| Total AUM | $35.05B |
| Discretionary | $35.05B100% of AUM |
| Client Accounts | 132 |
| Avg Account Size | $265.5M |
| Employees | 100 |
| Peak AUM | $35.40BMar 2024 |
| AUM CAGR | +15.7% /yrover 15 yrs · 51 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $35.1B | +2.3% | +0.7% | +5.2% | |
| Discretionary AUM | |||||
| Total AUM | $35.05B |
| Discretionary | $35.05B |
| Employees | 100 |
| Client Accounts | 132 |
Address
250 PARK AVENUE
NEW YORK NY 10177
Phone
212-400-8400
Filing History
51 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$35.1B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.1pp vs 1 year ago
Custody
Total AUM
$35.1B
| $35.1B |
| +2.4% |
| +0.8% |
| +5.2% |
| Total Accounts | 132 | +9.1% | +6.6% | +8.2% |
| Avg Account Size | $266M | 6.2% | 5.5% | 2.7% |
| Employees | 100 | +8.7% | +7.3% | +5.9% |
| AUM / Employee | $351M | 5.9% | 6.1% | 0.6% |
Client AUM Segments | |||||
| Institutional AUM | $3.4B | +2.7% | +2.3% | +6.7% | |
| Fund / Pooled AUM | $31.6B | +2.2% | +2.3% | +7.0% | |
Client Count Segments | |||||
| Institutional | 45 | 6.3% | +4.9% | +6.4% | |
| Pooled / Fund | 83 | +15.3% | +9.6% | +11.6% | |