| Total AUM | $62.24B |
| Discretionary | $62.24B100% of AUM |
| Client Accounts | 565 |
| Avg Account Size | $110.2M |
| Employees | 103 |
| Peak AUM | $62.24BMar 2026 |
Total AUM
$62.2B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $62.2B | +45.9% | +21.2% | +7.8% | |
| Discretionary AUM | |||||
| Total AUM | $62.24B |
| Discretionary | $62.24B |
| Employees | 103 |
| Client Accounts | 565 |
Address
11111 SANTA MONICA BOULEVARD
LOS ANGELES CA 90025
Phone
310-231-6100
Filing History
57 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$62.2B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| $62.2B |
| +45.9% |
| +21.2% |
| +7.8% |
| Total Accounts | 565 | +121.6% | +69.0% | +40.6% |
| Avg Account Size | $110M | 34.1% | 28.3% | 23.3% |
| Employees | 103 | +2.0% | +1.0% | +2.3% |
| AUM / Employee | $604M | +43.1% | +20.0% | +5.4% |
Client AUM Segments | |||||
| Wealth AUM | $411M | +146.4% | +62.9% | +30.1% | |
| Institutional AUM | $22.9B | +31.7% | +12.2% | +4.8% | |
| Fund / Pooled AUM | $39.0B | +55.1% | +27.8% | +9.7% | |
Client Count Segments | |||||
| HNW Clients | 1k | +1151.9% | +338.7% | — | |
| Institutional | 102 | +24.4% | +26.8% | +13.6% | |
| Pooled / Fund | 45 | +7.1% | +2.3% | +0.5% | |
| Individuals | 63 | +215.0% | — | — | |