| Total AUM | $60.09B |
| Discretionary | $59.99B100% of AUM |
| Non-Discretionary | $100.1M |
| Client Accounts | 76 |
| Avg Account Size | $790.6M |
| Employees | 331 |
| Peak AUM | $60.09BMar 2025 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $60.1B | 0.0% | +7.3% | +12.4% | |
| Discretionary AUM | |||||
| Total AUM | $60.09B |
| Discretionary | $59.99B |
| Employees | 331 |
| Client Accounts | 76 |
Address
600 BRICKELL AVENUE
MIAMI FL 33131-3067
Phone
(786) 693-5700
Filing History
29 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$60.0B
99.8% of AUM
Non-Discretionary
$100M
0.2% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| +78.2% /yrover 13 yrs · 29 filings |
Total AUM
$60.1B
| $60.0B |
| 0.0% |
| +7.4% |
| +12.4% |
| Non-Disc. AUM | $100M | 0.0% | 0.3% | 0.2% |
| Total Accounts | 76 | 0.0% | +5.9% | +10.6% |
| Avg Account Size | $791M | 0.0% | +1.4% | +1.7% |
| Employees | 331 | +14.1% | +25.4% | +16.5% |
| AUM / Employee | $182M | 12.4% | 14.4% | 3.5% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $60.1B | 0.0% | +7.3% | +12.4% | |
Client Count Segments | |||||
| Pooled / Fund | 76 | 0.0% | +7.6% | +10.6% | |