| Total AUM | $347.73B |
| Discretionary | $347.73B100% of AUM |
| Non-Discretionary | $2.4M |
| Client Accounts | 647 |
| Avg Account Size | $537.4M |
| Employees | 196 |
| Peak AUM | $347.73BMar 2026 |
Total AUM
$347.7B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $347.7B | +28.5% | +31.6% | +19.9% | |
| Discretionary AUM | $347.7B | +28.5% | +31.6% | +19.9% | |
| Non-Disc. AUM | $2M | — | — | — | |
| Total Accounts | 647 | +7.8% | +1.4% | +18.8% | |
| Avg Account Size | $537M | +19.1% | +29.8% | +1.0% | |
| Employees | 196 | +2.1% | 0.5% | +2.8% | |
| AUM / Employee | $1.8B | +25.9% | +32.3% | +16.7% | |
Client AUM Segments | |||||
| Wealth AUM | $276M | 52.0% | 30.9% | +6.8% | |
| Institutional AUM | $58.9B | +26.0% | +5.6% | +6.3% | |
| Fund / Pooled AUM | $259.5B | +50.7% | +42.1% | +28.7% | |
| Other AUM | $28.9B | 43.3% | +43.2% | +5.7% | |
Client Count Segments | |||||
| Institutional | 270 | +17.4% | +2.5% | +39.0% | |
| Pooled / Fund | 287 | +3.6% | +4.4% | +12.4% | |
| Individuals | 23 | 4.2% | 17.5% | +35.7% | |
| Total AUM | $347.73B |
| Discretionary | $347.73B |
| Employees | 196 |
| Client Accounts | 647 |
Address
900 SALEM STREET
SMITHFIELD RI 02917
Phone
617-563-7000
Filing History
115 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$347.7B
100.0% of AUM
Non-Discretionary
$2M
0.0% of AUM
Disc. mix ▼ 0.0pp vs 1 year ago
Custody