| Total AUM | $702.25B |
| Discretionary | $698.50B99% of AUM |
| Non-Discretionary | $3.75B |
| Client Accounts | 22,803 |
| Avg Account Size | $30.8M |
| Employees | 670 |
| Peak AUM | $702.25BMar 2026 |
| AUM CAGR | +11.0% /yrover 25 yrs · 116 filings |
Total AUM
$702.2B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $702.2B | +13.4% | +12.0% | +4.4% | |
| Discretionary AUM | $698.5B | +13.4% | +12.2% | +4.6% | |
| Non-Disc. AUM | $3.8B | +15.5% | 11.5% | 9.8% | |
| Total Accounts | 23k | +4.0% | 5.0% | +2.1% | |
| Avg Account Size | $31M | +9.0% | +17.9% | +2.3% | |
| Employees | 670 | +28.1% | +6.4% | +8.4% | |
| AUM / Employee | $1.0B | 11.5% | +5.3% | 3.7% | |
Client AUM Segments | |||||
| Institutional AUM | $92.7B | +60.7% | +17.0% | +8.9% | |
| Fund / Pooled AUM | $557.9B | +8.6% | +12.1% | +4.9% | |
| Other AUM | $51.4B | +8.0% | +3.9% | 4.5% | |
Client Count Segments | |||||
| Institutional | 148 | 0.0% | 0.0% | 1.3% | |
| Pooled / Fund | 76 | 23.2% | 11.0% | 8.7% | |
| Total AUM | $702.25B |
| Discretionary | $698.50B |
| Employees | 670 |
| Client Accounts | 22803 |
Address
1585 BROADWAY
NEW YORK NY 10036
Phone
212-761-4000
Filing History
116 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$698.5B
99.5% of AUM
Non-Discretionary
$3.8B
0.5% of AUM
Disc. mix ▼ 0.0pp vs 1 year ago
Custody