| Total AUM | $563.78B |
| Discretionary | $560.91B99% of AUM |
| Non-Discretionary | $2.87B |
| Client Accounts | 805 |
| Avg Account Size | $700.3M |
| Employees | 956 |
| Peak AUM | $563.78BMar 2026 |
Total AUM
$563.8B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $563.8B | +10.8% | +5.4% | +0.3% | |
| Discretionary AUM | $560.9B | +10.8% | +5.5% | +0.4% | |
| Non-Disc. AUM | $2.9B | +16.9% | 3.9% | 12.8% | |
| Total Accounts | 805 | +18.7% | +11.0% | 3.9% | |
| Avg Account Size | $700M | 6.7% | 5.1% | +4.3% | |
| Employees | 956 | 0.4% | 4.0% | 0.3% | |
| AUM / Employee | $590M | +11.2% | +9.8% | +0.6% | |
Client AUM Segments | |||||
| Wealth AUM | $51M | +2.5% | +4.3% | +1.1% | |
| Institutional AUM | $507.2B | +10.3% | +4.5% | 0.5% | |
| Fund / Pooled AUM | $55.4B | +15.7% | +15.6% | +8.8% | |
| Other AUM | $1.2B | +9.2% | +3.8% | 2.6% | |
Client Count Segments | |||||
| Institutional | 255 | +25.6% | +7.2% | +9.2% | |
| Pooled / Fund | 62 | +17.0% | +11.3% | +1.0% | |
| Total AUM | $563.78B |
| Discretionary | $560.91B |
| Employees | 956 |
| Client Accounts | 805 |
Address
ONE METLIFE WAY
WHIPPANY NJ 07981
Phone
973-355-4000
Filing History
84 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$560.9B
99.5% of AUM
Non-Discretionary
$2.9B
0.5% of AUM
Disc. mix ▼ 0.0pp vs 1 year ago
Custody