| Total AUM | $79.17B |
| Discretionary | $79.17B100% of AUM |
| Client Accounts | 258 |
| Avg Account Size | $306.9M |
| Employees | 439 |
| Peak AUM | $79.17BMar 2026 |
| AUM CAGR | +18.6% /yrover 25 yrs · 86 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $79.2B | +11.3% | +3.5% | +7.6% | |
| Discretionary AUM | |||||
| Total AUM | $79.17B |
| Discretionary | $79.17B |
| Employees | 439 |
| Client Accounts | 258 |
Address
2340 COLLINS AVENUE
MIAMI BEACH FL 33139
Phone
305-695-5500
Filing History
86 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$79.2B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
Total AUM
$79.2B
| $79.2B |
| +11.3% |
| +3.5% |
| +7.6% |
| Total Accounts | 258 | +10.7% | +14.2% | +13.2% |
| Avg Account Size | $307M | +0.5% | 9.4% | 4.9% |
| Employees | 439 | 3.9% | 4.4% | +0.8% |
| AUM / Employee | $180M | +15.8% | +8.3% | +6.7% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $79.2B | +11.3% | +3.5% | +7.6% | |
Client Count Segments | |||||
| Pooled / Fund | 258 | +10.7% | +14.2% | +13.2% | |