| Total AUM | $213.36B |
| Discretionary | $213.36B100% of AUM |
| Client Accounts | 23 |
| Avg Account Size | $9.28B |
| Employees | 998 |
| Peak AUM | $213.36BMar 2026 |
| AUM CAGR | +22.9% /yrover 25 yrs · 74 filings |
Total AUM
$213.4B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $213.4B | +38.0% | +25.0% | +13.8% | |
| Discretionary AUM | $213.4B | +38.0% | +25.0% | +13.8% | |
| Total Accounts | 23 | 32.4% | +1.5% | 10.9% | |
| Avg Account Size | $9.3B | +104.0% | +23.1% | +27.7% | |
| Employees | 998 | +7.5% | +9.6% | +7.4% | |
| AUM / Employee | $214M | +28.3% | +14.1% | +6.0% | |
Client AUM Segments | |||||
| Fund / Pooled AUM | $213.4B | +38.0% | +25.0% | +13.8% | |
Client Count Segments | |||||
| Pooled / Fund | 23 | 32.4% | +1.5% | 10.9% | |
| Total AUM | $213.36B |
| Discretionary | $213.36B |
| Employees | 998 |
| Client Accounts | 23 |
| Client Range | 0 |
Address
TWO MANHATTAN WEST
NEW YORK NY 10001
Phone
212-478-0000
Filing History
74 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$213.4B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago