| Total AUM | $248.14B |
| Discretionary | $248.14B100% of AUM |
| Client Accounts | 48 |
| Avg Account Size | $5.17B |
| Employees | 2,434 |
| Peak AUM | $265.15BOct 2025 |
| AUM CAGR | +35.4% /yrover 20 yrs · 93 filings |
Total AUM
$248.1B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $248.1B | 6.4% | +10.7% | +15.9% | |
| Discretionary AUM | $248.1B | 6.4% | +10.7% | +15.9% | |
| Total Accounts | 48 | +20.0% | +26.8% | +23.1% | |
| Avg Account Size | $5.2B | 22.0% | 12.7% | 5.8% | |
| Employees | 2k | +18.0% | +14.2% | +35.0% | |
| AUM / Employee | $102M | 20.7% | 3.1% | 14.1% | |
Client AUM Segments | |||||
| Fund / Pooled AUM | $248.1B | 6.4% | +10.7% | +15.9% | |
Client Count Segments | |||||
| Pooled / Fund | 48 | +20.0% | +26.8% | +23.1% | |
| Total AUM | $248.14B |
| Discretionary | $248.14B |
| Employees | 2434 |
| Client Accounts | 48 |
Address
444 W. LAKE STREET
CHICAGO IL 60606
Phone
312-499-2999
Filing History
93 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$248.1B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody