| Total AUM | $1.74T |
| Discretionary | $1.74T100% of AUM |
| Client Accounts | 176 |
| Avg Account Size | $9.87B |
| Employees | 194 |
| Peak AUM | $1.74TMar 2026 |
| AUM CAGR | +48.0% /yrover 24 yrs · 81 filings |
Total AUM
$1.7T
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.7T | +26.2% | +29.3% | +20.6% | |
| Discretionary AUM | $1.7T | +26.2% | +29.3% | +20.6% | |
| Total Accounts | 176 | +6.0% | +0.4% | 27.3% | |
| Avg Account Size | $9.9B | +19.0% | +28.8% | +65.8% | |
| Employees | 194 | +12.1% | +7.5% | +9.5% | |
| AUM / Employee | $9.0B | +12.5% | +20.2% | +10.0% | |
Client AUM Segments | |||||
| Institutional AUM | $8.2B | +8.3% | +16.1% | +7.1% | |
| Fund / Pooled AUM | $1.7T | +26.3% | +29.4% | +20.7% | |
Client Count Segments | |||||
| Pooled / Fund | 165 | +6.5% | +1.2% | +1.7% | |
| Total AUM | $1.74T |
| Discretionary | $1.74T |
| Employees | 194 |
| Client Accounts | 176 |
Address
100 SUMMER STREET
BOSTON MA 02110
Phone
1-800-777-6757
Filing History
81 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.7T
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported