| Total AUM | $32.06B |
| Discretionary | $31.86B99% of AUM |
| Non-Discretionary | $194.0M |
| Client Accounts | 3,876 |
| Avg Account Size | $8.3M |
| Employees | 104 |
| Peak AUM | $75.25BMar 2022 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $32.1B | 7.0% | 12.4% | 15.6% | |
| Discretionary AUM | |||||
| Total AUM | $32.06B |
| Discretionary | $31.86B |
| Employees | 104 |
| Client Accounts | 3876 |
Address
400 CROSSING BLVD
BRIDGEWATER NJ 08807
Phone
908-218-7900
Filing History
79 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$31.9B
99.4% of AUM
Non-Discretionary
$194M
0.6% of AUM
Disc. mix ▼ 0.1pp vs 1 year ago
| +13.2% /yrover 25 yrs · 79 filings |
Total AUM
$32.1B
| $31.9B |
| 7.0% |
| 12.5% |
| 15.6% |
| Non-Disc. AUM | $194M | +4.7% | +0.2% | 4.2% |
| Total Accounts | 4k | 4.7% | 6.2% | 5.6% |
| Avg Account Size | $8M | 2.3% | 6.6% | 10.6% |
| Employees | 104 | 12.6% | 4.1% | 0.4% |
| AUM / Employee | $308M | +6.5% | 8.7% | 15.3% |
Client AUM Segments | |||||
| Wealth AUM | $3.1B | +11.1% | +2.0% | 4.2% | |
| Institutional AUM | $13.7B | +1.2% | 12.5% | 15.3% | |
| Fund / Pooled AUM | $15.1B | 16.0% | 14.5% | 17.4% | |
| Other AUM | $194M | +4.7% | 0.2% | 4.5% | |
Client Count Segments | |||||
| HNW Clients | 290 | 11.3% | 10.5% | 10.7% | |
| Institutional | 271 | 21.4% | 14.6% | 11.6% | |
| Pooled / Fund | 23 | 25.8% | 16.1% | 6.4% | |
| Individuals | 3k | 2.2% | 4.9% | 4.4% | |