| Total AUM | $177.85B |
| Discretionary | $64.41B36% of AUM |
| Non-Discretionary | $113.44B |
| Client Accounts | 144 |
| Avg Account Size | $1.24B |
| Employees | 1,035 |
| Peak AUM | $177.85BMar 2026 |
| AUM CAGR | +55.1% /yrover 17 yrs · 62 filings |
Total AUM
$150.3B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $177.9B | +14.8% | +14.2% | +20.5% | |
| Discretionary AUM | $64.4B | +39.9% | +27.0% | +17.5% | |
| Non-Disc. AUM | $113.4B | +4.2% | +8.8% | +22.3% | |
| Total Accounts | 144 | +10.8% | +10.5% | +9.9% | |
| Avg Account Size | $1.2B | +3.6% | +3.3% | +9.7% | |
| Employees | 1k | +10.3% | +11.8% | +15.9% | |
| AUM / Employee | $172M | +4.0% | +2.1% | +3.9% | |
Client AUM Segments | |||||
| Institutional AUM | $6.3B | +26.1% | +19.8% | +17.9% | |
| Fund / Pooled AUM | $143.1B | +9.7% | +9.7% | +17.6% | |
| Other AUM | $1.0B | 20.0% | — | — | |
Client Count Segments | |||||
| Institutional | 24 | +4.3% | +11.5% | +8.4% | |
| Pooled / Fund | 99 | +7.6% | +5.7% | +6.6% | |
| Total AUM | $177.85B |
| Discretionary | $64.41B |
| Employees | 1035 |
| Client Accounts | 144 |
Address
150 SOUTH WACKER DRIVE
CHICAGO IL 60606
Phone
312-205-5050
Filing History
62 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$64.4B
36.2% of AUM
Non-Discretionary
$113.4B
63.8% of AUM
Disc. mix ▲ 6.5pp vs 1 year ago
Custody