| Total AUM | $1.60T |
| Discretionary | $1.59T100% of AUM |
| Non-Discretionary | $2.27B |
| Client Accounts | 2,283 |
| Avg Account Size | $698.7M |
| Employees | 7,987 |
| Peak AUM | $1.60TMar 2026 |
| AUM CAGR | +10.5% /yrover 25 yrs · 167 filings |
Total AUM
$1.6T
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.6T | +20.1% | +11.1% | +6.8% | |
| Discretionary AUM | $1.6T | +20.2% | +11.2% | +6.9% | |
| Non-Disc. AUM | $2.3B | 4.2% | 11.1% | 12.7% | |
| Total Accounts | 2k | +0.6% | +0.9% | +3.0% | |
| Avg Account Size | $699M | +19.4% | +10.1% | +3.7% | |
| Employees | 8k | +7.8% | +7.2% | +7.2% | |
| AUM / Employee | $200M | +11.4% | +3.7% | 0.3% | |
Client AUM Segments | |||||
| Wealth AUM | $5.4B | 10.7% | 12.0% | 0.6% | |
| Institutional AUM | $1.0T | +12.6% | +7.6% | +5.9% | |
| Fund / Pooled AUM | $565.5B | +38.5% | +19.2% | +8.5% | |
| Other AUM | $8.8B | 23.1% | +13.5% | +73.9% | |
Client Count Segments | |||||
| HNW Clients | 6 | 57.1% | 5.0% | 0.0% | |
| Institutional | 804 | 1.0% | 1.3% | +1.9% | |
| Pooled / Fund | 420 | +5.5% | +3.4% | +2.5% | |
| Individuals | 64 | 8.6% | 9.0% | 5.1% | |
| Total AUM | $1.60T |
| Discretionary | $1.59T |
| Employees | 7987 |
| Client Accounts | 2283 |
Address
50 HUDSON YARDS
NEW YORK NY 10001
Phone
212 810 5300
Filing History
167 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.6T
99.9% of AUM
Non-Discretionary
$2.3B
0.1% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody