Lazard Asset Management LLC
NEW YORK, NY
Form ADV and provider website profile · CRD 122836 · regulatory data as of Mar 30, 2026
This profile compiles reported firm AUM, regulatory account counts, ownership information, and source-linked regulatory records for Lazard Asset Management LLC. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.
$120.5BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
5,110Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$116.5BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$4.0BNon-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.
$120.5BTotal Firm AUM
$116.5BDiscretionary AUM
$4.0BNon-discretionary AUM
5,110Total accounts
5,083Discretionary accounts
27Non-discretionary accounts
Client Mix by Firm AUM
$120.5BFirm AUM
Banks20.9%
Investment companies19.5%
Municipalities17.8%
Other investment advisers12.1%
Other Pooled Vehicles10.8%
Corporations7.7%
High-Net-Worth5.0%
Retirement Plans2.6%
Charities1.6%
Insurance companies0.9%
Individuals0.9%
Reported Client Types
Source: Form ADV client recordsBanks20.9%
216 clients$25.2B firm assets
Investment companies19.5%
30 clients$23.5B firm assets
Municipalities17.8%
54 clients$21.5B firm assets
Other investment advisers12.1%
25 clients$14.6B firm assets
Other Pooled Vehicles10.8%
81 clients$13.1B firm assets
Corporations7.7%
339 clients$9.3B firm assets
High-Net-Worth5.0%
595 clients$6.0B firm assets
Retirement Plans2.6%
29 clients$3.2B firm assets
Charities1.6%
141 clients$2.0B firm assets
Insurance companies0.9%
8 clients$1.1B firm assets
Individuals0.9%
3,592 clients$1.1B firm assets
Reported total5,110 clients
| Client type | Firm assets | Clients | AUM share |
|---|---|---|---|
| Banks | $25.2B | 216 | 20.9% |
| Investment companies | $23.5B | 30 | 19.5% |
| Municipalities | $21.5B | 54 | 17.8% |
| Other investment advisers | $14.6B | 25 | 12.1% |
| Other Pooled Vehicles | $13.1B | 81 | 10.8% |
| Corporations | $9.3B | 339 | 7.7% |
| High-Net-Worth | $6.0B | 595 | 5.0% |
| Retirement Plans | $3.2B | 29 | 2.6% |
| Charities | $2.0B | 141 | 1.6% |
| Insurance companies | $1.1B | 8 | 0.9% |
| Individuals | $1.1B | 3,592 | 0.9% |
| Reported total | $120.5B | 5,110 | — |
Types of Clients
Official SEC PDFLoading official Form ADV brochure…