| Total AUM | $4.28T |
| Discretionary | $4.28T100% of AUM |
| Client Accounts | 556 |
| Avg Account Size | $7.70B |
| Employees | 128 |
| Peak AUM | $4.28TMar 2026 |
| AUM CAGR | +20.4% /yrover 25 yrs · 116 filings |
Total AUM
$4.3T
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $4.3T | +21.1% | +21.2% | +13.7% | |
| Discretionary AUM | $4.3T | +21.1% | +21.2% | +13.7% | |
| Total Accounts | 556 | +2.8% | +4.9% | +3.6% | |
| Avg Account Size | $7.7B | +17.9% | +15.5% | +9.8% | |
| Employees | 128 | +1.6% | 44.6% | 27.3% | |
| AUM / Employee | $33.5B | +19.2% | +118.8% | +56.3% | |
Client AUM Segments | |||||
| Institutional AUM | $1.4B | +13.4% | +12.9% | +8.9% | |
| Fund / Pooled AUM | $4.3T | +21.1% | +21.2% | +13.7% | |
Client Count Segments | |||||
| Pooled / Fund | 528 | +4.3% | +5.7% | +4.1% | |
| Total AUM | $4.28T |
| Discretionary | $4.28T |
| Employees | 128 |
| Client Accounts | 556 |
Address
400 HOWARD STREET
SAN FRANCISCO CA 94105
Phone
415 670 2000
Filing History
116 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$4.3T
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago