| Total AUM | $458.82B |
| Discretionary | $433.97B95% of AUM |
| Non-Discretionary | $24.85B |
| Client Accounts | 715 |
| Avg Account Size | $641.7M |
| Employees | 3,990 |
| Peak AUM | $458.82BMar 2026 |
| AUM CAGR | +24.4% /yrover 21 yrs · 93 filings |
Total AUM
$458.8B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $458.8B | +27.8% | +21.9% | +26.9% | |
| Discretionary AUM | $434.0B | +27.5% | +21.9% | +26.2% | |
| Non-Disc. AUM | $24.9B | +31.9% | +22.6% | +46.1% | |
| Total Accounts | 715 | +21.4% | +16.7% | +18.6% | |
| Avg Account Size | $642M | +5.2% | +4.5% | +7.1% | |
| Employees | 4k | +33.2% | +18.8% | +24.9% | |
| AUM / Employee | $115M | 4.1% | +2.6% | +1.6% | |
Client AUM Segments | |||||
| Institutional AUM | $52.1B | +37.2% | +33.5% | +37.7% | |
| Fund / Pooled AUM | $403.5B | +26.6% | +21.1% | +26.3% | |
| Other AUM | $3.2B | +31.2% | 4.2% | +6.9% | |
Client Count Segments | |||||
| Institutional | 40 | 14.9% | 3.1% | +2.7% | |
| Pooled / Fund | 655 | +22.7% | +18.8% | +20.2% | |
| Total AUM | $458.82B |
| Discretionary | $433.97B |
| Employees | 3990 |
| Client Accounts | 715 |
Address
1800 AVENUE OF THE STARS
LOS ANGELES CA 90067
Phone
310-201-4100
Filing History
93 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$434.0B
94.6% of AUM
Non-Discretionary
$24.9B
5.4% of AUM
Disc. mix ▼ 0.2pp vs 1 year ago
Custody