| Total AUM | $1.42T |
| Discretionary | $1.42T100% of AUM |
| Client Accounts | 287 |
| Avg Account Size | $4.95B |
| Employees | 241 |
| Peak AUM | $1.42TMar 2026 |
Total AUM
$1.4T
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.4T | +21.1% | +19.1% | +16.8% | |
| Discretionary AUM | $1.4T | +21.1% | +19.1% | +16.8% | |
| Total Accounts | 287 | +6.3% | +5.1% | +1.5% | |
| Avg Account Size | $5.0B | +13.9% | +13.3% | +15.1% | |
| Employees | 241 | +1.3% | 1.2% | 4.0% | |
| AUM / Employee | $5.9B | +19.6% | +20.5% | +21.6% | |
Client AUM Segments | |||||
| Institutional AUM | $14.4B | +198.1% | +32.7% | 0.4% | |
| Fund / Pooled AUM | $1.4T | +20.3% | +19.0% | +17.1% | |
Client Count Segments | |||||
| Institutional | 8 | 0.0% | +26.0% | +5.9% | |
| Pooled / Fund | 280 | +6.5% | +4.8% | +1.3% | |
| Total AUM | $1.42T |
| Discretionary | $1.42T |
| Employees | 241 |
| Client Accounts | 287 |
Address
1 CONGRESS STREET
BOSTON MA 02114
Phone
617-786-3000
Filing History
88 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.4T
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody