| Total AUM | $2.65T |
| Discretionary | $2.57T97% of AUM |
| Non-Discretionary | $79.17B |
| Client Accounts | 249,499 |
| Avg Account Size | $10.6M |
| Employees | 2,059 |
| Peak AUM | $2.65TMar 2026 |
| AUM CAGR | +28.9% /yrover 25 yrs · 121 filings |
Total AUM
$2.6T
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $2.6T | +28.3% | +19.4% | +15.1% | |
| Discretionary AUM | $2.6T | +28.6% | +19.0% | +15.0% | |
| Non-Disc. AUM | $79.2B | +18.3% | +36.3% | +19.2% | |
| Total Accounts | 249k | +13.0% | +13.7% | +25.5% | |
| Avg Account Size | $11M | +13.6% | +5.0% | 8.3% | |
| Employees | 2k | +41.9% | +15.5% | +10.0% | |
| AUM / Employee | $1.3B | 9.6% | +3.4% | +4.7% | |
Client AUM Segments | |||||
| Wealth AUM | $367.0B | +20.7% | +21.2% | +16.2% | |
| Institutional AUM | $714.2B | +18.5% | +18.7% | +9.9% | |
| Fund / Pooled AUM | $1.5T | +30.7% | +17.7% | +16.7% | |
| Other AUM | $56.0B | +659.2% | +110.8% | +98.2% | |
Client Count Segments | |||||
| HNW Clients | 72k | +15.4% | +12.4% | +128.9% | |
| Institutional | 5k | +10.0% | +8.8% | +8.3% | |
| Pooled / Fund | 6k | +103.4% | +44.5% | +30.5% | |
| Individuals | 34k | +11.7% | +11.4% | +16.8% | |
| Total AUM | $2.65T |
| Discretionary | $2.57T |
| Employees | 2059 |
| Client Accounts | 249499 |
| Client Range | 0 |
Address
200 WEST STREET
NEW YORK NY 10282
Phone
212-902-1000
Filing History
121 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$2.6T
97.0% of AUM
Non-Discretionary
$79.2B
3.0% of AUM
Disc. mix ▲ 0.3pp vs 1 year ago
Custody