| Total AUM | $42.59B |
| Discretionary | $42.48B100% of AUM |
| Non-Discretionary | $110.8M |
| Client Accounts | 68 |
| Avg Account Size | $626.3M |
| Employees | 52 |
| Peak AUM | $84.76BDec 2007 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $42.6B | 0.1% | +6.2% | +1.1% | |
| Discretionary AUM | |||||
| Total AUM | $42.59B |
| Discretionary | $42.48B |
| Employees | 52 |
| Client Accounts | 68 |
Address
101 JOHN F. KENNEDY PARKWAY
SHORT HILLS NJ 07078-2789
Phone
(973) 912-2000
Filing History
75 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$42.5B
99.7% of AUM
Non-Discretionary
$111M
0.3% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| +3.0% /yrover 25 yrs · 75 filings |
Total AUM
$42.6B
| $42.5B |
| 0.0% |
| +6.3% |
| +1.1% |
| Non-Disc. AUM | $111M | 10.8% | +2.5% | — |
| Total Accounts | 68 | 17.1% | 4.5% | +1.2% |
| Avg Account Size | $626M | +20.5% | +11.2% | 0.1% |
| Employees | 52 | +4.0% | 0.0% | +1.6% |
| AUM / Employee | $819M | 3.9% | +6.2% | 0.5% |
Client AUM Segments | |||||
| Wealth AUM | $2.9B | +3817.9% | +2256.1% | — | |
| Institutional AUM | $75M | 89.6% | 51.0% | 33.8% | |
| Fund / Pooled AUM | $39.5B | 5.2% | +4.4% | 0.1% | |
| Other AUM | $111M | 10.8% | +2.5% | +72.0% | |
Client Count Segments | |||||
| Pooled / Fund | 45 | 34.8% | 12.0% | 5.3% | |
| Individuals | 17 | +142.9% | +62.0% | — | |