| Total AUM | $1.10T |
| Discretionary | $1.10T100% of AUM |
| Client Accounts | 305 |
| Avg Account Size | $3.59B |
| Employees | 146 |
| Peak AUM | $1.10TMar 2026 |
| AUM CAGR | +15.1% /yrover 25 yrs · 119 filings |
Total AUM
$1.1T
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.1T | +14.3% | +13.7% | +6.8% | |
| Discretionary AUM | $1.1T | +14.3% | +13.7% | +6.8% | |
| Total Accounts | 305 | +2.0% | 1.8% | +4.9% | |
| Avg Account Size | $3.6B | +12.0% | +15.8% | +1.8% | |
| Employees | 146 | 1.4% | 17.1% | 12.4% | |
| AUM / Employee | $7.5B | +15.9% | +37.1% | +21.9% | |
Client AUM Segments | |||||
| Institutional AUM | $24.7B | +17.7% | +15.5% | +31.4% | |
| Fund / Pooled AUM | $1.1T | +14.2% | +13.8% | +6.5% | |
| Other AUM | $216M | 29.9% | 6.9% | 0.6% | |
Client Count Segments | |||||
| Pooled / Fund | 189 | 7.4% | 5.6% | 4.3% | |
| Total AUM | $1.10T |
| Discretionary | $1.10T |
| Employees | 146 |
| Client Accounts | 305 |
Address
50 HUDSON YARDS
NEW YORK NY 10001
Phone
212 810 5300
Filing History
119 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.1T
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago