| Total AUM | $183.62B |
| Discretionary | $183.62B100% of AUM |
| Client Accounts | 255 |
| Avg Account Size | $720.1M |
| Employees | 496 |
| Peak AUM | $183.62BMar 2026 |
Total AUM
$183.6B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $183.6B | +12.8% | +12.6% | +2.9% | |
| Discretionary AUM | $183.6B | +12.8% | +12.6% | +2.9% | |
| Total Accounts | 255 | 4.5% | 2.1% | 0.7% | |
| Avg Account Size | $720M | +18.1% | +15.0% | +3.6% | |
| Employees | 496 | 2.9% | +0.9% | +4.4% | |
| AUM / Employee | $370M | +16.2% | +11.6% | 1.5% | |
Client AUM Segments | |||||
| Wealth AUM | $64M | 29.3% | 1.0% | 20.4% | |
| Institutional AUM | $31.1B | +0.7% | +5.0% | 3.5% | |
| Fund / Pooled AUM | $150.7B | +15.9% | +15.5% | +5.4% | |
| Other AUM | $1.8B | +4.4% | 23.5% | 22.4% | |
Client Count Segments | |||||
| Institutional | 109 | 13.5% | 7.6% | 4.3% | |
| Pooled / Fund | 126 | +4.1% | +4.3% | +5.6% | |
| Individuals | 7 | 0.0% | 0.0% | 6.9% | |
| Total AUM | $183.62B |
| Discretionary | $183.62B |
| Employees | 496 |
| Client Accounts | 255 |
Address
875 EAST WISCONSIN AVENUE
MILWAUKEE WI 53202
Phone
414-390-6100
Filing History
54 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$183.6B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody