| Total AUM | $232.82B |
| Discretionary | $232.82B100% of AUM |
| Client Accounts | 42 |
| Avg Account Size | $5.54B |
| Employees | 1,555 |
| Peak AUM | $232.82BMar 2026 |
| AUM CAGR | +31.1% /yrover 17 yrs · 57 filings |
Total AUM
$232.8B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $232.8B | +111.1% | +48.7% | +27.6% | |
| Discretionary AUM | $232.8B | +111.1% | +48.7% | +27.6% | |
| Total Accounts | 42 | +110.0% | +32.6% | +19.8% | |
| Avg Account Size | $5.5B | +0.5% | +12.1% | +6.5% | |
| Employees | 2k | 1.3% | 7.5% | +2.2% | |
| AUM / Employee | $150M | +113.8% | +60.8% | +24.9% | |
Client AUM Segments | |||||
| Institutional AUM | $2.4B | — | — | — | — |
| Fund / Pooled AUM | $230.4B | +108.9% | +48.2% | +27.3% | |
Client Count Segments | |||||
| Institutional | 2 | — | — | — | |
| Pooled / Fund | 40 | +100.0% | +30.5% | +18.7% | |
| Total AUM | $232.82B |
| Discretionary | $232.82B |
| Employees | 1555 |
| Client Accounts | 42 |
Address
100 AVENUE OF THE AMERICAS
NEW YORK NY 10013-1689
Phone
(212) 625-5700
Filing History
57 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$232.8B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody