| Total AUM | $81.44B |
| Discretionary | $80.57B99% of AUM |
| Non-Discretionary | $869.7M |
| Client Accounts | 245 |
| Avg Account Size | $332.4M |
| Employees | 164 |
| Peak AUM | $81.44BMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $81.4B | +27.9% | +18.2% | +14.6% | |
| Discretionary AUM | |||||
| Total AUM | $81.44B |
| Discretionary | $80.57B |
| Employees | 164 |
| Client Accounts | 245 |
Address
320 PARK AVENUE, 8TH FLOOR
NEW YORK NY 10022
Phone
212-355-1600
Filing History
62 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$80.6B
98.9% of AUM
Non-Discretionary
$870M
1.1% of AUM
Disc. mix ▼ 0.1pp vs 1 year ago
Custody
| +18.0% /yrover 25 yrs · 62 filings |
Total AUM
$81.4B
| $80.6B |
| +27.8% |
| +18.4% |
| +14.7% |
| Non-Disc. AUM | $870M | +38.9% | +6.4% | +12.2% |
| Total Accounts | 245 | +1.7% | +2.4% | +2.0% |
| Avg Account Size | $332M | +25.8% | +15.4% | +12.4% |
| Employees | 164 | +3.1% | +3.5% | +5.2% |
| AUM / Employee | $497M | +24.0% | +14.2% | +8.9% |
Client AUM Segments | |||||
| Wealth AUM | $104M | +3.9% | 1.3% | 2.2% | |
| Institutional AUM | $19.9B | +31.8% | +10.8% | +5.2% | |
| Fund / Pooled AUM | $60.2B | +26.5% | +21.6% | +19.8% | |
| Other AUM | $1.2B | +39.8% | +5.3% | +1.4% | |
Client Count Segments | |||||
| HNW Clients | 8 | 20.0% | +17.0% | +5.9% | |
| Institutional | 125 | 2.3% | +3.7% | +5.4% | |
| Pooled / Fund | 72 | +7.5% | +1.9% | 0.3% | |
| Individuals | 36 | +12.5% | 1.8% | 2.1% | |