| Total AUM | $194.82B |
| Discretionary | $12.87B7% of AUM |
| Non-Discretionary | $181.96B |
| Client Accounts | 6,407 |
| Avg Account Size | $30.4M |
| Employees | 235 |
| Peak AUM | $194.82BMar 2026 |
| AUM CAGR | +8.4% /yrover 18 yrs · 52 filings |
Total AUM
$194.8B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $194.8B | +54.9% | +209.9% | +102.3% | |
| Discretionary AUM | $12.9B | +17.6% | +25.3% | +17.5% | |
| Non-Disc. AUM | $182.0B | +58.5% | — | — | |
| Total Accounts | 6k | +13.8% | +284.1% | +158.1% | |
| Avg Account Size | $30M | +36.1% | 19.3% | 21.6% | |
| Employees | 235 | +6.3% | +20.6% | +50.9% | |
| AUM / Employee | $829M | +45.7% | +157.0% | +34.0% | |
Client AUM Segments | |||||
| Wealth AUM | $978M | +4.3% | — | — | |
| Institutional AUM | $183.9B | +60.3% | +210.0% | +103.0% | |
| Other AUM | $9.9B | 1.4% | +198.5% | +88.7% | |
Client Count Segments | |||||
| HNW Clients | 4k | +21.0% | — | — | |
| Institutional | 2k | +4.5% | +171.8% | +123.0% | |
| Individuals | 170 | +23.2% | — | — | |
| Total AUM | $194.82B |
| Discretionary | $12.87B |
| Employees | 235 |
| Client Accounts | 6407 |
| Client Range | 251-500 |
Address
2850 GOLF ROAD
ROLLING MEADOWS IL 60008
Phone
212-330-1011
Filing History
52 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$12.9B
6.6% of AUM
Non-Discretionary
$182.0B
93.4% of AUM
Disc. mix ▼ 2.1pp vs 1 year ago
Custody