| Total AUM | $183.53B |
| Discretionary | $183.53B100% of AUM |
| Client Accounts | 44 |
| Avg Account Size | $4.17B |
| Employees | 114 |
| Peak AUM | $183.53BMar 2026 |
Total AUM
$183.5B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $183.5B | +17.9% | +19.4% | +42.4% | |
| Discretionary AUM | $183.5B | +17.9% | +19.4% | +44.5% | |
| Total Accounts | 44 | +22.2% | +17.7% | +27.6% | |
| Avg Account Size | $4.2B | 3.5% | +1.5% | +11.6% | |
| Employees | 114 | +17.5% | +23.2% | +28.1% | |
| AUM / Employee | $1.6B | +0.3% | 3.1% | +11.1% | |
Client AUM Segments | |||||
| Institutional AUM | $182.6B | +17.8% | +19.2% | +42.4% | |
| Fund / Pooled AUM | $917M | +33.7% | +82.2% | +45.1% | |
Client Count Segments | |||||
| Institutional | 38 | +18.8% | +16.5% | +30.6% | |
| Pooled / Fund | 6 | +50.0% | +26.0% | +14.9% | |
| Total AUM | $183.53B |
| Discretionary | $183.53B |
| Employees | 114 |
| Client Accounts | 44 |
Address
345 PARK AVENUE
NEW YORK NY 10154
Phone
212-583-5000
Filing History
26 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$183.5B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody