| Total AUM | $326.70B |
| Discretionary | $106.72B33% of AUM |
| Non-Discretionary | $219.98B |
| Client Accounts | 604 |
| Avg Account Size | $540.9M |
| Employees | 1,116 |
| Peak AUM | $326.70BMar 2026 |
| AUM CAGR | +45.2% /yrover 25 yrs · 125 filings |
Total AUM
$326.7B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $326.7B | +4.2% | +5.8% | +6.5% | |
| Discretionary AUM | $106.7B | +5.5% | +10.6% | +25.0% | |
| Non-Disc. AUM | $220.0B | +3.6% | +3.7% | +1.6% | |
| Total Accounts | 604 | +5.0% | +1.0% | +3.3% | |
| Avg Account Size | $541M | 0.8% | +4.7% | +3.1% | |
| Employees | 1k | +2.7% | 1.1% | +2.0% | |
| AUM / Employee | $293M | +1.5% | +7.0% | +4.4% | |
Client AUM Segments | |||||
| Wealth AUM | $87.1B | +8.7% | +8.1% | +13.0% | |
| Institutional AUM | $229.1B | +2.5% | +5.3% | +5.2% | |
| Fund / Pooled AUM | $729M | +45.6% | +17.0% | +13.7% | |
| Other AUM | $9.8B | +3.5% | 1.1% | 5.7% | |
Client Count Segments | |||||
| Institutional | 348 | 0.0% | +0.6% | +1.5% | |
| Pooled / Fund | 27 | +42.1% | +16.7% | +14.0% | |
| Individuals | 213 | +10.9% | +1.1% | +6.2% | |
| Total AUM | $326.70B |
| Discretionary | $106.72B |
| Employees | 1116 |
| Client Accounts | 604 |
| Client Range | More than 500 |
Address
115 FEDERAL STREET
BOSTON MA 02110-2112
Phone
617-457-7500
Filing History
125 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$106.7B
32.7% of AUM
Non-Discretionary
$220.0B
67.3% of AUM
Disc. mix ▲ 0.4pp vs 1 year ago
Custody