| Total AUM | $570.62B |
| Discretionary | $570.62B100% of AUM |
| Client Accounts | 37 |
| Avg Account Size | $15.42B |
| Employees | 3,284 |
| Peak AUM | $570.62BMar 2026 |
| AUM CAGR | +22.8% /yrover 17 yrs · 97 filings |
Total AUM
$570.6B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $570.6B | +28.0% | +18.9% | +18.5% | |
| Discretionary AUM | $570.6B | +28.0% | +18.9% | +18.5% | |
| Total Accounts | 37 | +12.1% | +12.5% | +16.8% | |
| Avg Account Size | $15.4B | +14.1% | +5.7% | +1.4% | |
| Employees | 3k | +4.2% | +5.2% | +6.7% | |
| AUM / Employee | $174M | +22.8% | +13.1% | +11.1% | |
Client AUM Segments | |||||
| Fund / Pooled AUM | $570.6B | +28.0% | +18.9% | +18.5% | |
Client Count Segments | |||||
| Pooled / Fund | 37 | +12.1% | +12.5% | +16.8% | |
| Total AUM | $570.62B |
| Discretionary | $570.62B |
| Employees | 3284 |
| Client Accounts | 37 |
Address
830 BRICKELL PLAZA
MIAMI FL 33131
Phone
786-741-5389
Filing History
97 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$570.6B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody