| Total AUM | $311.70B |
| Discretionary | $311.70B100% of AUM |
| Client Accounts | 723 |
| Avg Account Size | $431.1M |
| Employees | 728 |
| Peak AUM | $311.70BMar 2026 |
| AUM CAGR | +26.4% /yrover 25 yrs · 108 filings |
Total AUM
$311.7B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $311.7B | +94.2% | +37.5% | +13.6% | |
| Discretionary AUM | $311.7B | +94.2% | +37.5% | +13.6% | |
| Total Accounts | 723 | +84.9% | +37.3% | +17.3% | |
| Avg Account Size | $431M | +5.0% | +0.1% | 3.2% | |
| Employees | 728 | +19.1% | +8.8% | +0.5% | |
| AUM / Employee | $428M | +63.0% | +26.4% | +13.1% | |
Client AUM Segments | |||||
| Wealth AUM | $9.1B | +283.7% | +394.9% | — | |
| Institutional AUM | $36.8B | +1.7% | +1.5% | 10.0% | |
| Fund / Pooled AUM | $186.9B | +79.5% | +30.8% | +12.9% | |
| Other AUM | $78.9B | +342.2% | +294.8% | +168.0% | |
Client Count Segments | |||||
| Institutional | 44 | 13.7% | 10.8% | 13.9% | |
| Pooled / Fund | 279 | +31.0% | +10.5% | +3.8% | |
| Individuals | 97 | +340.9% | +95.4% | — | |
| Total AUM | $311.70B |
| Discretionary | $311.70B |
| Employees | 728 |
| Client Accounts | 723 |
| Client Range | 0 |
Address
ONE GREENWICH PLAZA, SUITE 130
GREENWICH CT 06830
Phone
203-742-3600
Filing History
108 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$311.7B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody