| Total AUM | $466.56B |
| Discretionary | $465.58B100% of AUM |
| Non-Discretionary | $984.9M |
| Client Accounts | 740 |
| Avg Account Size | $630.5M |
| Employees | 336 |
| Peak AUM | $466.56BMar 2026 |
| AUM CAGR | +9.6% /yrover 25 yrs · 54 filings |
Total AUM
$466.6B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $466.6B | +16.6% | +12.7% | +7.4% | |
| Discretionary AUM | $465.6B | +16.6% | +12.8% | +7.4% | |
| Non-Disc. AUM | $985M | 15.0% | 15.2% | 13.1% | |
| Total Accounts | 740 | +0.7% | 0.9% | 0.8% | |
| Avg Account Size | $630M | +15.8% | +13.8% | +8.2% | |
| Employees | 336 | +3.1% | +4.3% | +3.9% | |
| AUM / Employee | $1.4B | +13.1% | +8.0% | +3.4% | |
Client AUM Segments | |||||
| Wealth AUM | $7.7B | +7.0% | +10.0% | +8.5% | |
| Institutional AUM | $118.5B | +14.5% | +8.0% | +2.0% | |
| Fund / Pooled AUM | $340.4B | +17.5% | +14.6% | +9.7% | |
Client Count Segments | |||||
| HNW Clients | 16 | 15.8% | 12.3% | 15.2% | |
| Institutional | 380 | +1.6% | 0.3% | 0.9% | |
| Pooled / Fund | 13 | +8.3% | 2.4% | +7.5% | |
| Individuals | 331 | +0.3% | 1.0% | +0.2% | |
| Total AUM | $466.56B |
| Discretionary | $465.58B |
| Employees | 336 |
| Client Accounts | 740 |
Address
555 CALIFORNIA STREET
SAN FRANCISCO CA 94104
Phone
415-981-1710
Filing History
54 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$465.6B
99.8% of AUM
Non-Discretionary
$985M
0.2% of AUM
Disc. mix ▲ 0.1pp vs 1 year ago