Bamco, Inc.
- Regulatory AUM
- $39.5B
- Discretionary
- $39.5B
- Clients
- 45
- Avg AUM / client
- $878M
- Accounts
- 45
- Employees
- 221
AUM over time
Annual snapshots from Form ADV filings · as of May 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 25 | $39.1B | 98.9% |
| Pooled investment vehicles (non-investment companies) | 11 | $403M | 1.02% |
| Other | 9 | $48.5M | 0.12% |
People (12)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Baron, Ronald, Stephen | Chairman & Ceo | Jan 1987 (40y) | Less than 5% | |
| Martinson, Linda, S | Director | Jan 1987 (40y) | Less than 5% | |
| Robbins, Susan, Jan | Director & Vice President | Jan 1987 (40y) | Less than 5% | |
| Wong, Peggy, C | Director | Jun 1987 (39y) | Less than 5% | |
| Patalino, Patrick, Michael | Vice President, General Counsel & Secretary | Aug 2007 (19y) | Less than 5% | |
| Nagler, Anita, Marie | Director | Feb 2008 (19y) | Less than 5% | |
| Beasley, Louis, Barrett | Chief Compliance Officer | Sep 2014 (12y) | Less than 5% | |
| Baron, David, Robert | Director & Vice President | Jul 2017 (9y) | Less than 5% | |
| Baron, Michael, R. | Director & Vice President | Jul 2017 (9y) | Less than 5% | |
| Stern, Rachel, Rebecca | Director, Sr. Vice President & Chief Operating Officer | Apr 2018 (8y) | Less than 5% | |
| Greenberg, Clifford | Director & Senior Vice President & Co Cio | Feb 2020 (7y) | Less than 5% | |
| Peck, Andrew, Joshua | Director, Senior Vice President & Co Cio | Feb 2020 (7y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Baron Capital Group, Inc. | Shareholder | Jan 1987 | A | 75% or more |
| Bronstein, Richard | Director | Jul 2017 | A | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/27/2026 | 1.21 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 27, 2026.
View current Form ADV (SEC/IAPD) ↗