| Total AUM | $240.66B |
| Discretionary | $240.38B100% of AUM |
| Non-Discretionary | $277.5M |
| Client Accounts | 440 |
| Avg Account Size | $547.0M |
| Employees | 588 |
| Peak AUM | $251.04BMar 2022 |
Total AUM
$240.7B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $240.7B | +5.2% | +6.7% | +0.8% | |
| Discretionary AUM | $240.4B | +5.2% | +6.8% | +0.8% | |
| Non-Disc. AUM | $277M | +10.7% | 31.3% | 13.4% | |
| Total Accounts | 440 | +89.7% | +21.5% | +12.2% | |
| Avg Account Size | $547M | 44.5% | 12.2% | 10.1% | |
| Employees | 588 | +2.3% | +2.3% | +0.6% | |
| AUM / Employee | $409M | +2.9% | +4.3% | +0.2% | |
Client AUM Segments | |||||
| Wealth AUM | $558M | +23.6% | 13.3% | +17.4% | |
| Institutional AUM | $143.3B | 2.4% | +1.0% | 1.7% | |
| Fund / Pooled AUM | $78.3B | +22.5% | +20.2% | +6.0% | |
| Other AUM | $573M | +52.2% | +32.4% | +23.7% | |
Client Count Segments | |||||
| HNW Clients | 210 | +813.0% | — | — | |
| Institutional | 115 | +30.7% | +5.8% | +5.3% | |
| Pooled / Fund | 87 | 5.4% | 10.2% | 7.9% | |
| Individuals | 5 | — | 0.0% | — | |
| Total AUM | $240.66B |
| Discretionary | $240.38B |
| Employees | 588 |
| Client Accounts | 440 |
Address
330 MADISON AVENUE
NEW YORK NY 10017
Phone
212-739-0700
Filing History
88 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$240.4B
99.9% of AUM
Non-Discretionary
$277M
0.1% of AUM
Disc. mix ▼ 0.0pp vs 1 year ago
Custody