GAMCO ASSET MANAGEMENT
28 known aliases resolved via the canonical alias map
Market position · 2024
Plans served17-4 YoYRank #849 of mapped providers
Assets under administration$22.9B0.0%Market share · rank #583
Fees received$2MMedian $95,411/planSum across Schedule C direct + indirect
Net wins YoY-42 won · 6 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical GAMCO ASSET MANAGEMENT plan look like?
Service mix · median fees per plan
Count of plans where GAMCO ASSET MANAGEMENT ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid directly by planCode 28 | 17 | $95,411 |
Competitor overlap
Percent of GAMCO ASSET MANAGEMENT's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under GAMCO ASSET MANAGEMENT.
| Sponsor | From | Assets |
|---|---|---|
BAXTER INTERNATIONAL INC.IL · 360781620-003 | (new plan) | $1.3B |
BAXTER HEALTHCARE OF PUERTO RICO LLCIL · 661048257-005 | (new plan) | $244M |
Plans lost in 2024
Appeared last year under GAMCO ASSET MANAGEMENT; not this year.
| Sponsor | To | Assets |
|---|---|---|
CARPENTERS PENSION TRUST FUND TRUST FUND FOR NORTHERN CALIFORNIACA · 946050970-001 | CAMDEN ASSET MANAGEMENT, LP | $5.3B |
CARPENTERS ANNUITY TRUST FUND FOR NORTHERN CALIFORNIACA · 946534591-001 | CAMDEN ASSET MANAGEMENT, LP | $3.0B |
NECA-IBEW PENSION TRUST FUNDIL · 516029903-001 | NATIONAL INVESTMENT SERVICES | $1.3B |
TRUSTEES OF PLUMBERS & PIPEFITTERS LU 421 PENSION FUND TRUSTFL · 570524232-001 | INVESTMENT PERFORMANCE SERVICES | $97M |
THE BOARD OF TRUSTEES OF PLUMBERS AND PIPEFITTERS OF THE CAROLINAS DEFFL · 561442440-001 | NATIONAL EMPLOYEE BENEFIT ADMIN | $55M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
NEW ENGLAND TEAMSTERS PENSION FUNDMA · 046372430-001 | $9.1B | 71,331 | $241,126 | 9y | - |
BOARD OF TRUSTEES OF NYCDCC PENSION FUNDNY · 510174276-001 | $5.4B | 30,149 | $466,347 | 9y | - |
GENUINE PARTS COMPANYGA · 580254510-001 | $2.0B | 15,587 | $301,700 | 10y | - |
HAWAIIAN ELECTRIC INDUSTRIES, INC.HI · 990208097-001 | $1.9B | 5,068 | $85,239 | 5y | - |
BAXTER INTERNATIONAL INC.IL · 360781620-003 | $1.3B | 8,771 | $282,910 | 4y | - |
BOARD OF TRUSTEES OF THE CEMENT AND CONCRETE WORKERS DC PENSION FDNY · 135629824-001 | $745M | 2,953 | $86,700 | 10y | - |
BOARD OF TRUSTEES STEAMFITTERS LOCAL #449 PENSION FUNDPA · 256032401-001 | $479M | 3,234 | $137,312 | 6y | - |
CRANE COMPANYCT · 882846451-037 | $459M | 7,828 | $129,177 | 3y | - |
UIU-NEWSPAPER GUILD OF GREATER PHILADELPHIA PENSION FUNDNJ · 236405043-001 | $335M | 2,400 | $14,573 | 10y | - |
MNS, LTD.HI · 711007574-001 | $266M | 2,169 | $95,411 | 9y | 1 |
Flag exposure
100.0%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (28)
Raw Schedule C names collapsed into GAMCO ASSET MANAGEMENT.
- BAMCO INC
- BAMCO INC.
- BAMCO, INC
- BAMCO, INC.
- GABELLI
- GABELLI & COMPANY, INC.
- GABELLI / WESTWOOD FUND
- GABELLI ASSET MANAGEMENT CO.
- GABELLI ASSET MANAGEMENT COMPANY
- GABELLI FUNDS LLC
- GABELLI-GAMCO FUNDS
- GAMCO
- GAMCO ASSEST MANAGEMENT INC.
- GAMCO ASSET MANAGEMENT
- GAMCO ASSET MANAGEMENT INC
- GAMCO ASSET MANAGEMENT INC.
- GAMCO ASSET MANAGEMENT, INC
- GAMCO ASSET MANAGEMENT, INC.
- GAMCO ASSET MANGEMENT
- GAMCO ASSET MGMT
- GAMCO ASSET MGMT INC.
- GAMCO INVESTMENTS
- GAMCO INVESTORS
- GAMCO INVESTORS INC
- GAMCO INVESTORS INC.
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for GAMCO ASSET MANAGEMENT's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 1 | 5.88% | 1.71% | +4.17 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with GAMCO ASSET MANAGEMENT. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent