| Total AUM | $30.51B |
| Discretionary | $30.51B100% of AUM |
| Client Accounts | 8,074 |
| Avg Account Size | $3.8M |
| Employees | 249 |
| Peak AUM | $30.51BMar 2026 |
| AUM CAGR | +3.3% /yrover 11 yrs · 26 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $30.5B | +8.8% | +5.8% | +1.2% | |
| Discretionary AUM | |||||
| Total AUM | $30.51B |
| Discretionary | $30.51B |
| Employees | 249 |
| Client Accounts | 8074 |
Address
ONE COLUMBUS PLAZA
NEW HAVEN CT 06510
Phone
203-752-4502
Filing History
26 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$30.5B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
Total AUM
$30.5B
| $30.5B |
| +8.8% |
| +5.8% |
| +1.2% |
| Total Accounts | 8k | +44.4% | +50.7% | +170.3% |
| Avg Account Size | $4M | 24.6% | 29.8% | 62.5% |
| Employees | 249 | +10.2% | +9.6% | +43.5% |
| AUM / Employee | $123M | 1.2% | 3.5% | 29.4% |
Client AUM Segments | |||||
| Wealth AUM | $962M | +50.8% | +65.3% | +187.9% | |
| Institutional AUM | $27.9B | +7.8% | +4.7% | +0.2% | |
| Fund / Pooled AUM | $1.7B | +8.6% | +10.3% | +9.7% | |
Client Count Segments | |||||
| HNW Clients | 6k | +39.9% | +51.3% | — | |
| Institutional | 10 | +11.1% | +3.6% | — | |
| Pooled / Fund | 13 | 7.1% | 2.4% | 0.0% | |