| Total AUM | $270.39B |
| Discretionary | $270.10B100% of AUM |
| Non-Discretionary | $283.6M |
| Client Accounts | 25,798 |
| Avg Account Size | $10.5M |
| Employees | 821 |
| Peak AUM | $270.39BDec 2025 |
| AUM CAGR | +8.6% /yrover 25 yrs · 71 filings |
Total AUM
$270.4B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $270.4B | +13.2% | +8.6% | +4.3% | |
| Discretionary AUM | $270.1B | +13.8% | +8.7% | +4.4% | |
| Non-Disc. AUM | $284M | 80.5% | 35.0% | 24.7% | |
| Total Accounts | 26k | 14.6% | +11.8% | +7.8% | |
| Avg Account Size | $10M | +32.5% | 2.9% | 3.3% | |
| Employees | 821 | +4.1% | +4.0% | +2.6% | |
| AUM / Employee | $329M | +8.8% | +4.4% | +1.6% | |
Client AUM Segments | |||||
| Wealth AUM | $25.3B | +29.8% | +24.8% | +12.4% | |
| Institutional AUM | $16.0B | +12.6% | +0.6% | +1.3% | |
| Fund / Pooled AUM | $229.1B | +12.5% | +8.1% | +3.9% | |
| Other AUM | $26M | 98.2% | 70.8% | 53.5% | |
Client Count Segments | |||||
| HNW Clients | 19k | +12.6% | +8.6% | +8.9% | |
| Institutional | 605 | +26.0% | +6.1% | +6.1% | |
| Pooled / Fund | 105 | 0.0% | +1.0% | +2.5% | |
| Individuals | 6k | +21.7% | +26.9% | +5.1% | |
| Total AUM | $270.39B |
| Discretionary | $270.10B |
| Employees | 821 |
| Client Accounts | 25798 |
Address
30 HUDSON STREET
JERSEY CITY NJ 07302-4804
Phone
201-827-2000
Filing History
71 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$270.1B
99.9% of AUM
Non-Discretionary
$284M
0.1% of AUM
Disc. mix ▲ 0.5pp vs 1 year ago
Custody