WESTERN ASSET MANAGEMENT COMPANY, LLC
DBA: WESTERN ASSET MANAGEMENT COMPANY
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| 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 · 93 filings |
AUM by Client Type
Total AUM
$185.0B
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $185.0B | 38.1% | 16.7% | 16.5% | |
| Discretionary AUM | $181.4B | 38.4% | 16.7% | 16.5% | |
| Non-Disc. AUM | $3.6B | 20.3% | 15.9% | 15.8% | |
| Total Accounts | 32k | 13.3% | 3.5% | 3.1% | |
| Avg Account Size | $6M | 28.6% | 13.7% | 13.8% | |
| Employees | 137 | 70.9% | 37.6% | 23.2% | |
| AUM / Employee | $1.4B | +112.9% | +33.4% | +8.8% | |
Client AUM Segments | |||||
| Wealth AUM | $8.1B | 24.6% | 10.6% | 9.3% | |
| Institutional AUM | $64.8B | 57.6% | 25.2% | 21.4% | |
| Fund / Pooled AUM | $109.7B | 16.1% | 9.4% | 9.8% | |
| Other AUM | $2.4B | 46.3% | 26.7% | 41.9% | |
Client Count Segments | |||||
| HNW Clients | 30k | 12.2% | 1.3% | 1.3% | |
| Institutional | 1k | 34.2% | 22.8% | 17.1% | |
| Pooled / Fund | 105 | 33.5% | 16.3% | 2.3% | |
| Individuals | 231 | +61.5% | 36.7% | +197.0% | |
Key Metrics
| Total AUM | $184.99B |
| Discretionary | $181.38B |
| Employees | 137 |
| Client Accounts | 31897 |
Contact & Location
Address
385 E. COLORADO BLVD.
PASADENA CA 91101
Phone
626-844-9400
Filing History
93 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Individuals)Portfolio Mgmt (Pooled)Portfolio Mgmt (Institutional)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$181.4B
98.1% of AUM
Non-Discretionary
$3.6B
1.9% of AUM
Disc. mix ▼ 0.4pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Non-US Client AUM
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pooled Vehicles
Pension Plans
Corporations
Government
Insurance Cos.
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer CustodySurprise Exam
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