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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 10b 100b

WINTON CAPITAL MANAGEMENT LTD.

CRD 130566

LONDON

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:d563eee7-31db-4b10-6ea8-d523e6c33e85

Data as of Aug 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:02 AM UTC and rebuilt at most every 15 minutes.

Relationships: 33
Dated events: 9
On other graphs: 0
Observed: Feb 9, 2012 to Aug 10, 2026
68 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=0.07 fund_share=0.9 institutional_share=0.04 related_bd=false related_bank=true bd_reps=2.0
Regulatory AUM: $12BItem 5.F on the latest filing (2026-08-10); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $12B
Private client RAUM: $775MderivedItem 5.D individuals plus high net worth individuals
Private client share: 7%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 149
Advisory employees: 32
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 38
Private funds: 20Schedule D 7.B(1)
Custody, client assets: $0
SEC number: 801-73223
CIK: 1456098
CRD: 130566
Filings on the tape: 68
First filed: Feb 9, 2012
Latest filed: Aug 10, 2026
Organised: Other (specify)

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
WINTON ACCESS FUND 3 LIMITED	Hedge Fund	$1.3B	Aug 20, 2024	3	Mar 27, 2020	reported	021-361743
THE WINTON MASTER FUND LIMITED	Hedge Fund	$1.0B	Aug 20, 2024	161	Feb 9, 2012	reported	021-180733
ALTERNATIVE MARKETS TRADING PORTFOLIO LIMITED	Hedge Fund	$521M	Aug 20, 2024	12	Nov 21, 2019	reported	021-348943
WINTON UCITS FUNDS PLC	Other Private Fund	$421M	Dec 1, 2014	45	Feb 9, 2012	dropped	n/a
WINTON GLOBAL EQUITY FUND, A SUB FUND OF WINTON UCITS ICAV	Other Private Fund	$419M	Oct 8, 2018	48	Mar 30, 2016	dropped	021-259819
WINTON RIO GRANDE FUND LP	Hedge Fund	$243M	Feb 10, 2021	2	Jul 13, 2016	dropped	021-264813
THE WINTON EVOLUTION FUND	Hedge Fund	$222M	Jun 17, 2014	35	Feb 9, 2012	dropped	021-204551
WINTON SYSTEMATIC UNIVERSAL MOMENTUM MASTER FUND LIMITED	Hedge Fund	$197M	Aug 20, 2024	15	Feb 10, 2021	reported	n/a
WINTON CASH MANAGEMENT PORTFOLIO SP	Other Private Fund	$172M	Aug 20, 2024	8	Mar 30, 2022	reported	021-484345
WINTON DIVERSIFIED MACRO FUND SP	Hedge Fund	$145M	Aug 20, 2024	5	Aug 23, 2023	reported	n/a
WINTON CHINA QUANTITATIVE MASTER FUND LIMITED	Hedge Fund	$143M	Aug 20, 2024	3	Jul 13, 2021	reported	n/a
WINTON DIVERSIFIED MACRO MASTER FUND LIMITED	Hedge Fund	$120M	Aug 20, 2024	4	Jul 27, 2012	reported	n/a
WINTON CHINA QUANTITATIVE FUND LIMITED	Hedge Fund	$96.1M	Aug 20, 2024	6	Nov 29, 2023	reported	021-420408
WINTON ACCESS FUND 2 LIMITED	Hedge Fund	$54.8M	Aug 20, 2024	1	Nov 21, 2019	reported	021-348946
WINTON ACCESS FUND 4 LIMITED	Hedge Fund	$49.7M	Aug 20, 2024	3	Mar 28, 2024	reported	n/a
WINTON TREND 2X TRADING PORTFOLIO SP	Hedge Fund	$33.5M	Aug 20, 2024	1	Aug 20, 2024	reported	n/a
THE WINTON MASTER FUND (ENHANCED) SPC	Hedge Fund	$33.4M	Aug 20, 2024	18	Jul 24, 2014	reported	021-312699
CAVENDISH SYSTEMATIC FUND	Hedge Fund	$21.7M	Feb 10, 2021	0	Sep 25, 2017	dropped	021-294093
THE WINTON TREND MASTER FUND LIMITED	Hedge Fund	$21.0M	Aug 20, 2024	7	Mar 28, 2019	reported	021-30618
WINTON ALTERNATIVE MARKETS FUND SP	Hedge Fund	$19.2M	Aug 20, 2024	3	Mar 30, 2022	reported	n/a
WTN FA DIVERSIFIED FUTURES FUND (US) L.P.	Hedge Fund	$17.1M	Aug 20, 2024	35	Feb 28, 2024	reported	021-466738
WINTON DIVERSIFIED MACRO FUND (US) L.P.	Hedge Fund	$13.7M	Aug 20, 2024	5	Feb 28, 2024	reported	021-180732
WINTON ALTERNATIVE MARKETS FUND LP	Hedge Fund	$5.3M	Aug 20, 2024	4	Aug 23, 2023	reported	021-484348
WINTON DIVERSIFIED INSTITUTIONAL MASTER FUND	Hedge Fund	$0	Mar 27, 2020	0	Nov 25, 2016	dropped	021-274464

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
HARDING, DAVID, WINTON	Director	Na	yes	02/1997	Feb 9, 2012	Aug 20, 2024
HARDING, DAVID, WINTON	Director	D	yes	01/2014	Feb 9, 2012	Aug 20, 2024
JUDES, SIMON	CO-CHIEF INVESTMENT OFFICER	Na	yes	06/2020	Jun 2, 2020	Aug 20, 2024
RENTOUL, AMY, BRIGID ANN	Director	Na	yes	01/2014	Feb 10, 2014	Aug 20, 2024
Saunders, Nicholas, James	DIRECTOR, CHIEF OPERATING OFFICER	Na	yes	12/2016	Mar 30, 2017	Aug 20, 2024
SCHMITZ, CARSTEN, JOERG	CO-CHIEF INVESTMENT OFFICER	Na	yes	06/2020	Jun 2, 2020	Aug 20, 2024
WINTON GROUP LIMITED	HOLDING COMPANY	E	yes	01/2014	Sep 16, 2016	Aug 20, 2024
WAGHORN, ADAM, PETER	CHIEF COMPLIANCE OFFICER	Na	no	10/2017	Oct 27, 2017	Aug 20, 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
WINTON CAPITAL (CAYMAN) LIMITED	n/a	n/a	n/a	N	yes	n/a
WINTON CAPITAL ASIA LTD	n/a	n/a	n/a	N	yes	n/a
WINTON CAPITAL AUSTRALIA PTY LTD	n/a	n/a	n/a	N	yes	n/a
WINTON CAPITAL MANAGEMENT LIMITED (ADGM BRANCH)	n/a	n/a	n/a	Y	no	n/a
WINTON CAPITAL US LLC	n/a	n/a	n/a	N	yes	n/a
WINTON FUND MANAGEMENT IRELAND DAC	n/a	n/a	n/a	N	yes	n/a
WINTON GP SERVICES (CAYMAN) LTD	n/a	n/a	n/a	N	yes	n/a
WINTON INVESTMENT MANAGEMENT (SHANGHAI) CO. ,LTD	n/a	n/a	n/a	N	yes	n/a

Offices

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

City	State	Country	Employees	Also broker-dealer
HENLEY ON THAMES	n/a	United Kingdom	6	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	Mar 27, 2026	$12B	$12B	149	32	1	19	n/a
2024	Mar 31, 2025	$10B	$10B	146	35	1	18	n/a
2023	Mar 28, 2024	$7.8B	$7.8B	142	32	1	17	$4.0B
2022	Mar 31, 2023	$7.0B	$7.0B	146	29	1	11	$2.4B
2021	Mar 30, 2022	$6.0B	$6.0B	127	20	1	11	$2.2B
2020	Mar 30, 2021	$5.6B	$5.6B	174	20	0	8	$2.6B
2019	Mar 27, 2020	$19B	$19B	202	20	0	10	$11B
2018	Mar 28, 2019	$19B	$19B	223	12	0	5	$5.8B
2017	Mar 26, 2018	$18B	$18B	279	12	0	2	$733M
2016	Mar 30, 2017	$21B	$21B	393	13	n/a	2	$1.2B
2015	Mar 30, 2016	$25B	$25B	347	17	n/a	1	$1.1B
2014	Mar 30, 2015	$18B	$18B	316	18	n/a	n/a	n/a
2013	Mar 28, 2014	$13B	$13B	277	21	n/a	5	$11B
2012	Mar 28, 2013	$11B	$11B	277	22	n/a	5	$10B

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	$12B	$10B	15.1%	$7.0B	18.7%	149	146	0	1

Relationships

Advises (24)

→ WINTON CHINA QUANTITATIVE MASTER FUND LIMITEDPrivate fundHedge Fund, IA
Jul 13, 2021 to presentfactForm ADV
→ THE WINTON MASTER FUND LIMITEDPrivate fundHedge Fund, IA
Feb 9, 2012 to presentfactForm ADV
→ THE WINTON TREND MASTER FUND LIMITEDPrivate fundHedge Fund, IA
Mar 28, 2019 to presentfactForm ADV
→ WINTON DIVERSIFIED MACRO MASTER FUND LIMITEDPrivate fundHedge Fund, IA
Jul 27, 2012 to presentfactForm ADV
→ THE WINTON MASTER FUND (ENHANCED) SPCPrivate fundHedge Fund, IA
Jul 24, 2014 to presentfactForm ADV
→ ALTERNATIVE MARKETS TRADING PORTFOLIO LIMITEDPrivate fundHedge Fund, IA
Nov 21, 2019 to presentfactForm ADV
→ WINTON DIVERSIFIED MACRO FUND (US) L.P.Private fundHedge Fund, IA
Feb 28, 2024 to presentfactForm ADV
→ WTN FA DIVERSIFIED FUTURES FUND (US) L.P.Private fundHedge Fund, IA
Feb 28, 2024 to presentfactForm ADV
→ WINTON SYSTEMATIC UNIVERSAL MOMENTUM MASTER FUND LIMITEDPrivate fundHedge Fund, IA
Feb 10, 2021 to presentfactForm ADV
→ WINTON ALTERNATIVE MARKETS FUND SPPrivate fundHedge Fund, IA
Mar 30, 2022 to presentfactForm ADV
→ WINTON DIVERSIFIED MACRO FUND SPPrivate fundHedge Fund, IA
Aug 23, 2023 to presentfactForm ADV
→ WINTON ACCESS FUND 2 LIMITEDPrivate fundHedge Fund, IA
Nov 21, 2019 to presentfactForm ADV
→ WINTON CHINA QUANTITATIVE FUND LIMITEDPrivate fundHedge Fund, IA
Nov 29, 2023 to presentfactForm ADV
→ WINTON CASH MANAGEMENT PORTFOLIO SPPrivate fundOther Private Fund, IA
Mar 30, 2022 to presentfactForm ADV
→ WINTON ACCESS FUND 3 LIMITEDPrivate fundHedge Fund, IA
Mar 27, 2020 to presentfactForm ADV
→ WINTON ACCESS FUND 4 LIMITEDPrivate fundHedge Fund, IA
Mar 28, 2024 to presentfactForm ADV
→ WINTON TREND 2X TRADING PORTFOLIO SPPrivate fundHedge Fund, IA
Aug 20, 2024 to presentfactForm ADV
→ WINTON ALTERNATIVE MARKETS FUND LPPrivate fundHedge Fund, IA
Aug 23, 2023 to presentfactForm ADV
→ WINTON RIO GRANDE FUND LPPrivate fundHedge Fund, IA, no longer reported
Jul 13, 2016 to Feb 10, 2021factForm ADV
→ CAVENDISH SYSTEMATIC FUNDPrivate fundHedge Fund, IA, no longer reported
Sep 25, 2017 to Feb 10, 2021factForm ADV
→ WINTON DIVERSIFIED INSTITUTIONAL MASTER FUNDPrivate fundHedge Fund, IA, no longer reported
Nov 25, 2016 to Mar 27, 2020factForm ADV
→ WINTON GLOBAL EQUITY FUND, A SUB FUND OF WINTON UCITS ICAVPrivate fundOther Private Fund, IA, no longer reported
Mar 30, 2016 to Oct 8, 2018factForm ADV
→ WINTON UCITS FUNDS PLCPrivate fundOther Private Fund, IA, no longer reported
Feb 9, 2012 to Dec 1, 2014factForm ADV
→ THE WINTON EVOLUTION FUNDPrivate fundHedge Fund, IA, no longer reported
Feb 9, 2012 to Jun 17, 2014factForm ADV

Affiliated with (1)

← WINTON CAPITAL US LLCRegistered adviserother investment adviser, bank, common control
factForm ADV

Controls (6)

← HARDING, DAVID, WINTONOwnerDIRECTOR, ownership code D, individual
Feb 9, 2012 to Aug 20, 2024factForm ADV
← RENTOUL, AMY, BRIGID ANNOwnerDIRECTOR, ownership code NA, individual
Feb 10, 2014 to Aug 20, 2024factForm ADV
← Saunders, Nicholas, JamesOwnerDIRECTOR, CHIEF OPERATING OFFICER, ownership code NA, individual
Mar 30, 2017 to Aug 20, 2024factForm ADV
← SCHMITZ, CARSTEN, JOERGOwnerCO-CHIEF INVESTMENT OFFICER, ownership code NA, individual
Jun 2, 2020 to Aug 20, 2024factForm ADV
← JUDES, SIMONOwnerCO-CHIEF INVESTMENT OFFICER, ownership code NA, individual
Jun 2, 2020 to Aug 20, 2024factForm ADV
← WINTON GROUP LIMITEDOwnerHOLDING COMPANY, ownership code E, foreign entity
Sep 16, 2016 to Aug 20, 2024factForm ADV

Owns (1)

← WAGHORN, ADAM, PETEROwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Oct 27, 2017 to Aug 20, 2024factForm ADV

Dated events

Occurred
Mar 31, 2025
Regulatory AUM changed
Winton Capital Management Ltd. reported RAUM $10.1B, up 29% from $7.8B (2024-08-20 to 2025-03-31)
Form ADVobserved 4 days ago
$2.3B
Occurred
May 4, 2021
Control person left
Neil Christopher Maynard (Chief Financial Officer) no longer on Schedule A of Winton Capital Management Ltd. (listed 2021-03-30, absent 2021-05-04)
Form ADVobserved 4 days ago
Occurred
Mar 30, 2021
Regulatory AUM changed
Winton Capital Management Ltd. reported RAUM $5.6B, down 71% from $19.2B (2021-02-10 to 2021-03-30)
Form ADVobserved 4 days ago
$-13.6B
Occurred
Jun 2, 2020
Control person joined
Joerg Schmitz Carsten (Co-Chief Investment Officer) appeared on Schedule A of Winton Capital Management Ltd.
Form ADVobserved 4 days ago
Occurred
Jun 2, 2020
Control person joined
Simon Judes (Co-Chief Investment Officer) appeared on Schedule A of Winton Capital Management Ltd.
Form ADVobserved 4 days ago
Occurred
Jun 2, 2020
Control person left
David Jonathan Duke (Co-Chief Investment Officer) no longer on Schedule A of Winton Capital Management Ltd. (listed 2020-03-27, absent 2020-06-02)
Form ADVobserved 4 days ago
Occurred
Nov 21, 2019
Control person joined
Neil Christopher Maynard (Chief Financial Officer) appeared on Schedule A of Winton Capital Management Ltd.
Form ADVobserved 4 days ago
Occurred
Nov 21, 2019
Control person left
Joe Timothy Davenport (Chief Financial Officer) no longer on Schedule A of Winton Capital Management Ltd. (listed 2019-08-07, absent 2019-11-21)
Form ADVobserved 4 days ago
Occurred
May 1, 2019
Control person left
James Andrew Moss (Director) no longer on Schedule A of Winton Capital Management Ltd. (listed 2019-03-28, absent 2019-05-01)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d563eee7-31db-4b10-6ea8-d523e6c33e85
First observed: Feb 9, 2012
Last observed: Aug 10, 2026 40 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.

WINTON CAPITAL MANAGEMENT LTD.

CRD 130566

LONDON

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:d563eee7-31db-4b10-6ea8-d523e6c33e85

Data as of Aug 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:02 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

WINTON ACCESS FUND 3 LIMITED

Hedge Fund

$1.3B

Aug 20, 2024

Mar 27, 2020

reported

021-361743

THE WINTON MASTER FUND LIMITED

Hedge Fund

$1.0B

Aug 20, 2024

161

Feb 9, 2012

reported

021-180733

ALTERNATIVE MARKETS TRADING PORTFOLIO LIMITED

Hedge Fund

$521M

Aug 20, 2024

Nov 21, 2019

reported

021-348943

WINTON UCITS FUNDS PLC

Other Private Fund

$421M

Dec 1, 2014

Feb 9, 2012

dropped

n/a

WINTON GLOBAL EQUITY FUND, A SUB FUND OF WINTON UCITS ICAV

Other Private Fund

$419M

Oct 8, 2018

Mar 30, 2016

dropped

021-259819

WINTON RIO GRANDE FUND LP

Hedge Fund

$243M

Feb 10, 2021

Jul 13, 2016

dropped

021-264813

THE WINTON EVOLUTION FUND

Hedge Fund

$222M

Jun 17, 2014

Feb 9, 2012

dropped

021-204551

WINTON SYSTEMATIC UNIVERSAL MOMENTUM MASTER FUND LIMITED

Hedge Fund

$197M

Aug 20, 2024

Feb 10, 2021

reported

n/a

WINTON CASH MANAGEMENT PORTFOLIO SP

Other Private Fund

$172M

Aug 20, 2024

Mar 30, 2022

reported

021-484345

WINTON DIVERSIFIED MACRO FUND SP

Hedge Fund

$145M

Aug 20, 2024

Aug 23, 2023

reported

n/a

WINTON CHINA QUANTITATIVE MASTER FUND LIMITED

Hedge Fund

$143M

Aug 20, 2024

Jul 13, 2021

reported

n/a

WINTON DIVERSIFIED MACRO MASTER FUND LIMITED

Hedge Fund

$120M

Aug 20, 2024

Jul 27, 2012

reported

n/a

WINTON CHINA QUANTITATIVE FUND LIMITED

Hedge Fund

$96.1M

Aug 20, 2024

Nov 29, 2023

reported

021-420408

WINTON ACCESS FUND 2 LIMITED

Hedge Fund

$54.8M

Aug 20, 2024

Nov 21, 2019

reported

021-348946

WINTON ACCESS FUND 4 LIMITED

Hedge Fund

$49.7M

Aug 20, 2024

Mar 28, 2024

reported

n/a

WINTON TREND 2X TRADING PORTFOLIO SP

Hedge Fund

$33.5M

Aug 20, 2024

reported

n/a

THE WINTON MASTER FUND (ENHANCED) SPC

Hedge Fund

$33.4M

Aug 20, 2024

Jul 24, 2014

reported

021-312699

CAVENDISH SYSTEMATIC FUND

Hedge Fund

$21.7M

Feb 10, 2021

Sep 25, 2017

dropped

021-294093

THE WINTON TREND MASTER FUND LIMITED

Hedge Fund

$21.0M

Aug 20, 2024

Mar 28, 2019

reported

021-30618

WINTON ALTERNATIVE MARKETS FUND SP

Hedge Fund

$19.2M

Aug 20, 2024

Mar 30, 2022

reported

n/a

WTN FA DIVERSIFIED FUTURES FUND (US) L.P.

Hedge Fund

$17.1M

Aug 20, 2024

Feb 28, 2024

reported

021-466738

WINTON DIVERSIFIED MACRO FUND (US) L.P.

Hedge Fund

$13.7M

Aug 20, 2024

Feb 28, 2024

reported

021-180732

WINTON ALTERNATIVE MARKETS FUND LP

Hedge Fund

$5.3M

Aug 20, 2024

Aug 23, 2023

reported

021-484348

WINTON DIVERSIFIED INSTITUTIONAL MASTER FUND

Hedge Fund

Mar 27, 2020

Nov 25, 2016

dropped

021-274464

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HARDING, DAVID, WINTON

Director

yes

02/1997

Feb 9, 2012

Aug 20, 2024

HARDING, DAVID, WINTON

Director

yes

01/2014

Feb 9, 2012

Aug 20, 2024

JUDES, SIMON

CO-CHIEF INVESTMENT OFFICER

yes

06/2020

Jun 2, 2020

Aug 20, 2024

RENTOUL, AMY, BRIGID ANN

Director

yes

01/2014

Feb 10, 2014

Aug 20, 2024

Saunders, Nicholas, James

DIRECTOR, CHIEF OPERATING OFFICER

yes

12/2016

Mar 30, 2017

Aug 20, 2024

SCHMITZ, CARSTEN, JOERG

CO-CHIEF INVESTMENT OFFICER

yes

06/2020

Jun 2, 2020

Aug 20, 2024

WINTON GROUP LIMITED

HOLDING COMPANY

yes

01/2014

Sep 16, 2016

Aug 20, 2024

WAGHORN, ADAM, PETER

CHIEF COMPLIANCE OFFICER

10/2017

Oct 27, 2017

Aug 20, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

WINTON CAPITAL (CAYMAN) LIMITED

n/a

yes

n/a

WINTON CAPITAL ASIA LTD

n/a

yes

n/a

WINTON CAPITAL AUSTRALIA PTY LTD

n/a

yes

n/a

WINTON CAPITAL MANAGEMENT LIMITED (ADGM BRANCH)

n/a

WINTON CAPITAL US LLC

n/a

yes

n/a

WINTON FUND MANAGEMENT IRELAND DAC

n/a

yes

n/a

WINTON GP SERVICES (CAYMAN) LTD

n/a

yes

n/a

WINTON INVESTMENT MANAGEMENT (SHANGHAI) CO. ,LTD

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

HENLEY ON THAMES

n/a

United Kingdom

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$12B

149

n/a

2024

Mar 31, 2025

$10B

146

n/a

2023

Mar 28, 2024

$7.8B

142

$4.0B

2022

Mar 31, 2023

$7.0B

146

$2.4B

2021

Mar 30, 2022

$6.0B

127

$2.2B

2020

Mar 30, 2021

$5.6B

174

$2.6B

2019

Mar 27, 2020

$19B

202

$11B

2018

Mar 28, 2019

$19B

223

$5.8B

2017

Mar 26, 2018

$18B

279

$733M

2016

Mar 30, 2017

$21B

393

n/a

$1.2B

2015

Mar 30, 2016

$25B

347

n/a

$1.1B

2014

Mar 30, 2015

$18B

316

n/a

2013

Mar 28, 2014

$13B

277

n/a

$11B

2012

Mar 28, 2013

$11B

277

n/a

$10B

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$12B

$10B

15.1%

$7.0B

18.7%

149

146