| Total AUM | $344.84B |
| Discretionary | $344.84B100% of AUM |
| Client Accounts | 197 |
| Avg Account Size | $1.75B |
| Employees | 458 |
| Peak AUM | $392.95BMar 2022 |
| AUM CAGR | +6.5% /yrover 25 yrs · 74 filings |
Total AUM
$344.4B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $344.8B | +7.1% | +3.2% | 2.3% | |
| Discretionary AUM | $344.8B | +7.1% | +3.2% | 2.3% | |
| Total Accounts | 197 | +0.5% | +2.9% | +0.7% | |
| Avg Account Size | $1.8B | +6.5% | +0.3% | 3.0% | |
| Employees | 458 | 6.5% | 3.3% | 1.8% | |
| AUM / Employee | $753M | +14.5% | +6.7% | 0.5% | |
Client AUM Segments | |||||
| Fund / Pooled AUM | $344.4B | +7.0% | +3.2% | 2.3% | |
Client Count Segments | |||||
| Pooled / Fund | 37 | 0.0% | 0.8% | +0.5% | |
| Total AUM | $344.84B |
| Discretionary | $344.84B |
| Employees | 458 |
| Client Accounts | 197 |
Address
655 BROAD STREET
NEWARK NJ 07102
Phone
1-800-225-1852
Filing History
74 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$344.8B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago