| Total AUM | $228.04B |
| Discretionary | $228.00B100% of AUM |
| Non-Discretionary | $37.0M |
| Client Accounts | 4,861 |
| Avg Account Size | $46.9M |
| Employees | 267 |
| Peak AUM | $228.04BMar 2026 |
| AUM CAGR | +26.5% /yrover 25 yrs · 83 filings |
Total AUM
$228.0B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $228.0B | +13.3% | +9.6% | +1.3% | |
| Discretionary AUM | $228.0B | +13.6% | +9.7% | +1.3% | |
| Non-Disc. AUM | $37M | 94.4% | 58.5% | 40.6% | |
| Total Accounts | 5k | 1.7% | +19.9% | +19.9% | |
| Avg Account Size | $47M | +15.2% | 8.6% | 15.5% | |
| Employees | 267 | 1.1% | +0.1% | +0.1% | |
| AUM / Employee | $854M | +14.5% | +9.5% | +1.2% | |
Client AUM Segments | |||||
| Wealth AUM | $1.4B | +5.8% | +37.2% | +29.0% | |
| Institutional AUM | $35.1B | +6.5% | +11.6% | 0.6% | |
| Fund / Pooled AUM | $191.0B | +14.6% | +9.2% | +1.5% | |
| Other AUM | $634M | +13.0% | 12.7% | +10.2% | |
Client Count Segments | |||||
| HNW Clients | 3k | 2.4% | +21.1% | +22.7% | |
| Institutional | 1k | 2.0% | +19.6% | +17.8% | |
| Pooled / Fund | 223 | +3.2% | +0.6% | +0.8% | |
| Individuals | 151 | +9.4% | +44.5% | +27.4% | |
| Total AUM | $228.04B |
| Discretionary | $228.00B |
| Employees | 267 |
| Client Accounts | 4861 |
Address
197 CLARENDON ST
BOSTON MA 02116
Phone
617-375-1500
Filing History
83 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$228.0B
100.0% of AUM
Non-Discretionary
$37M
0.0% of AUM
Disc. mix ▲ 0.3pp vs 1 year ago