| Total AUM | $117.70B |
| Discretionary | $117.70B100% of AUM |
| Client Accounts | 38 |
| Avg Account Size | $3.10B |
| Employees | 227 |
| Peak AUM | $117.75BMar 2026 |
| AUM CAGR | +16.4% /yrover 14 yrs · 49 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $117.7B | +13.2% | +6.8% | +8.2% | |
| Discretionary AUM | |||||
| Total AUM | $117.70B |
| Discretionary | $117.70B |
| Employees | 227 |
| Client Accounts | 38 |
Address
2775 SAND HILL ROAD
MENLO PARK CA 94025
Phone
650-233-8120
Filing History
49 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$117.7B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
Total AUM
$117.7B
| $117.7B |
| +13.2% |
| +6.8% |
| +8.2% |
| Total Accounts | 38 | +40.7% | +14.1% | +7.1% |
| Avg Account Size | $3.1B | 19.6% | 6.4% | +1.0% |
| Employees | 227 | +1.8% | 2.6% | +3.6% |
| AUM / Employee | $518M | +11.2% | +9.7% | +4.4% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $117.7B | +13.2% | +6.8% | +8.2% | |
Client Count Segments | |||||
| Pooled / Fund | 38 | +40.7% | +14.1% | +7.1% | |