| Total AUM | $226.04B |
| Discretionary | $220.29B97% of AUM |
| Non-Discretionary | $5.75B |
| Client Accounts | 1,417 |
| Avg Account Size | $159.5M |
| Employees | 714 |
| Peak AUM | $226.04BMar 2026 |
Total AUM
$226.0B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $226.0B | +11.6% | +22.7% | +11.2% | |
| Discretionary AUM | $220.3B | +14.2% | +23.5% | +11.1% | |
| Non-Disc. AUM | $5.8B | 40.9% | +1.9% | +12.7% | |
| Total Accounts | 1k | 3.2% | +56.7% | +29.4% | |
| Avg Account Size | $160M | +15.3% | 21.7% | 14.1% | |
| Employees | 714 | 7.4% | +1.9% | +2.0% | |
| AUM / Employee | $317M | +20.5% | +20.3% | +9.0% | |
Client AUM Segments | |||||
| Institutional AUM | $203.3B | +12.4% | +25.5% | +10.7% | |
| Fund / Pooled AUM | $20.9B | +8.8% | +4.5% | +13.9% | |
| Other AUM | $1.9B | 26.6% | +13.9% | +59.5% | |
Client Count Segments | |||||
| Institutional | 1k | 4.2% | +62.3% | +31.5% | |
| Pooled / Fund | 41 | 2.4% | 0.0% | +2.1% | |
| Total AUM | $226.04B |
| Discretionary | $220.29B |
| Employees | 714 |
| Client Accounts | 1417 |
Address
99 HIGH STREET
BOSTON MA 02110
Phone
617-747-9500
Filing History
82 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$220.3B
97.5% of AUM
Non-Discretionary
$5.8B
2.5% of AUM
Disc. mix ▲ 2.3pp vs 1 year ago
Custody