| Total AUM | $199.66B |
| Discretionary | $196.43B98% of AUM |
| Non-Discretionary | $3.23B |
| Client Accounts | 550 |
| Avg Account Size | $363.0M |
| Employees | 452 |
| Peak AUM | $370.07BApr 2001 |
| AUM CAGR | -1.5% /yrover 25 yrs · 187 filings |
Total AUM
$199.3B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $199.7B | +3.4% | +6.6% | 0.1% | |
| Discretionary AUM | $196.4B | +5.3% | +6.1% | 0.4% | |
| Non-Disc. AUM | $3.2B | 50.2% | +80.1% | +33.3% | |
| Total Accounts | 550 | 3.7% | 3.3% | 1.4% | |
| Avg Account Size | $363M | +7.3% | +10.3% | +1.3% | |
| Employees | 452 | 5.6% | 3.7% | +0.5% | |
| AUM / Employee | $442M | +9.6% | +10.7% | 0.6% | |
Client AUM Segments | |||||
| Wealth AUM | $92M | +42.8% | +1.0% | 12.2% | |
| Institutional AUM | $111.2B | +11.4% | +5.9% | 0.8% | |
| Fund / Pooled AUM | $84.3B | 2.9% | +6.6% | +0.5% | |
| Other AUM | $1.6B | 71.5% | +26.0% | +14.7% | |
Client Count Segments | |||||
| Institutional | 79 | 4.8% | 46.2% | 2.6% | |
| Pooled / Fund | 62 | 20.5% | 8.5% | 2.1% | |
| Individuals | 7 | +75.0% | +5.3% | +7.0% | |
| Total AUM | $199.66B |
| Discretionary | $196.43B |
| Employees | 452 |
| Client Accounts | 550 |
Address
875 THIRD AVENUE
NEW YORK NY 10022
Phone
212-454-4500
Filing History
187 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$196.4B
98.4% of AUM
Non-Discretionary
$3.2B
1.6% of AUM
Disc. mix ▲ 1.7pp vs 1 year ago