Bamco, INC.
New York, NY·SEC-registered · CRD #110789
Bamco, INC. is an SEC-registered investment advisory firm in New York, NY managing $40B across 45 client accounts, with 41 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$40B
Client accounts
45
Advisory staff
41
Fee model
Fee-only
How Bamco, INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Bamco, INC.
How much does Bamco, INC. manage?
Per its most recent SEC Form ADV filing (05/27/2026), Bamco, INC. reports $40B in regulatory assets under management across roughly 45 client accounts.
How does Bamco, INC. charge?
Bamco, INC. is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Bamco, INC. a fiduciary?
Yes. Bamco, INC. is registered with the U.S. Securities and Exchange Commission (CRD #110789), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Bamco, INC. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Bamco, INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Bamco, INC.'s public SEC Form ADV filing (CRD #110789, filed 05/27/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Bamco, INC.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Bamco, INC.? Claim this profile.