| Total AUM | $469.98B |
| Discretionary | $412.93B88% of AUM |
| Non-Discretionary | $57.05B |
| Client Accounts | 1,278,255 |
| Avg Account Size | $368K |
| Employees | 758 |
| Peak AUM | $469.98BMar 2026 |
| AUM CAGR | +25.8% /yrover 25 yrs · 143 filings |
Total AUM
$470.0B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $470.0B | +25.1% | +25.3% | +17.1% | |
| Discretionary AUM | $412.9B | +28.0% | +28.1% | +18.9% | |
| Non-Disc. AUM | $57.1B | +7.7% | +10.5% | +7.5% | |
| Total Accounts | 1.3M | +16.3% | +13.6% | +12.3% | |
| Avg Account Size | $367,673.207 | +7.6% | +10.3% | +4.2% | |
| Employees | 758 | +6.2% | +2.3% | +2.9% | |
| AUM / Employee | $620M | +17.9% | +22.5% | +13.8% | |
Client AUM Segments | |||||
| Wealth AUM | $309.4B | +23.9% | +23.1% | +14.1% | |
| Institutional AUM | $10.2B | +37.5% | +36.8% | +27.4% | |
| Fund / Pooled AUM | $150.4B | +27.0% | +29.5% | +24.3% | |
| Other AUM | $337,165 | +11.9% | +13.8% | — | |
Client Count Segments | |||||
| HNW Clients | 964k | +12.6% | +10.1% | +12.4% | |
| Institutional | 16k | +42.7% | +43.5% | +32.1% | |
| Pooled / Fund | 88 | 5.4% | +0.4% | +4.1% | |
| Individuals | 299k | +28.8% | +27.3% | +11.5% | |
| Total AUM | $469.98B |
| Discretionary | $412.93B |
| Employees | 758 |
| Client Accounts | 1278255 |
| Client Range | 0 |
Address
270 PARK AVENUE
NEW YORK NY 10017-2014
Phone
212-464-2070
Filing History
143 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$412.9B
87.9% of AUM
Non-Discretionary
$57.1B
12.1% of AUM
Disc. mix ▲ 2.0pp vs 1 year ago
Custody