| Total AUM | $57.43B |
| Discretionary | $57.21B100% of AUM |
| Non-Discretionary | $219.5M |
| Client Accounts | 75 |
| Avg Account Size | $765.8M |
| Employees | 51 |
| Peak AUM | $57.43BMar 2026 |
Total AUM
$57.4B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $57.4B | — | — | — | |
| Discretionary AUM | $57.2B | — | |||
| Total AUM | $57.43B |
| Discretionary | $57.21B |
| Employees | 51 |
| Client Accounts | 75 |
| Client Range | 0 |
Address
140 BROADWAY
NEW YORK NY 10005
Phone
212-483-1818
Filing History
7 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$57.2B
99.6% of AUM
Non-Discretionary
$220M
0.4% of AUM
| — |
| Non-Disc. AUM | $220M | — | — | — |
| Total Accounts | 75 | — | — | — |
| Avg Account Size | $766M | — | — | — |
| Employees | 51 | 0.0% | — | — |
| AUM / Employee | $1.1B | — | — | — |
Client AUM Segments | |||||
| Institutional AUM | $26.5B | — | — | — | |
| Fund / Pooled AUM | $28.9B | — | — | — | |
| Other AUM | $57M | — | — | — | |
Client Count Segments | |||||
| Institutional | 37 | — | — | — | |
| Pooled / Fund | 19 | — | — | — | |