| Total AUM | $7.27B |
| Discretionary | $4.78B66% of AUM |
| Non-Discretionary | $2.49B |
| Client Accounts | 12 |
| Avg Account Size | $605.9M |
| Employees | 360 |
| Peak AUM | $8.22BMar 2024 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $7.3B | +3.2% | +2.1% | +7.5% | |
| Discretionary AUM | $4.8B | ||||
| Total AUM | $7.27B |
| Discretionary | $4.78B |
| Employees | 360 |
| Client Accounts | 12 |
Address
7255 WOODMONT AVENUE,
BETHESDA MD 20814
Phone
301-760-7600
Filing History
22 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$4.8B
65.7% of AUM
Non-Discretionary
$2.5B
34.3% of AUM
Disc. mix ▼ 21.7pp vs 1 year ago
| +39.1% /yrover 9 yrs · 22 filings |
Total AUM
$7.3B
| 22.4% |
| 8.6% |
| 1.0% |
| Non-Disc. AUM | $2.5B | +181.8% | +71.5% | — |
| Total Accounts | 12 | 0.0% | +2.8% | +5.8% |
| Avg Account Size | $606M | +3.2% | 0.7% | +1.6% |
| Employees | 360 | +11.1% | +8.5% | +9.3% |
| AUM / Employee | $20M | 7.1% | 5.9% | 1.6% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $7.3B | +3.2% | +2.1% | +7.5% | |
Client Count Segments | |||||
| Pooled / Fund | 12 | 0.0% | +2.8% | +5.8% | |