| Total AUM | $398.65B |
| Discretionary | $395.04B99% of AUM |
| Non-Discretionary | $3.61B |
| Client Accounts | 43,954 |
| Avg Account Size | $9.1M |
| Employees | 1,542 |
| Peak AUM | $398.65BMar 2026 |
Total AUM
$398.6B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $398.6B | +9.9% | +8.1% | +4.7% | |
| Discretionary AUM | $395.0B | +11.1% | +8.5% | +4.8% | |
| Non-Disc. AUM | $3.6B | 50.1% | 17.5% | 5.7% | |
| Total Accounts | 44k | +2.4% | +2.9% | +3.4% | |
| Avg Account Size | $9M | +7.3% | +5.0% | +1.3% | |
| Employees | 2k | 7.6% | 1.1% | +2.1% | |
| AUM / Employee | $259M | +18.9% | +9.4% | +2.5% | |
Client AUM Segments | |||||
| Wealth AUM | $71.9B | +10.9% | +13.1% | +7.3% | |
| Institutional AUM | $110.0B | +9.0% | +9.4% | +4.7% | |
| Fund / Pooled AUM | $212.1B | +9.8% | +6.0% | +4.1% | |
| Other AUM | $4.6B | +20.7% | +7.8% | 2.5% | |
Client Count Segments | |||||
| HNW Clients | 24k | +0.3% | 0.2% | +2.4% | |
| Institutional | 4k | 0.4% | +1.3% | +2.3% | |
| Pooled / Fund | 450 | 0.2% | +1.7% | +8.3% | |
| Individuals | 16k | +6.6% | +9.1% | +5.1% | |
| Total AUM | $398.65B |
| Discretionary | $395.04B |
| Employees | 1542 |
| Client Accounts | 43954 |
Address
1290 AVENUE OF THE AMERICAS
NEW YORK NY 10104
Phone
212-476-9000
Filing History
103 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$395.0B
99.1% of AUM
Non-Discretionary
$3.6B
0.9% of AUM
Disc. mix ▲ 1.1pp vs 1 year ago
Custody