| Total AUM | $351.32B |
| Discretionary | $351.32B100% of AUM |
| Client Accounts | 162 |
| Avg Account Size | $2.17B |
| Employees | 519 |
| Peak AUM | $351.32BMar 2026 |
| AUM CAGR | +32.1% /yrover 25 yrs · 75 filings |
Total AUM
$351.3B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $351.3B | +38.6% | +26.2% | +17.9% | |
| Discretionary AUM | $351.3B | +38.6% | +26.2% | +17.9% | |
| Total Accounts | 162 | +3.2% | +4.1% | +3.4% | |
| Avg Account Size | $2.2B | +34.3% | +21.2% | +14.0% | |
| Employees | 519 | +5.1% | +7.5% | +7.4% | |
| AUM / Employee | $677M | +31.9% | +17.4% | +9.7% | |
Client AUM Segments | |||||
| Institutional AUM | $99.3B | +33.3% | +22.9% | +16.4% | |
| Fund / Pooled AUM | $246.4B | +40.5% | +27.9% | +18.9% | |
| Other AUM | $5.6B | +51.8% | +16.4% | +4.7% | |
Client Count Segments | |||||
| Institutional | 64 | +3.2% | +4.4% | +4.6% | |
| Pooled / Fund | 95 | +3.3% | +3.7% | +4.2% | |
| Total AUM | $351.32B |
| Discretionary | $351.32B |
| Employees | 519 |
| Client Accounts | 162 |
| Client Range | 0 |
Address
200 CLARENDON STREET, 30TH FLOOR
BOSTON MA 02116
Phone
617-919-0000
Filing History
75 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$351.3B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody