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RIA / WealthRegistered advisermixed wealth managerSEC registeredRAUM 1b 10b

SEVEN POST INVESTMENT OFFICE LP

CRD 157435

SAN FRANCISCO, CA

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Search this name across graphsid dfx:ria:4d9e4d7c-6a85-8d17-818e-a69e7640b51c

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:17 PM UTC and rebuilt at most every 15 minutes.

Relationships: 40
Dated events: 8
On other graphs: 0
Observed: Mar 29, 2012 to Mar 31, 2026
29 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: mixed wealth managerderivedprivate_client_share=0.43 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $9.6BItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $9.2B
Private client RAUM: $4.1BderivedItem 5.D individuals plus high net worth individuals
Private client share: 43%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 14
RAUM per advisor: $686Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 22
Advisory employees: 14
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 249
Individual clients: 7
High net worth clients: 46
Custody, client assets: $6.8B
SEC number: 801-72411
CIK: 1554308
CRD: 157435
Filings on the tape: 29
First filed: Mar 29, 2012
Latest filed: Mar 31, 2026
Organised: Limited Partnership, DE
Website: sevenpost.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ALI KEVIN BASTANI	n/a	SAN FRANCISCO, CA	15	28	n/a	no
CHARLES OWEN TALLANT WYMAN	n/a	SAN FRANCISCO, CA	15	30	n/a	no
BRIAN HANWEI LEE	n/a	SAN FRANCISCO, CA	15	18	n/a	no
EMILY LADD DURAN	Certified Financial Planner	SAN FRANCISCO, CA	8	17	n/a	no
Christopher Lynton Hurtado	n/a	SAN FRANCISCO, CA	8	11	n/a	no
LIZANINA A LUCERO	n/a	SAN FRANCISCO, CA	7	19	1	no
Evan Hanover Epstein	n/a	San Francisco, CA	6	13	n/a	no
KELSEY WIEGMANN ELLIS	n/a	SAN FRANCISCO, CA \| BASALT, CO	4	14	1	no
ASHLEY NICOLE MONK	n/a	SAN FRANCISCO, CA	4	12	2	no
JUSTIN MICHAEL BROOKS	n/a	SAN FRANCISCO, CA	2	26	2	no
BRUCE WELLINGTON BLIGH	n/a	SAN FRANCISCO, CA \| GREENWICH, CT	1	33	n/a	no
ERIC MATTHEW ALLBIN	Certified Financial Planner	SAN FRANCISCO, CA	1	24	1	no
DANIEL ALFORD FEDDER	n/a	SAN FRANCISCO, CA	0	11	n/a	no
ELDRIDGE FULLER GRAY	n/a	SAN FRANCISCO, CA	0	41	n/a	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
ALLBIN, ERIC, MATTHEW	MANAGING DIRECTOR	Na	yes	01/2019	Mar 31, 2026	Mar 31, 2026
BASTANI, ALI, KEVIN	MANAGING DIRECTOR	B	yes	09/2011	Mar 31, 2026	Mar 31, 2026
BLIGH, BRUCE, WELLINGTON	MANAGING DIRECTOR	C	yes	09/2011	Mar 31, 2026	Mar 31, 2026
GRAY, ELDRIDGE, FULLER	MANAGING DIRECTOR	D	yes	09/2011	Mar 31, 2026	Mar 31, 2026
GRAY, ELDRIDGE, FULLER AND BASTANI, ALI, KEVIN AS	GENERAL PARTNER	Na	yes	09/2011	Mar 31, 2026	Mar 31, 2026
TEPPER, LESLEY, ANNE V	CHIEF COMPLIANCE OFFICER / GENERAL COUNSEL	Na	yes	01/2021	Mar 31, 2026	Mar 31, 2026
WYMAN, CHARLES, OWEN TALLANT	MANAGING DIRECTOR	Na	yes	01/2019	Mar 31, 2026	Mar 31, 2026
ALI KEVIN BASTANI AND SHALINI LAL BASTANI AS CO-TRUSTEES OF THE OLD NORTH TRUST DTD 11/1/2016	LIMITED PARTNER	B	yes	09/2020	Mar 30, 2021	Mar 29, 2024
BASTANI, ALI, KEVIN	Trustee	F	yes	09/2020	Mar 29, 2012	Mar 29, 2024
BASTANI, ALI, KEVIN	MANAGING MEMBER	D	yes	09/2011	Mar 29, 2012	Mar 29, 2024
BASTANI, SHALINI, LAL	Trustee	F	yes	09/2020	Mar 30, 2021	Mar 29, 2024
BLIGH, BRUCE, WELLINGTON	Trustee	F	yes	01/2006	Apr 1, 2013	Mar 29, 2024
BLIGH, BRUCE, WELLINGTON AND BLIGH, KELLY, ANN AS CO-TRUSTEES OF BLIGH FAMILY TRUST	LIMITED PARTNER	C	yes	12/2012	May 12, 2023	Mar 29, 2024
BLIGH, KELLY, ANN	Trustee	F	yes	01/2006	May 12, 2023	Mar 29, 2024
GRAY, ELDRIDGE, FULLER	MANAGING MEMBER	D	yes	09/2011	Mar 29, 2012	Mar 29, 2024
GRAY, ELDRIDGE, FULLER	GENERAL PARTNER	F	yes	12/2012	Mar 29, 2012	Mar 29, 2024
GRAY, ELDRIDGE, FULLER AND BASTANI, ALI, KEVIN AS MANAGING MEMBERS OF BLACKOAK, GP LLC	GENERAL PARTNER	Na	yes	09/2011	Mar 25, 2024	Mar 29, 2024
GRAY, ELDRIDGE, FULLER AND GRAY, KIRSTEN, LOFT AS GENERAL PARTNERS OF SPROCKETCAL PECK ONE, LP	LIMITED PARTNER	C	yes	12/2012	Mar 25, 2024	Mar 29, 2024
GRAY, KIRSTEN, LOFT	GENERAL PARTNER	F	yes	12/2012	Mar 30, 2016	Mar 29, 2024
HEUER, WILLIAM, HENRY	Manager	F	yes	01/2022	Mar 25, 2022	Mar 29, 2024
WYMAN, CHARLES, OWEN TALLANT	Trustee	F	yes	07/2004	Apr 1, 2013	Mar 29, 2024
WYMAN, MEGAN, PICKETT	Trustee	F	yes	07/2004	May 12, 2023	Mar 29, 2024
BRUCE WELLINGTON BLIGH AS MANAGER OF THE BGT	LIMITED PARTNER	B	no	06/2025	Mar 31, 2026	Mar 31, 2026
LEE, BRIAN, HANWEI	LIMITED PARTNER	Na	no	12/2012	Mar 31, 2026	Mar 31, 2026
WILLIAM HENRY HEUER AS MANAGER OF THE BGT INVESTMENT OFFICE LLC	LIMITED PARTNER	B	no	01/2022	May 12, 2023	Mar 29, 2024
WYMAN, CHARLES, OWEN TALLANT AND WYMAN, MEGAN, PICKETT AS CO-TRUSTEES OF CHARLES AND MEGAN WYMAN TRUST	LIMITED PARTNER	Na	no	12/2012	May 12, 2023	Mar 29, 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
SEVEN POST TRUST COMPANY	n/a	n/a	n/a	Y	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

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$9.6B	$9.2B	22	14	0	n/a	n/a
2024	Mar 25, 2025	$8.4B	$8.0B	21	14	0	n/a	n/a
2023	Mar 25, 2024	$7.5B	$7.1B	21	14	0	n/a	n/a
2022	Mar 29, 2023	$6.7B	$6.4B	21	14	0	n/a	n/a
2021	Mar 25, 2022	$6.9B	$6.6B	20	12	0	n/a	n/a
2020	Mar 30, 2021	$6.1B	$5.7B	19	12	0	n/a	n/a
2019	Mar 30, 2020	$5.2B	$4.9B	18	11	0	n/a	n/a
2018	Mar 29, 2019	$4.5B	$4.3B	16	11	0	n/a	n/a
2017	Mar 29, 2018	$4.7B	$4.4B	17	11	0	n/a	n/a
2016	Mar 31, 2017	$4.2B	$3.9B	17	10	n/a	n/a	n/a
2015	Mar 30, 2016	$4.2B	$3.8B	14	9	n/a	n/a	n/a
2014	Mar 31, 2015	$4.0B	$3.6B	13	11	n/a	n/a	n/a
2013	Mar 31, 2014	$3.8B	$3.4B	13	10	n/a	n/a	n/a
2012	Apr 1, 2013	$3.2B	$2.8B	13	13	n/a	n/a	n/a
2011	Mar 29, 2012	$2.8B	$2.7B	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
0	0	0	0.0%	0	0	0	2	0

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	$9.6B	$8.4B	14.9%	$6.7B	12.5%	22	21	0	0

Relationships

Registered with (15)

← ELDRIDGE FULLER GRAYAdvisorregistration: current employment
Jan 5, 2026 to presentfactForm ADV
← DANIEL ALFORD FEDDERAdvisorregistration: current employment
Oct 27, 2025 to presentfactForm ADV
← BRUCE WELLINGTON BLIGHAdvisorregistration: current employment
Jan 1, 2025 to presentfactForm ADV
← ERIC MATTHEW ALLBINAdvisorregistration: current employment
Jan 1, 2025 to presentfactForm ADV
← JUSTIN MICHAEL BROOKSAdvisorregistration: current employment
Feb 29, 2024 to presentfactForm ADV
← ASHLEY NICOLE MONKAdvisorregistration: current employment
May 25, 2022 to presentfactForm ADV
← KELSEY WIEGMANN ELLISAdvisorregistration: previous registration
Nov 15, 2012 to Apr 21, 2017factForm ADV
← Evan Hanover EpsteinAdvisorregistration: current employment
Jan 21, 2020 to presentfactForm ADV
← LIZANINA A LUCEROAdvisorregistration: current employment
Feb 8, 2019 to presentfactForm ADV
← Christopher Lynton HurtadoAdvisorregistration: current employment
Jun 27, 2018 to presentfactForm ADV
← EMILY LADD DURANAdvisorregistration: current employment
Jan 2, 2018 to presentfactForm ADV
← CHARLES OWEN TALLANT WYMANAdvisorregistration: current employment
Sep 19, 2011 to presentfactForm ADV
← BRIAN HANWEI LEEAdvisorregistration: current employment
Sep 19, 2011 to presentfactForm ADV
← ALI KEVIN BASTANIAdvisorregistration: current employment
Sep 8, 2011 to presentfactForm ADV
← Kellen Joseph SchmitzAdvisorregistration: previous registration
Nov 7, 2016 to Jan 6, 2021factForm ADV

Controls (15)

← GRAY, ELDRIDGE, FULLEROwnerMANAGING MEMBER, ownership code D, individual
Mar 29, 2012 to Mar 29, 2024factForm ADV
← BLIGH, BRUCE, WELLINGTONOwnerTRUSTEE, ownership code F, individual
Apr 1, 2013 to Mar 29, 2024factForm ADV
← WYMAN, CHARLES, OWEN TALLANTOwnerTRUSTEE, ownership code F, individual
Apr 1, 2013 to Mar 29, 2024factForm ADV
← BASTANI, ALI, KEVINOwnerTRUSTEE, ownership code F, individual
Mar 29, 2012 to Mar 29, 2024factForm ADV
← ALLBIN, ERIC, MATTHEWOwnerMANAGING DIRECTOR, ownership code NA, individual
Apr 1, 2013 to Mar 29, 2024factForm ADV
← TEPPER, LESLEY, ANNE VOwnerCHIEF COMPLIANCE OFFICER / GENERAL COUNSEL, ownership code NA, individual
Mar 11, 2021 to Mar 29, 2024factForm ADV
← GRAY, KIRSTEN, LOFTOwnerGENERAL PARTNER, ownership code F, individual
Mar 30, 2016 to Mar 29, 2024factForm ADV
← BASTANI, SHALINI, LALOwnerTRUSTEE, ownership code F, individual
Mar 30, 2021 to Mar 29, 2024factForm ADV
← HEUER, WILLIAM, HENRYOwnerMANAGER, ownership code F, individual
Mar 25, 2022 to Mar 29, 2024factForm ADV
← ALI KEVIN BASTANI AND SHALINI LAL BASTANI AS CO-TRUSTEES OF THE OLD NORTH TRUST DTD 11/1/2016OwnerLIMITED PARTNER, ownership code B, domestic entity
Mar 30, 2021 to Mar 29, 2024factForm ADV
← BLIGH, BRUCE, WELLINGTON AND BLIGH, KELLY, ANN AS CO-TRUSTEES OF BLIGH FAMILY TRUSTOwnerLIMITED PARTNER, ownership code C, domestic entity
May 12, 2023 to Mar 29, 2024factForm ADV
← BLIGH, KELLY, ANNOwnerTRUSTEE, ownership code F, individual
May 12, 2023 to Mar 29, 2024factForm ADV
← GRAY, ELDRIDGE, FULLER AND BASTANI, ALI, KEVIN AS MANAGING MEMBERS OF BLACKOAK, GP LLCOwnerGENERAL PARTNER, ownership code NA, domestic entity
Mar 25, 2024 to Mar 29, 2024factForm ADV
← GRAY, ELDRIDGE, FULLER AND GRAY, KIRSTEN, LOFT AS GENERAL PARTNERS OF SPROCKETCAL PECK ONE, LPOwnerLIMITED PARTNER, ownership code C, domestic entity
Mar 25, 2024 to Mar 29, 2024factForm ADV
← WYMAN, MEGAN, PICKETTOwnerTRUSTEE, ownership code F, individual
May 12, 2023 to Mar 29, 2024factForm ADV

Owns (3)

← LEE, BRIAN, HANWEIOwnerLIMITED PARTNER, ownership code NA, individual
Apr 1, 2013 to Mar 29, 2024factForm ADV
← WILLIAM HENRY HEUER AS MANAGER OF THE BGT INVESTMENT OFFICE LLCOwnerLIMITED PARTNER, ownership code B, domestic entity
May 12, 2023 to Mar 29, 2024factForm ADV
← WYMAN, CHARLES, OWEN TALLANT AND WYMAN, MEGAN, PICKETT AS CO-TRUSTEES OF CHARLES AND MEGAN WYMAN TRUSTOwnerLIMITED PARTNER, ownership code NA, domestic entity
May 12, 2023 to Mar 29, 2024factForm ADV

Dated events

Occurred
May 12, 2023
Control person left
Kelly Bligh (Trustee) no longer on Schedule A of Seven Post Investment Office Lp (listed 2023-03-29, absent 2023-05-12)
Form ADVobserved 5 days ago
Occurred
May 12, 2023
Control person left
Megan P Wyman (Trustee) no longer on Schedule A of Seven Post Investment Office Lp (listed 2023-03-29, absent 2023-05-12)
Form ADVobserved 5 days ago
Occurred
May 12, 2023
Control person joined
Ann Kelly Bligh (Trustee) appeared on Schedule A of Seven Post Investment Office Lp
Form ADVobserved 5 days ago
Occurred
May 12, 2023
Control person joined
Pickett Megan Wyman (Trustee) appeared on Schedule A of Seven Post Investment Office Lp
Form ADVobserved 5 days ago
Occurred
Mar 25, 2022
Control person joined
Henry William Heuer (Manager) appeared on Schedule A of Seven Post Investment Office Lp
Form ADVobserved 5 days ago
Occurred
Mar 25, 2022
Control person left
Ramin Bastani (Manager) no longer on Schedule A of Seven Post Investment Office Lp (listed 2021-03-30, absent 2022-03-25)
Form ADVobserved 5 days ago
Occurred
Mar 30, 2021
Control person joined
Lal Shalini Bastani (Trustee) appeared on Schedule A of Seven Post Investment Office Lp
Form ADVobserved 5 days ago
Occurred
Mar 11, 2021
Control person joined
Anne V Lesley Tepper (Chief Compliance Officer / General Counsel) appeared on Schedule A of Seven Post Investment Office Lp
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4d9e4d7c-6a85-8d17-818e-a69e7640b51c
First observed: Mar 29, 2012
Last observed: Mar 31, 2026 5 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.

SEVEN POST INVESTMENT OFFICE LP

CRD 157435

SAN FRANCISCO, CA

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:4d9e4d7c-6a85-8d17-818e-a69e7640b51c

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:17 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ALI KEVIN BASTANI

n/a

SAN FRANCISCO, CA

n/a

CHARLES OWEN TALLANT WYMAN

n/a

SAN FRANCISCO, CA

n/a

BRIAN HANWEI LEE

n/a

SAN FRANCISCO, CA

n/a

EMILY LADD DURAN

Certified Financial Planner

SAN FRANCISCO, CA

n/a

Christopher Lynton Hurtado

n/a

SAN FRANCISCO, CA

n/a

LIZANINA A LUCERO

n/a

SAN FRANCISCO, CA

Evan Hanover Epstein

n/a

San Francisco, CA

n/a

KELSEY WIEGMANN ELLIS

n/a

SAN FRANCISCO, CA | BASALT, CO

ASHLEY NICOLE MONK

n/a

SAN FRANCISCO, CA

JUSTIN MICHAEL BROOKS

n/a

SAN FRANCISCO, CA

BRUCE WELLINGTON BLIGH

n/a

SAN FRANCISCO, CA | GREENWICH, CT

n/a

ERIC MATTHEW ALLBIN

Certified Financial Planner

SAN FRANCISCO, CA

DANIEL ALFORD FEDDER

n/a

SAN FRANCISCO, CA

n/a

ELDRIDGE FULLER GRAY

n/a

SAN FRANCISCO, CA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ALLBIN, ERIC, MATTHEW

MANAGING DIRECTOR

yes

01/2019

Mar 31, 2026

BASTANI, ALI, KEVIN

MANAGING DIRECTOR

yes

09/2011

Mar 31, 2026

BLIGH, BRUCE, WELLINGTON

MANAGING DIRECTOR

yes

09/2011

Mar 31, 2026

GRAY, ELDRIDGE, FULLER

MANAGING DIRECTOR

yes

09/2011

Mar 31, 2026

GRAY, ELDRIDGE, FULLER AND BASTANI, ALI, KEVIN AS

GENERAL PARTNER

yes

09/2011

Mar 31, 2026

TEPPER, LESLEY, ANNE V

CHIEF COMPLIANCE OFFICER / GENERAL COUNSEL

yes

01/2021

Mar 31, 2026

WYMAN, CHARLES, OWEN TALLANT

MANAGING DIRECTOR

yes

01/2019

Mar 31, 2026

ALI KEVIN BASTANI AND SHALINI LAL BASTANI AS CO-TRUSTEES OF THE OLD NORTH TRUST DTD 11/1/2016

LIMITED PARTNER

yes

09/2020

Mar 30, 2021

Mar 29, 2024

BASTANI, ALI, KEVIN

Trustee

yes

09/2020

Mar 29, 2012

Mar 29, 2024

BASTANI, ALI, KEVIN

MANAGING MEMBER

yes

09/2011

Mar 29, 2012

Mar 29, 2024

BASTANI, SHALINI, LAL

Trustee

yes

09/2020

Mar 30, 2021

Mar 29, 2024

BLIGH, BRUCE, WELLINGTON

Trustee

yes

01/2006

Apr 1, 2013

Mar 29, 2024

BLIGH, BRUCE, WELLINGTON AND BLIGH, KELLY, ANN AS CO-TRUSTEES OF BLIGH FAMILY TRUST

LIMITED PARTNER

yes

12/2012

May 12, 2023

Mar 29, 2024

BLIGH, KELLY, ANN

Trustee

yes

01/2006

May 12, 2023

Mar 29, 2024

GRAY, ELDRIDGE, FULLER

MANAGING MEMBER

yes

09/2011

Mar 29, 2012

Mar 29, 2024

GRAY, ELDRIDGE, FULLER

GENERAL PARTNER

yes

12/2012

Mar 29, 2012

Mar 29, 2024

GRAY, ELDRIDGE, FULLER AND BASTANI, ALI, KEVIN AS MANAGING MEMBERS OF BLACKOAK, GP LLC

GENERAL PARTNER

yes

09/2011

Mar 25, 2024

Mar 29, 2024

GRAY, ELDRIDGE, FULLER AND GRAY, KIRSTEN, LOFT AS GENERAL PARTNERS OF SPROCKETCAL PECK ONE, LP

LIMITED PARTNER

yes

12/2012

Mar 25, 2024

Mar 29, 2024

GRAY, KIRSTEN, LOFT

GENERAL PARTNER

yes

12/2012

Mar 30, 2016

Mar 29, 2024

HEUER, WILLIAM, HENRY

Manager

yes

01/2022

Mar 25, 2022

Mar 29, 2024

WYMAN, CHARLES, OWEN TALLANT

Trustee

yes

07/2004

Apr 1, 2013

Mar 29, 2024

WYMAN, MEGAN, PICKETT

Trustee

yes

07/2004

May 12, 2023

Mar 29, 2024

BRUCE WELLINGTON BLIGH AS MANAGER OF THE BGT

LIMITED PARTNER

06/2025

Mar 31, 2026

LEE, BRIAN, HANWEI

LIMITED PARTNER

12/2012

Mar 31, 2026

WILLIAM HENRY HEUER AS MANAGER OF THE BGT INVESTMENT OFFICE LLC

LIMITED PARTNER

01/2022

May 12, 2023

Mar 29, 2024

WYMAN, CHARLES, OWEN TALLANT AND WYMAN, MEGAN, PICKETT AS CO-TRUSTEES OF CHARLES AND MEGAN WYMAN TRUST

LIMITED PARTNER

12/2012

May 12, 2023

Mar 29, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

SEVEN POST TRUST COMPANY

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$9.6B

$9.2B

n/a

2024

Mar 25, 2025

$8.4B

$8.0B

n/a

2023

Mar 25, 2024

$7.5B

$7.1B

n/a

2022

Mar 29, 2023

$6.7B

$6.4B

n/a

2021

Mar 25, 2022

$6.9B

$6.6B

n/a

2020

Mar 30, 2021

$6.1B

$5.7B

n/a

2019

Mar 30, 2020

$5.2B

$4.9B

n/a

2018

Mar 29, 2019

$4.5B

$4.3B

n/a

2017

Mar 29, 2018

$4.7B

$4.4B

n/a

2016

Mar 31, 2017

$4.2B

$3.9B

n/a

2015

Mar 30, 2016

$4.2B

$3.8B

n/a

2014

Mar 31, 2015

$4.0B

$3.6B

n/a

2013

Mar 31, 2014

$3.8B

$3.4B

n/a

2012

Apr 1, 2013

$3.2B

$2.8B

n/a

2011

Mar 29, 2012

$2.8B

$2.7B

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

$9.6B

$8.4B

14.9%

$6.7B

12.5%