| Total AUM | $42.48B |
| Discretionary | $21.10B50% of AUM |
| Non-Discretionary | $21.39B |
| Client Accounts | 94,626 |
| Avg Account Size | $449K |
| Employees | 5,674 |
| Peak AUM | $42.48BMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $42.5B | +22.6% | +18.9% | +13.6% | |
| Discretionary AUM | |||||
| Total AUM | $42.48B |
| Discretionary | $21.10B |
| Employees | 5674 |
| Client Accounts | 94626 |
| Client Range | 251-500 |
Address
1345 AVENUE OF THE AMERICAS
NEW YORK NY 10105
Phone
212-314-4600
Filing History
200 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$21.1B
49.7% of AUM
Non-Discretionary
$21.4B
50.3% of AUM
Disc. mix ▲ 6.9pp vs 1 year ago
Custody
| +17.1% /yrover 25 yrs · 200 filings |
Total AUM
$42.5B
| $21.1B |
| +42.2% |
| +32.5% |
| +25.9% |
| Non-Disc. AUM | $21.4B | +7.9% | +9.8% | +6.3% |
| Total Accounts | 95k | +13.1% | +7.5% | +8.9% |
| Avg Account Size | $448,969.311 | +8.3% | +10.6% | +4.3% |
| Employees | 6k | 3.4% | +2.5% | 1.3% |
| AUM / Employee | $7M | +27.0% | +16.0% | +15.1% |
Client AUM Segments | |||||
| Wealth AUM | $41.1B | +23.9% | +19.3% | +13.9% | |
| Institutional AUM | $1.4B | 7.1% | +9.9% | +7.4% | |
Client Count Segments | |||||
| HNW Clients | 38k | +8.4% | +4.3% | +6.0% | |
| Institutional | 1k | +2.0% | 2.6% | +1.0% | |
| Individuals | 34k | +15.3% | +9.3% | +10.7% | |