| Total AUM | $203.76B |
| Discretionary | $203.76B100% of AUM |
| Client Accounts | 13 |
| Avg Account Size | $15.67B |
| Employees | 232 |
| Peak AUM | $203.76BMar 2026 |
| AUM CAGR | +31.4% /yrover 13 yrs · 20 filings |
Total AUM
$203.8B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $203.8B | +20.2% | +11.0% | +13.9% | |
| Discretionary AUM | $203.8B | +20.2% | +11.0% | +13.9% | |
| Total Accounts | 13 | 0.0% | +2.7% | +7.6% | |
| Avg Account Size | $15.7B | +20.2% | +8.1% | +5.8% | |
| Employees | 232 | +6.4% | +10.3% | +13.9% | |
| AUM / Employee | $878M | +12.9% | +0.7% | +0.0% | |
Client AUM Segments | |||||
| Fund / Pooled AUM | $203.8B | +20.2% | +11.0% | +13.9% | |
Client Count Segments | |||||
| Pooled / Fund | 2 | 0.0% | 0.0% | +14.9% | |
| Total AUM | $203.76B |
| Discretionary | $203.76B |
| Employees | 232 |
| Client Accounts | 13 |
Address
12555 MANCHESTER ROAD
ST. LOUIS MO 63131
Phone
314-515-2000
Filing History
20 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$203.8B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago