| Total AUM | $204.18B |
| Discretionary | $204.18B100% of AUM |
| Client Accounts | 72 |
| Avg Account Size | $2.84B |
| Employees | 112 |
| Peak AUM | $213.01BMar 2022 |
| AUM CAGR | -0.9% /yrover 5 yrs · 14 filings |
Total AUM
$204.2B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $204.2B | 1.4% | +7.3% | — | |
| Discretionary AUM | $204.2B | 1.4% | +7.3% | — | |
| Total Accounts | 72 | +4.3% | +5.1% | — | |
| Avg Account Size | $2.8B | 5.5% | +2.0% | — | |
| Employees | 112 | 3.4% | 0.6% | — | |
| AUM / Employee | $1.8B | +2.1% | +7.9% | — | |
Client AUM Segments | |||||
| Institutional AUM | $4.5B | 0.7% | +3.9% | — | |
| Fund / Pooled AUM | $199.5B | 1.5% | +7.3% | — | |
| Other AUM | $149M | +5789.8% | — | — | |
Client Count Segments | |||||
| Institutional | 12 | +100.0% | +6.3% | — | |
| Pooled / Fund | 52 | 3.7% | +5.7% | — | |
| Total AUM | $204.18B |
| Discretionary | $204.18B |
| Employees | 112 |
| Client Accounts | 72 |
Address
1307 POINT STREET
BALTIMORE MD 21231
Phone
410-345-2000
Filing History
14 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$204.2B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody