC.	n/a	n/a	n/a	N	yes	n/a
LADENBURG THALMANN ALTERNATIVE INC.	n/a	n/a	n/a	N	yes	n/a
PREMIER TRUST, INC.	n/a	n/a	n/a	N	yes	n/a

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 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$0	$0	0	0	0	n/a	n/a
2024	Mar 31, 2025	$0	$0	0	0	0	n/a	n/a
2023	Mar 28, 2024	n/a	n/a	0	0	0	n/a	n/a
2022	Mar 31, 2023	n/a	n/a	1,629	0	0	n/a	n/a
2021	Mar 31, 2022	$21B	$21B	1,925	0	0	n/a	n/a
2020	Mar 30, 2021	$14B	$14B	1,729	0	0	n/a	n/a
2019	Mar 30, 2020	$9.1B	$9.1B	980	0	0	n/a	n/a
2018	Mar 28, 2019	$5.6B	$5.6B	924	0	0	n/a	n/a
2017	Mar 29, 2018	$4.3B	$4.3B	998	0	0	n/a	n/a
2016	Mar 30, 2017	$2.3B	$2.3B	697	0	n/a	n/a	n/a
2015	Jan 28, 2016	$1.5B	$1.5B	831	0	n/a	n/a	n/a
2014	Mar 31, 2015	$1.3B	$1.3B	758	343	n/a	n/a	n/a
2013	Mar 31, 2014	$576,123	$576,123	615	315	n/a	n/a	n/a
2012	Apr 1, 2013	$9.5B	$4.0B	625	381	n/a	n/a	n/a
2011	Mar 30, 2012	n/a	n/a	n/a	n/a	n/a	n/a	n/a

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	$0	$0	n/a	n/a	n/a	0	0	0	0

Relationships

Affiliated with (25)

← LADENBURG THALMANN ASSET MANAGEMENT INCRegistered adviserother investment adviser, common control
factForm ADV
→ LADENBURG THALMANN ASSET MANAGEMENT INCRegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV
→ SAGEPOINT FINANCIAL, INC.Registered adviserother investment adviser, broker-dealer, common control
factForm ADV
→ ARBOR POINT ADVISORSRegistered adviserother investment adviser, common control
factForm ADV
→ OSAIC ADVISORY SERVICES, LLCRegistered adviserother investment adviser, common control
factForm ADV
→ OSAIC WEALTH, INC.Registered adviserother investment adviser, broker-dealer, common control
factForm ADV
→ BLACK DIAMOND FINANCIAL, LLCRegistered adviserother investment adviser, common control
factForm ADV
→ OSAIC INSTITUTIONS, INC.Registered adviserother investment adviser, broker-dealer, common control
factForm ADV
→ OSAIC FS, INC.Registered adviserother investment adviser, broker-dealer, common control
factForm ADV
→ OSAIC FA, INC.Registered adviserother investment adviser, broker-dealer, common control
factForm ADV
← OSAIC ADVISORY SERVICES, LLCRegistered adviserother investment adviser, common control
factForm ADV
← OSAIC WEALTH, INC.Registered adviserother investment adviser, common control
factForm ADV
← BLACK DIAMOND FINANCIAL, LLCRegistered adviserother investment adviser
factForm ADV
← OSAIC FS, INC.Registered adviserother investment adviser, common control
factForm ADV
← OSAIC FA, INC.Registered adviserother investment adviser, common control
factForm ADV
← ARBOR POINT ADVISORSRegistered adviserother investment adviser, common control
factForm ADV
← AMERICAN PORTFOLIOS ADVISORS, INCRegistered adviserother investment adviser, common control
factForm ADV
← TRIAD ADVISORS, LLCRegistered adviserother investment adviser, common control
factForm ADV
← SECURITIES AMERICA ADVISORS, INC.Registered adviserother investment adviser, common control
factForm ADV
← WOODBURY FINANCIAL SERVICES, INC.Registered adviserother investment adviser, common control
factForm ADV
← FSC SECURITIES CORPORATIONRegistered adviserother investment adviser, common control
factForm ADV
← SAGEPOINT FINANCIAL, INC.Registered adviserother investment adviser, common control
factForm ADV
← KMS FINANCIAL SERVICES, INCRegistered adviserother investment adviser, common control
factForm ADV
← SSN ADVISORY, INC.Registered adviserother investment adviser, common control
factForm ADV
← INVESTACORP ADVISORY SERVICES INCRegistered adviserother investment adviser, common control
factForm ADV

Controls (17)

← PRICE, JAMES, DALEOwnerCHAIRMAN, DIRECTOR, ownership code NA, individual
Jan 19, 2017 to Nov 4, 2024factForm ADV
← BERLINSKI, MILTON, RALPHOwnerINVESTMENT MANAGER, ownership code F, individual
Jun 26, 2020 to Nov 4, 2024factForm ADV
← HODGE, TIMOTHY, ROBERTOwnerCHIEF OPERATIONS OFFICER, ownership code NA, individual
Dec 21, 2023 to Nov 4, 2024factForm ADV
← SCHLUETER, MATTHEW, ADAMOwnerCHIEF EXECUTIVE OFFICER, PRESIDENT, DIRECTOR, ownership code NA, individual
Dec 12, 2014 to Nov 4, 2024factForm ADV
← AG ARTEMIS HOLDINGS GP, LLCOwnerGENERAL PARTNER, ownership code F, domestic entity
Jun 26, 2020 to Nov 4, 2024factForm ADV
← AG ARTEMIS HOLDINGS, L.P.OwnerSHAREHOLDER, ownership code E, domestic entity
Aug 30, 2019 to Nov 4, 2024factForm ADV
← AG INTERMEDIATE CORPORATIONOwnerSHAREHOLDER, ownership code E, domestic entity
Aug 30, 2019 to Nov 4, 2024factForm ADV
← AG PARENT CORPORATIONOwnerSHAREHOLDER, ownership code E, domestic entity
Aug 30, 2019 to Nov 4, 2024factForm ADV
← MRB ICBC LLCOwnerMEMBER, ownership code C, domestic entity
Jun 26, 2020 to Nov 4, 2024factForm ADV
← OSAIC FINANCIAL SERVICES, INC.OwnerSHAREHOLDER, ownership code E, domestic entity
Jun 27, 2023 to Nov 4, 2024factForm ADV
← OSAIC HOLDINGS, INC.OwnerSHAREHOLDER, ownership code E, domestic entity
Jun 27, 2023 to Nov 4, 2024factForm ADV
← RCP ARTEMIS CO-INVEST GP LLCOwnerGENERAL PARTNER, ownership code F, domestic entity
Jun 26, 2020 to Nov 4, 2024factForm ADV
← RCP ARTEMIS CO-INVEST, L.P.OwnerSHAREHOLDER, ownership code D, domestic entity
Aug 30, 2019 to Nov 4, 2024factForm ADV
← RCP GENPAR HOLDCO LLCOwnerLIMITED PARTNER, ownership code E, domestic entity
Jun 26, 2020 to Nov 4, 2024factForm ADV
← RCP GENPAR LPOwnerLIMITED PARTNER, ownership code E, domestic entity
Jun 26, 2020 to Nov 4, 2024factForm ADV
← RCP OPP FUND II GP, LPOwnerLIMITED PARTNER, ownership code E, domestic entity
Jun 26, 2020 to Nov 4, 2024factForm ADV
← THE BERLINSKI FAMILY 2006 TRUSTOwnerMEMBER, ownership code E, domestic entity
Jun 26, 2020 to Nov 4, 2024factForm ADV

Owns (2)

← SCHMIDT, DAVID, ANDREWOwnerTREASURER, ownership code NA, individual
Mar 30, 2021 to Nov 4, 2024factForm ADV
← Northrip, Iryna, YakovlevnaOwnerSVP, CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jun 22, 2022 to Nov 4, 2024factForm ADV

Registered with (1)

← Robert John GuldnerAdvisorregistration: previous registration
Oct 30, 2014 to Apr 23, 2021factForm ADV

Dated events

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

Occurred
Dec 21, 2023
Control person joined
Robert Timothy Hodge (Chief Operations Officer) appeared on Schedule A of Vision2020 Wealth Management Corp.
Form ADVobserved 4 days ago
Occurred
Dec 21, 2023
Control person left
Ann Cynthia Hamel (Chief Operations Officer) no longer on Schedule A of Vision2020 Wealth Management Corp. (listed 2023-09-18, absent 2023-12-21)
Form ADVobserved 4 days ago
Occurred
Jun 22, 2022
Control person left
Stephen Gregory Wastek (Director & Interim Chief Compliance Officer - Ia) no longer on Schedule A of Vision2020 Wealth Management Corp. (listed 2022-05-05, absent 2022-06-22)
Form ADVobserved 4 days ago
Occurred
Mar 31, 2022
Regulatory AUM changed
Vision2020 Wealth Management Corp. reported RAUM $21.1B, up 48% from $14.2B (2021-07-20 to 2022-03-31)
Form ADVobserved 4 days ago
$6.9B
Occurred
May 14, 2021
Control person left
Nina Mckenna (Secretary) no longer on Schedule A of Vision2020 Wealth Management Corp. (listed 2021-04-22, absent 2021-05-14)
Form ADVobserved 4 days ago
Occurred
Apr 22, 2021
Control person joined
Stephen Gregory Wastek (Director & Interim Chief Compliance Officer) appeared on Schedule A of Vision2020 Wealth Management Corp.
Form ADVobserved 4 days ago
Occurred
Apr 22, 2021
Control person left
John Robert Guldner (Chief Compliance Officer Investment Advisory And Director) no longer on Schedule A of Vision2020 Wealth Management Corp. (listed 2021-03-30, absent 2021-04-22)
Form ADVobserved 4 days ago
Occurred
Mar 30, 2021
Regulatory AUM changed
Vision2020 Wealth Management Corp. reported RAUM $14.2B, up 57% from $9.1B (2020-12-18 to 2021-03-30)
Form ADVobserved 4 days ago
$5.2B
Occurred
Jun 26, 2020
Control person joined
Ralph Milton Berlinski (General Partner) appeared on Schedule A of Vision2020 Wealth Management Corp.
Form ADVobserved 4 days ago
Occurred
Mar 30, 2020
Regulatory AUM changed
Vision2020 Wealth Management Corp. reported RAUM $9.1B, up 61% from $5.6B (2020-03-17 to 2020-03-30)
Form ADVobserved 4 days ago
$3.4B
Occurred
Mar 28, 2019
Regulatory AUM changed
Vision2020 Wealth Management Corp. reported RAUM $5.6B, up 30% from $4.3B (2019-03-12 to 2019-03-28)
Form ADVobserved 4 days ago
$1.3B
Occurred
Mar 28, 2019
Control person joined
Adam Matthew Schlueter (Director, Evp) appeared on Schedule A of Vision2020 Wealth Management Corp.
Form ADVobserved 4 days ago
Occurred
Mar 29, 2018
Regulatory AUM changed
Vision2020 Wealth Management Corp. reported RAUM $4.3B, up 90% from $2.3B (2017-10-27 to 2018-03-29)
Form ADVobserved 4 days ago
$2.0B

Show 6 bookkeeping events

Occurred
Mar 28, 2024
Vision2020 Wealth Management Corp. reported 0 state-registered advisory representatives, down from 499 (2024-02-08 to 2024-03-28)
Occurred
Mar 31, 2023
Vision2020 Wealth Management Corp. reported 499 state-registered advisory representatives, up from 326 (2022-11-28 to 2023-03-31)
Occurred
Mar 31, 2022
Vision2020 Wealth Management Corp. reported 326 state-registered advisory representatives, up from 52 (2021-07-20 to 2022-03-31)
Occurred
Mar 30, 2021
Vision2020 Wealth Management Corp. reported 52 state-registered advisory representatives, down from 160 (2020-12-18 to 2021-03-30)
Occurred
Mar 30, 2020
Vision2020 Wealth Management Corp. reported 160 state-registered advisory representatives, up from 120 (2020-03-17 to 2020-03-30)
Occurred
Mar 28, 2019
Vision2020 Wealth Management Corp. reported 120 state-registered advisory representatives, down from 157 (2019-03-12 to 2019-03-28)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4d92fd0d-df19-9f16-29ef-b39ac0c70769
First observed: Nov 10, 2011
Last observed: Aug 28, 2026 22 days 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.

VISION2020 WEALTH MANAGEMENT CORP.

CRD 154149

SCOTTSDALE, AZ

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:4d92fd0d-df19-9f16-29ef-b39ac0c70769

Data as of Aug 28, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:23 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

AG ARTEMIS HOLDINGS GP, LLC

GENERAL PARTNER

yes

05/2019

Jun 26, 2020

Nov 4, 2024

AG ARTEMIS HOLDINGS, L.P.

Shareholder

yes

08/2019

Aug 30, 2019

Nov 4, 2024

AG INTERMEDIATE CORPORATION

Shareholder

yes

08/2019

Aug 30, 2019

Nov 4, 2024

AG PARENT CORPORATION

Shareholder

yes

08/2019

Aug 30, 2019

Nov 4, 2024

BERLINSKI, MILTON, RALPH

Member

yes

08/2014

Jun 26, 2020

Nov 4, 2024

BERLINSKI, MILTON, RALPH

GENERAL PARTNER

yes

02/2014

Jun 26, 2020

Nov 4, 2024

BERLINSKI, MILTON, RALPH

Trustee

yes

06/2006

Jun 26, 2020

Nov 4, 2024

BERLINSKI, MILTON, RALPH

INVESTMENT MANAGER

yes

08/2014

Jun 26, 2020

Nov 4, 2024

HODGE, TIMOTHY, ROBERT

CHIEF OPERATIONS OFFICER

yes

11/2023

Dec 21, 2023

Nov 4, 2024

MRB ICBC LLC

Member

yes

08/2014

Jun 26, 2020

Nov 4, 2024

OSAIC FINANCIAL SERVICES, INC.

Shareholder

yes

05/2020

Jun 27, 2023

Nov 4, 2024

OSAIC HOLDINGS, INC.

Shareholder

yes

05/2016

Jun 27, 2023

Nov 4, 2024

OSAIC, INC.

Shareholder

yes

05/2010

Jun 27, 2023

Nov 4, 2024

PRICE, JAMES, DALE

CHAIRMAN, DIRECTOR

yes

11/2016

Jan 19, 2017

Nov 4, 2024

RCP ARTEMIS CO-INVEST GP LLC

GENERAL PARTNER

yes

05/2019

Jun 26, 2020

Nov 4, 2024

RCP ARTEMIS CO-INVEST, L.P.

Shareholder

yes

08/2019

Aug 30, 2019

Nov 4, 2024

RCP GENPAR HOLDCO LLC

LIMITED PARTNER

yes

08/2014

Jun 26, 2020

Nov 4, 2024

RCP GENPAR LP

LIMITED PARTNER

yes

01/2018

Jun 26, 2020

Nov 4, 2024

RCP OPP FUND II GP, LP

LIMITED PARTNER

yes

01/2018

Jun 26, 2020

Nov 4, 2024

SCHLUETER, MATTHEW, ADAM

CHIEF EXECUTIVE OFFICER, PRESIDENT, DIRECTOR

yes

03/2019

Dec 12, 2014

Nov 4, 2024

THE BERLINSKI FAMILY 2006 TRUST

Member

yes

08/2014

Jun 26, 2020

Nov 4, 2024

Northrip, Iryna, Yakovlevna

SVP, CHIEF COMPLIANCE OFFICER

05/2022

Jun 22, 2022

Nov 4, 2024

SCHMIDT, DAVID, ANDREW

Treasurer

03/2021

Mar 30, 2021

Nov 4, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

OSAIC WEALTH, INC.

n/a

Bd affiliated wealth

$235B

yes

n/a

OSAIC FA, INC.

n/a

Former SEC adviser

$37B

yes

n/a

OSAIC SERVICES, INC.

n/a

Former SEC adviser

$16B

yes

n/a

OSAIC ADVISORY SERVICES, LLC

n/a

Bd affiliated wealth

$15B

yes

n/a

ARBOR POINT ADVISORS, LLC

n/a

Former SEC adviser

$6.9B

yes

n/a

LADENBURG THALMANN ASSET MANAGEMENT INC

n/a

Other adviser

$6.7B

yes

n/a

OSAIC INSTITUTIONS, INC.

n/a

Bd affiliated wealth

$6.5B

yes

n/a

OSAIC FS, INC.

n/a

Former SEC adviser

$4.5B

yes

n/a

BLACK DIAMOND FINANCIAL, LLC

n/a

Independent wealth

$441M

yes

n/a

HIGHLAND CAPITAL BROKERAGE

n/a

yes

n/a

LADENBURG THALMANN & CO. INC.

n/a

yes

n/a

LADENBURG THALMANN ALTERNATIVE INC.

n/a

yes

n/a

PREMIER TRUST, INC.

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

n/a

2024

Mar 31, 2025

n/a

2023

Mar 28, 2024

n/a

2022

Mar 31, 2023

n/a

1,629

n/a

2021

Mar 31, 2022

$21B

1,925

n/a

2020

Mar 30, 2021

$14B

1,729

n/a

2019

Mar 30, 2020

$9.1B

980

n/a

2018

Mar 28, 2019

$5.6B

924

n/a

2017

Mar 29, 2018

$4.3B

998

n/a

2016

Mar 30, 2017

$2.3B

697

n/a

2015

Jan 28, 2016

$1.5B

831

n/a

2014

Mar 31, 2015

$1.3B

758

343

n/a

2013

Mar 31, 2014

$576,123

615

315

n/a

2012

Apr 1, 2013

$9.5B

$4.0B

625

381

n/a

2011

Mar 30, 2012

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

n/a