| Total AUM | $329.20B |
| Discretionary | $328.07B100% of AUM |
| Non-Discretionary | $1.13B |
| Client Accounts | 104 |
| Avg Account Size | $3.17B |
| Employees | 301 |
| Peak AUM | $329.20BMar 2026 |
Total AUM
$329.2B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $329.2B | +5.5% | +4.1% | +4.1% | |
| Discretionary AUM | $328.1B | +5.4% | +4.1% | +4.2% | |
| Non-Disc. AUM | $1.1B | +35.0% | +5.7% | 8.6% | |
| Total Accounts | 104 | 3.7% | 2.7% | 1.5% | |
| Avg Account Size | $3.2B | +9.5% | +7.0% | +5.7% | |
| Employees | 301 | 1.0% | 0.7% | 0.0% | |
| AUM / Employee | $1.1B | +6.5% | +4.8% | +4.1% | |
Client AUM Segments | |||||
| Institutional AUM | $318.8B | +5.8% | +4.3% | +4.3% | |
| Fund / Pooled AUM | $10.1B | 3.4% | 1.0% | +0.7% | |
| Other AUM | $326M | +2.3% | 11.9% | 8.1% | |
Client Count Segments | |||||
| Institutional | 14 | 6.7% | 2.3% | 2.6% | |
| Pooled / Fund | 20 | 9.1% | 3.1% | 1.9% | |
| Total AUM | $329.20B |
| Discretionary | $328.07B |
| Employees | 301 |
| Client Accounts | 104 |
| Client Range | 0 |
Address
51 MADISON AVENUE
NEW YORK NY 10010
Phone
212-576-7000
Filing History
35 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$328.1B
99.7% of AUM
Non-Discretionary
$1.1B
0.3% of AUM
Disc. mix ▼ 0.1pp vs 1 year ago
Custody