| Total AUM | $24.06B |
| Discretionary | $24.06B100% of AUM |
| Client Accounts | 1,607 |
| Avg Account Size | $15.0M |
| Employees | 168 |
| Peak AUM | $63.47BMar 2022 |
| AUM CAGR | +15.5% /yrover 25 yrs · 59 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $24.1B | 36.2% | 12.9% | 11.8% | |
| Discretionary AUM | $24.1B | ||||
| Total AUM | $24.06B |
| Discretionary | $24.06B |
| Employees | 168 |
| Client Accounts | 1607 |
Address
1825 NW CORPORATE BLVD.
BOCA RATON FL 33431
Phone
1-561-241-2425
Filing History
59 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$24.1B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
Total AUM
$24.1B
| 36.2% |
| 12.9% |
| 11.8% |
| Total Accounts | 2k | 41.2% | 23.5% | 11.9% |
| Avg Account Size | $15M | +8.5% | +13.8% | +0.1% |
| Employees | 168 | 26.6% | +3.3% | +7.4% |
| AUM / Employee | $143M | 13.0% | 15.7% | 17.9% |
Client AUM Segments | |||||
| Wealth AUM | $1.4B | 38.1% | 9.9% | 9.9% | |
| Institutional AUM | $4.9B | 49.1% | 16.5% | 11.1% | |
| Fund / Pooled AUM | $9.0B | 34.0% | 13.7% | 12.8% | |
| Other AUM | $8.8B | 27.5% | 9.9% | 11.2% | |
Client Count Segments | |||||
| Institutional | 138 | 48.3% | 30.7% | 19.1% | |
| Pooled / Fund | 32 | 13.5% | 3.0% | +6.6% | |
| Individuals | 1k | 40.8% | 23.0% | 11.4% | |