| Total AUM | $92.50B |
| Discretionary | $92.50B100% of AUM |
| Client Accounts | 257 |
| Avg Account Size | $359.9M |
| Employees | 936 |
| Peak AUM | $92.50BMar 2026 |
| AUM CAGR | +8.6% /yrover 16 yrs · 83 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $92.5B | +7.8% | +3.9% | +5.6% | |
| Discretionary AUM | |||||
| Total AUM | $92.50B |
| Discretionary | $92.50B |
| Employees | 936 |
| Client Accounts | 257 |
Address
875 THIRD AVENUE
NEW YORK NY 10022
Phone
212-891-2100
Filing History
83 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$92.5B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
Total AUM
$92.5B
| $92.5B |
| +7.8% |
| +3.9% |
| +5.6% |
| Total Accounts | 257 | 13.2% | +13.4% | +13.6% |
| Avg Account Size | $360M | +24.2% | 8.4% | 7.0% |
| Employees | 936 | 1.7% | +3.1% | +5.3% |
| AUM / Employee | $99M | +9.7% | +0.9% | +0.3% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $85.6B | +1.8% | +1.8% | +4.1% | |
| Other AUM | $6.9B | +308.9% | +81.1% | +63.3% | |
Client Count Segments | |||||
| Pooled / Fund | 249 | 13.8% | +12.5% | +12.9% | |