| Total AUM | $31.99B |
| Discretionary | $30.75B96% of AUM |
| Non-Discretionary | $1.24B |
| Client Accounts | 72 |
| Avg Account Size | $444.3M |
| Employees | 209 |
| Peak AUM | $31.99BMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $32.0B | +22.0% | +8.9% | +4.3% | |
| Discretionary AUM | |||||
| Total AUM | $31.99B |
| Discretionary | $30.75B |
| Employees | 209 |
| Client Accounts | 72 |
Address
1603 ORRINGTON AVENUE
EVANSTON IL 60201
Phone
847-905-4400
Filing History
111 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$30.7B
96.1% of AUM
Non-Discretionary
$1.2B
3.9% of AUM
Disc. mix ▲ 1.0pp vs 1 year ago
Custody
| +29.9% /yrover 21 yrs · 111 filings |
Total AUM
$32.0B
| $30.7B |
| +23.2% |
| +7.5% |
| +3.4% |
| Non-Disc. AUM | $1.2B | 2.9% | +342.4% | — |
| Total Accounts | 72 | +7.5% | 3.5% | 2.3% |
| Avg Account Size | $444M | +13.5% | +12.8% | +6.8% |
| Employees | 209 | +5.6% | +3.2% | +3.4% |
| AUM / Employee | $153M | +15.5% | +5.5% | +0.9% |
Client AUM Segments | |||||
| Institutional AUM | $362M | 9.1% | 31.8% | 17.1% | |
| Fund / Pooled AUM | $30.7B | +23.2% | +9.2% | +4.2% | |
| Other AUM | $807M | 0.1% | +283.1% | — | |
Client Count Segments | |||||
| Pooled / Fund | 59 | +7.3% | 4.1% | 3.9% | |