| Total AUM | $225.25B |
| Discretionary | $225.25B100% of AUM |
| Client Accounts | 39 |
| Avg Account Size | $5.78B |
| Employees | 997 |
| Peak AUM | $225.25BMar 2026 |
Total AUM
$225.3B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $225.3B | +53.9% | +58.1% | +58.0% | |
| Discretionary AUM | $225.3B | +53.9% | +58.1% | +58.0% | |
| Total Accounts | 39 | +50.0% | +11.7% | +8.3% | |
| Avg Account Size | $5.8B | +2.6% | +41.6% | +45.9% | |
| Employees | 997 | +14.3% | +5.2% | +18.0% | |
| AUM / Employee | $226M | +34.6% | +50.3% | +33.9% | |
Client AUM Segments | |||||
| Fund / Pooled AUM | $225.3B | +53.9% | +58.1% | +58.0% | |
Client Count Segments | |||||
| Pooled / Fund | 39 | +50.0% | +11.7% | +8.3% | |
| Total AUM | $225.25B |
| Discretionary | $225.25B |
| Employees | 997 |
| Client Accounts | 39 |
Address
590 MADISON AVE
NEW YORK NY 10022
Phone
1 (646) 293-0000
Filing History
58 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$225.3B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody