| Total AUM | $292.13B |
| Discretionary | $292.13B100% of AUM |
| Client Accounts | 8 |
| Avg Account Size | $36.52B |
| Employees | 383 |
| Peak AUM | $292.13BMar 2026 |
| AUM CAGR | +2.4% /yrover 25 yrs · 74 filings |
Total AUM
$292.1B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $292.1B | +7.6% | +10.7% | +2.0% | |
| Discretionary AUM | $292.1B | +7.6% | +10.7% | +2.0% | |
| Total Accounts | 8 | 0.0% | 0.0% | 0.0% | |
| Avg Account Size | $36.5B | +7.6% | +10.7% | +2.0% | |
| Employees | 383 | +2.4% | 2.0% | +1.8% | |
| AUM / Employee | $763M | +5.1% | +13.0% | +0.2% | |
Client AUM Segments | |||||
| Fund / Pooled AUM | $292.1B | +7.6% | +10.7% | +2.0% | |
Client Count Segments | |||||
| Pooled / Fund | 8 | 0.0% | 0.0% | 0.0% | |
| Total AUM | $292.13B |
| Discretionary | $292.13B |
| Employees | 383 |
| Client Accounts | 8 |
Address
730 THIRD AVE
NEW YORK NY 10017-3206
Phone
212-490-9000
Filing History
74 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$292.1B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago