DBA: WESTERN ASSET MANAGEMENT COMPANY
| Total AUM | $184.99B |
| Discretionary | $181.38B98% of AUM |
| Non-Discretionary | $3.61B |
| Client Accounts | 31,897 |
| Avg Account Size | $5.8M |
| Employees | 137 |
| Peak AUM | $459.10BJun 2008 |
| AUM CAGR | +3.9% /yrover 25 yrs · 91 filings |
Total AUM
$185.0B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $185.0B | 38.1% | 22.8% | 13.8% | |
| Discretionary AUM | $181.4B | 38.4% | 22.8% | 13.8% | |
| Non-Disc. AUM | $3.6B | 20.3% | 24.6% | 12.8% | |
| Total Accounts | 32k | 13.3% | 5.1% | 0.0% | |
| Avg Account Size | $6M | 28.6% | 18.7% | 13.7% | |
| Employees | 137 | 70.9% | 36.2% | 25.8% | |
| AUM / Employee | $1.4B | +112.9% | +21.0% | +16.2% | |
Client AUM Segments | |||||
| Wealth AUM | $8.1B | 24.6% | 15.7% | 4.9% | |
| Institutional AUM | $64.8B | 57.6% | 28.9% | 19.9% | |
| Fund / Pooled AUM | $109.7B | 16.1% | 18.1% | 7.1% | |
| Other AUM | $2.4B | 46.3% | 33.9% | 35.4% | |
Client Count Segments | |||||
| HNW Clients | 30k | 12.2% | 2.7% | +1.5% | |
| Institutional | 1k | 34.2% | 23.1% | 13.3% | |
| Pooled / Fund | 105 | 33.5% | 16.0% | +44.0% | |
| Individuals | 231 | +61.5% | 44.9% | 26.2% | |
| Total AUM | $184.99B |
| Discretionary | $181.38B |
| Employees | 137 |
| Client Accounts | 31897 |
Address
385 E. COLORADO BLVD.
PASADENA CA 91101
Phone
626-844-9400
Filing History
91 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$181.4B
98.1% of AUM
Non-Discretionary
$3.6B
1.9% of AUM
Disc. mix ▼ 0.4pp vs 1 year ago
Custody