| Total AUM | $274.10B |
| Discretionary | $274.10B100% of AUM |
| Client Accounts | 19 |
| Avg Account Size | $14.43B |
| Employees | 3,345 |
| Peak AUM | $274.10BMar 2026 |
| AUM CAGR | +116.5% /yrover 10 yrs · 58 filings |
Total AUM
$274.1B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $274.1B | +24.1% | +25.1% | +17.8% | |
| Discretionary AUM | $274.1B | +24.1% | +25.1% | +17.8% | |
| Total Accounts | 19 | +11.8% | +1.8% | +2.2% | |
| Avg Account Size | $14.4B | +11.0% | +22.9% | +15.3% | |
| Employees | 3k | +13.4% | +13.1% | +15.1% | |
| AUM / Employee | $82M | +9.5% | +10.6% | +2.4% | |
Client AUM Segments | |||||
| Fund / Pooled AUM | $274.1B | +24.1% | +25.1% | +17.8% | |
Client Count Segments | |||||
| Pooled / Fund | 19 | +11.8% | +1.8% | +2.2% | |
| Total AUM | $274.10B |
| Discretionary | $274.10B |
| Employees | 3345 |
| Client Accounts | 19 |
Address
72 CUMMINGS POINT ROAD
STAMFORD CT 06902-7912
Phone
203-890-2000
Filing History
58 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$274.1B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody