| Total AUM | $186.25B |
| Discretionary | $186.25B100% of AUM |
| Client Accounts | 235 |
| Avg Account Size | $792.6M |
| Employees | 137 |
| Peak AUM | $193.59BMar 2022 |
| AUM CAGR | +18.1% /yrover 25 yrs · 95 filings |
Total AUM
$186.3B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $186.3B | +14.5% | 1.3% | +3.5% | |
| Discretionary AUM | $186.3B | +14.5% | 1.3% | +3.5% | |
| Total Accounts | 235 | 5.2% | +10.1% | +4.7% | |
| Avg Account Size | $793M | +20.9% | 10.3% | 1.1% | |
| Employees | 137 | 0.7% | +3.1% | +3.9% | |
| AUM / Employee | $1.4B | +15.4% | 4.2% | 0.4% | |
Client AUM Segments | |||||
| Fund / Pooled AUM | $186.3B | +14.5% | 1.3% | +3.5% | |
Client Count Segments | |||||
| Pooled / Fund | 235 | 5.2% | +10.1% | +4.7% | |
| Total AUM | $186.25B |
| Discretionary | $186.25B |
| Employees | 137 |
| Client Accounts | 235 |
Address
333 WEST WACKER DRIVE
CHICAGO IL 60606
Phone
312-917-7700
Filing History
95 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$186.3B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago