| Total AUM | $123.58B |
| Discretionary | $117.54B95% of AUM |
| Non-Discretionary | $6.04B |
| Client Accounts | 187 |
| Avg Account Size | $660.9M |
| Employees | 322 |
| Peak AUM | $168.78BMar 2012 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $123.6B | +8.4% | +3.7% | +2.5% | |
| Discretionary AUM | |||||
| Total AUM | $123.58B |
| Discretionary | $117.54B |
| Employees | 322 |
| Client Accounts | 187 |
Address
ONE HARTFORD PLAZA
HARTFORD CT 06155
Phone
860-297-6700
Filing History
71 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$117.5B
95.1% of AUM
Non-Discretionary
$6.0B
4.9% of AUM
Disc. mix ▼ 1.4pp vs 1 year ago
| +7.4% /yrover 25 yrs · 71 filings |
Total AUM
$123.6B
| $117.5B |
| +6.8% |
| +3.2% |
| +1.8% |
| Non-Disc. AUM | $6.0B | +54.1% | +15.1% | +25.8% |
| Total Accounts | 187 | +5.6% | +0.9% | +4.4% |
| Avg Account Size | $661M | +2.6% | +2.8% | 1.8% |
| Employees | 322 | +1.6% | +3.5% | +2.3% |
| AUM / Employee | $384M | +6.7% | +0.1% | +0.2% |
Client AUM Segments | |||||
| Institutional AUM | $93.4B | +8.7% | +1.0% | +1.7% | |
| Fund / Pooled AUM | $21.2B | +5.2% | +4.0% | 1.5% | |
| Other AUM | $6.0B | +8.8% | — | — | |
Client Count Segments | |||||
| Institutional | 49 | 0.0% | 4.4% | 2.6% | |
| Pooled / Fund | 24 | 36.8% | 11.0% | 8.3% | |