| Total AUM | $86.27B |
| Discretionary | $82.94B96% of AUM |
| Non-Discretionary | $3.33B |
| Client Accounts | 56,585 |
| Avg Account Size | $1.5M |
| Employees | 690 |
| Peak AUM | $139.51BMar 2023 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $86.3B | 0.0% | 15.0% | +1.9% | |
| Discretionary AUM | |||||
| Total AUM | $86.27B |
| Discretionary | $82.94B |
| Employees | 690 |
| Client Accounts | 56585 |
| Client Range | 101-250 |
Address
1
SAN FRANCISCO CA 94111-5602
Phone
415-392-1400
Filing History
137 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$82.9B
96.1% of AUM
Non-Discretionary
$3.3B
3.9% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| +13.8% /yrover 24 yrs · 137 filings |
Total AUM
$86.3B
| $82.9B |
| 0.0% |
| 7.9% |
| +8.0% |
| Non-Disc. AUM | $3.3B | 0.0% | 55.0% | 31.1% |
| Total Accounts | 57k | 0.0% | 5.7% | +1.9% |
| Avg Account Size | $2M | 0.0% | 9.8% | +0.1% |
| Employees | 690 | 0.0% | 6.6% | +2.7% |
| AUM / Employee | $125M | 0.0% | 9.0% | 0.7% |
Client AUM Segments | |||||
| Wealth AUM | $66.7B | 0.0% | 9.2% | +7.2% | |
| Institutional AUM | $12.7B | 0.0% | 34.6% | 13.2% | |
| Fund / Pooled AUM | $6.8B | 0.0% | +1.3% | +5.0% | |
Client Count Segments | |||||
| HNW Clients | 9k | 0.0% | +4.4% | +14.8% | |
| Institutional | 1k | 0.0% | 6.1% | +1.2% | |
| Pooled / Fund | 97 | 0.0% | +5.6% | +10.3% | |
| Individuals | 9k | 0.0% | 8.2% | +4.9% | |