| Total AUM | $19.58B |
| Discretionary | $17.64B90% of AUM |
| Non-Discretionary | $1.94B |
| Client Accounts | 82,118 |
| Avg Account Size | $238K |
| Employees | 2,073 |
| Peak AUM | $19.58BMar 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $19.6B | +30.5% | +25.5% | +20.9% | |
| Discretionary AUM | |||||
| Total AUM | $19.58B |
| Discretionary | $17.64B |
| Employees | 2073 |
| Client Accounts | 82118 |
| Client Range | More than 500 |
Address
10 HUDSON YARDS
NEW YORK NY 10001
Phone
1-888-600-4667
Filing History
180 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$17.6B
90.1% of AUM
Non-Discretionary
$1.9B
9.9% of AUM
Disc. mix ▲ 2.6pp vs 1 year ago
Custody
Total AUM
$19.6B
| $17.6B |
| +34.4% |
| +28.7% |
| +24.9% |
| Non-Disc. AUM | $1.9B | +3.2% | +5.7% | +1.9% |
| Total Accounts | 82k | +15.5% | +12.7% | +15.9% |
| Avg Account Size | $238,385.809 | +13.0% | +11.3% | +4.3% |
| Employees | 2k | +4.5% | +4.3% | +2.8% |
| AUM / Employee | $9M | +24.9% | +20.2% | +17.6% |
Client AUM Segments | |||||
| Wealth AUM | $18.5B | +30.1% | +25.2% | +20.6% | |
| Institutional AUM | $923M | +35.4% | +28.5% | +24.4% | |
| Other AUM | $143M | +55.0% | +38.6% | +53.0% | |
Client Count Segments | |||||
| HNW Clients | 63k | +13.6% | +11.4% | +14.7% | |
| Institutional | 2k | +18.9% | +18.5% | +23.9% | |
| Individuals | 17k | +22.8% | +17.4% | +20.2% | |