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Assets Under Management (AUM) in Boston

✓ Published0🌍 Public
JJacklyn Turner
Last edited Sep 19, 2019
Created on Sep 12, 2019

This scatterplot shows Boston investment managers with assets under management (AUM) under $6 billion, plotting AUM against the number of investment employees while coloring points by whether advisors charge performance-based fees. The visualization uses the Vega-Lite API with vega-lite, vega, and d3.csv to load SEC Form ADV data, filtering the dataset to Boston-based firms with fewer than 1,000 investment staff. Each circle encodes AUM on the y-axis, employee count on the x-axis, and fee structure as a categorical color, with tooltips revealing firm names. The chart resizes to the full viewport and applies custom axis and label styling.

AI-generated description

This visualization was constructed using the vega-lite-api and is based on data collected by the U.S. Securities and Exchange Commission (SEC), an independent agency of the United States federal government and contains the information from the Form ADV (Uniform Application for Investment Adviser Registration). The data has been filtered down to show Boston managers with assets under management (AUM) < $6B and shows the relationship between assets under management and the # of investment employees. It also shows whether the manager gets paid performance based fees which is an indication of the profit potential for the investment managers.

MIT Licensed

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