| Total AUM | $63.40B |
| Discretionary | $55.91B88% of AUM |
| Non-Discretionary | $7.49B |
| Client Accounts | 405 |
| Avg Account Size | $156.5M |
| Employees | 318 |
| Peak AUM | $63.40BMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $63.4B | +7.9% | +8.1% | +15.6% | |
| Discretionary AUM | |||||
| Total AUM | $63.40B |
| Discretionary | $55.91B |
| Employees | 318 |
| Client Accounts | 405 |
Address
ONE NORTH WACKER DRIVE, SUITE 2700
CHICAGO IL 60606-2823
Phone
312-553-7890
Filing History
73 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$55.9B
88.2% of AUM
Non-Discretionary
$7.5B
11.8% of AUM
Disc. mix ▼ 1.6pp vs 1 year ago
Custody
| +11.1% /yrover 25 yrs · 73 filings |
Total AUM
$63.4B
| $55.9B |
| +6.0% |
| +6.2% |
| +13.9% |
| Non-Disc. AUM | $7.5B | +24.4% | +28.9% | +38.3% |
| Total Accounts | 405 | +4.4% | +9.4% | +10.0% |
| Avg Account Size | $157M | +3.4% | 1.2% | +5.2% |
| Employees | 318 | 2.2% | +6.5% | +11.7% |
| AUM / Employee | $199M | +10.3% | +1.5% | +3.5% |
Client AUM Segments | |||||
| Institutional AUM | $1.1B | +19.2% | +16.8% | +19.8% | |
| Fund / Pooled AUM | $58.0B | +7.5% | +7.6% | +14.7% | |
| Other AUM | $4.3B | +11.5% | +14.1% | +35.5% | |
Client Count Segments | |||||
| Pooled / Fund | 373 | +3.0% | +8.5% | +9.2% | |