BAMCO, INC.
Firm details
- Headquarters
- New York, New York
- CRD number
- 110789
- Registered since
- March 6, 1987
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies98.86%
- Pooled Investment Vehicles1.02%
- Other0.12%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Bamco, Inc. is a corporation registered with the SEC since 1987 that provides portfolio management primarily to institutional clients. Its advisory work focuses on managing portfolios for investment companies and for pooled investment vehicles; the firm charges fees as a percentage of assets under management. Bamco is not positioned as an active ESG investor, is not a multi-state adviser, and does not present itself as a pension consultant or capital allocator. The firm maintains industry relationships that include broker-dealer activity, functioning as an additional investment adviser, and acting as sponsor/GP or managing member of pooled investment vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities85%
- Non-Exchange Traded Equities14%
- Cash & Cash Equivalents1%
Owners & executives
3 of 3LOUIS BEASLEY
Associate Partner, Chief Compliance OfficerCRD 3156061
KRISTINE TREGLIA
Vice President and Chief Legal OfficerCRD 6384500
RONALD BARON
Chairman, Chief Executive Officer, and Portfolio ManagerCRD 13187
Contacts
3 of 7SUSAN ROBBINS
Vice PresidentCRD 840688
DAVID BARON
Vice PresidentCRD 3245808
PATRICK PATALINO
Executive Vice President & General CounselCRD 4481185
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 767 5th Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
COPENHAGEN INFRASTRUCTURE PARTNERS INC.
RIANew York, NY
EQT PARTNERS INC.
RIANew York, NY
D1 CAPITAL PARTNERS L.P.
RIANew York, NY
IFM INVESTORS (US) ADVISOR, LLC
RIANew York, NY
LINDEN ADVISORS LP
RIANew York, NY
CERITY PARTNERS RETIREMENT PLAN CONSULTANTS
RIANew York, NY