| Total AUM | $183.29B |
| Discretionary | $181.38B99% of AUM |
| Non-Discretionary | $1.91B |
| Client Accounts | 620 |
| Avg Account Size | $295.6M |
| Employees | 905 |
| Peak AUM | $183.29BMar 2026 |
| AUM CAGR | +9.7% /yrover 25 yrs · 133 filings |
Total AUM
$183.3B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $183.3B | +7.2% | +6.6% | +7.9% | |
| Discretionary AUM | $181.4B | +7.3% | +6.3% | +7.7% | |
| Non-Disc. AUM | $1.9B | 3.8% | +79.7% | — | |
| Total Accounts | 620 | +1.6% | +1.9% | +6.2% | |
| Avg Account Size | $296M | +5.5% | +4.6% | +1.6% | |
| Employees | 905 | +3.4% | 0.1% | +1.7% | |
| AUM / Employee | $203M | +3.6% | +6.7% | +6.0% | |
Client AUM Segments | |||||
| Institutional AUM | $33.2B | +18.1% | +16.1% | +11.7% | |
| Fund / Pooled AUM | $149.3B | +4.8% | +4.9% | +7.3% | |
| Other AUM | $788M | +59.3% | 2.2% | 5.0% | |
Client Count Segments | |||||
| Institutional | 93 | +2.2% | +11.0% | +5.5% | |
| Pooled / Fund | 275 | +9.1% | +2.4% | +3.3% | |
| Total AUM | $183.29B |
| Discretionary | $181.38B |
| Employees | 905 |
| Client Accounts | 620 |
Address
333 SOUTH GRAND AVE
LOS ANGELES CA 90071
Phone
213-830-6300
Filing History
133 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$181.4B
99.0% of AUM
Non-Discretionary
$1.9B
1.0% of AUM
Disc. mix ▲ 0.1pp vs 1 year ago
Custody