| Total AUM | $720.85B |
| Discretionary | $720.85B100% of AUM |
| Client Accounts | 35 |
| Avg Account Size | $20.60B |
| Employees | 6,670 |
| Peak AUM | $720.85BMar 2026 |
| AUM CAGR | +13.6% /yrover 14 yrs · 42 filings |
Total AUM
$720.8B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $720.8B | +26.2% | +22.7% | +19.6% | |
| Discretionary AUM | $720.8B | +26.2% | +22.7% | +19.6% | |
| Total Accounts | 35 | +66.7% | +35.7% | +18.5% | |
| Avg Account Size | $20.6B | 24.3% | 9.6% | +0.9% | |
| Employees | 7k | +8.6% | +11.5% | +14.2% | |
| AUM / Employee | $108M | +16.2% | +10.0% | +4.7% | |
Client AUM Segments | |||||
| Institutional AUM | $11.6B | +114.7% | — | — | |
| Fund / Pooled AUM | $709.3B | +25.4% | +22.0% | +19.2% | |
Client Count Segments | |||||
| Pooled / Fund | 27 | +50.0% | +24.5% | +12.5% | |
| Total AUM | $720.85B |
| Discretionary | $720.85B |
| Employees | 6670 |
| Client Accounts | 35 |
| Client Range | 0 |
Address
399 PARK AVENUE
NEW YORK NY 10022
Phone
212-841-4100
Filing History
42 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$720.8B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody