| Total AUM | $419.46B |
| Discretionary | $419.46B100% of AUM |
| Client Accounts | 91 |
| Avg Account Size | $4.61B |
| Employees | 69 |
| Peak AUM | $475.93BJan 2009 |
| AUM CAGR | +4.2% /yrover 25 yrs · 93 filings |
Total AUM
$419.5B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $419.5B | +14.8% | +5.2% | +5.9% | |
| Discretionary AUM | $419.5B | +14.8% | +5.2% | +5.9% | |
| Total Accounts | 91 | 9.9% | 12.1% | 7.9% | |
| Avg Account Size | $4.6B | +27.4% | +19.7% | +14.9% | |
| Employees | 69 | 13.8% | 15.2% | 19.2% | |
| AUM / Employee | $6.1B | +33.1% | +24.0% | +31.0% | |
Client AUM Segments | |||||
| Fund / Pooled AUM | $419.5B | +14.8% | +5.2% | +5.9% | |
Client Count Segments | |||||
| Pooled / Fund | 91 | 9.9% | 12.1% | 7.9% | |
| Total AUM | $419.46B |
| Discretionary | $419.46B |
| Employees | 69 |
| Client Accounts | 91 |
| Client Range | 0 |
Address
240 GREENWICH STREET
NEW YORK NY 10286
Phone
2129226273
Filing History
93 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$419.5B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago