| Total AUM | $68.38B |
| Discretionary | $66.03B97% of AUM |
| Non-Discretionary | $2.35B |
| Client Accounts | 155 |
| Avg Account Size | $441.2M |
| Employees | 382 |
| Peak AUM | $68.38BMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $68.4B | +16.0% | +25.0% | +25.3% | |
| Discretionary AUM | |||||
| Total AUM | $68.38B |
| Discretionary | $66.03B |
| Employees | 382 |
| Client Accounts | 155 |
Address
ONE VANDERBILT AVENUE
NEW YORK NY 10017
Phone
212-813-4900
Filing History
33 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$66.0B
96.6% of AUM
Non-Discretionary
$2.3B
3.4% of AUM
Disc. mix ▲ 0.3pp vs 1 year ago
Custody
| +76.4% /yrover 13 yrs · 33 filings |
Total AUM
$62.8B
| $66.0B |
| +16.3% |
| +25.9% |
| +26.5% |
| Non-Disc. AUM | $2.3B | +6.1% | +8.0% | +6.0% |
| Total Accounts | 155 | 6.1% | +4.7% | +7.3% |
| Avg Account Size | $441M | +23.4% | +19.4% | +16.8% |
| Employees | 382 | +14.0% | +8.7% | +17.3% |
| AUM / Employee | $179M | +1.7% | +15.0% | +6.8% |
Client AUM Segments | |||||
| Institutional AUM | $16.8B | +22.0% | +56.5% | +75.8% | |
| Fund / Pooled AUM | $46.0B | +11.7% | +21.8% | +22.5% | |
Client Count Segments | |||||
| Institutional | 18 | +5.9% | +11.5% | +55.2% | |
| Pooled / Fund | 134 | 9.5% | +4.6% | +5.4% | |