| Total AUM | $381.60B |
| Discretionary | $381.60B100% of AUM |
| Client Accounts | 163 |
| Avg Account Size | $2.34B |
| Employees | 2,516 |
| Peak AUM | $381.60BMar 2026 |
| AUM CAGR | +12.8% /yrover 17 yrs · 54 filings |
Total AUM
$381.6B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $381.6B | +8.4% | +9.6% | +17.4% | |
| Discretionary AUM | $381.6B | +8.4% | +9.6% | +17.4% | |
| Total Accounts | 163 | +5.8% | +10.1% | +8.6% | |
| Avg Account Size | $2.3B | +2.4% | 0.5% | +8.1% | |
| Employees | 3k | +17.8% | +15.4% | +24.2% | |
| AUM / Employee | $152M | 8.0% | 5.1% | 5.5% | |
Client AUM Segments | |||||
| Institutional AUM | $54.8B | +11.6% | +17.4% | — | |
| Fund / Pooled AUM | $326.8B | +7.9% | +8.5% | +13.8% | |
Client Count Segments | |||||
| Institutional | 9 | +12.5% | +4.0% | — | |
| Pooled / Fund | 154 | +4.1% | +8.1% | +7.4% | |
| Total AUM | $381.60B |
| Discretionary | $381.60B |
| Employees | 2516 |
| Client Accounts | 163 |
| Client Range | 0 |
Address
30 HUDSON YARDS
NEW YORK NY 10001
Phone
212-750-8300
Filing History
54 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$381.6B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody