| Total AUM | $588.22B |
| Discretionary | $563.95B96% of AUM |
| Non-Discretionary | $24.27B |
| Client Accounts | 433,784 |
| Avg Account Size | $1.4M |
| Employees | 574 |
| Peak AUM | $588.22BMar 2026 |
| AUM CAGR | +10.6% /yrover 25 yrs · 90 filings |
Total AUM
$588.2B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $588.2B | +8.5% | +25.0% | +16.9% | |
| Discretionary AUM | $563.9B | +8.0% | +23.9% | +17.3% | |
| Non-Disc. AUM | $24.3B | +20.6% | +78.6% | +10.1% | |
| Total Accounts | 434k | +8.7% | +12.8% | +15.7% | |
| Avg Account Size | $1M | 0.2% | +10.8% | +1.0% | |
| Employees | 574 | 27.5% | +14.7% | +8.5% | |
| AUM / Employee | $1.0B | +49.7% | +9.0% | +7.7% | |
Client AUM Segments | |||||
| Wealth AUM | $201.1B | +3.1% | +17.0% | +17.5% | |
| Institutional AUM | $100.4B | +36.4% | +27.2% | +11.8% | |
| Fund / Pooled AUM | $280.6B | +8.8% | +31.6% | +20.2% | |
| Other AUM | $4.7B | 69.7% | +9.9% | 14.0% | |
Client Count Segments | |||||
| HNW Clients | 326k | +2.6% | +9.6% | +33.4% | |
| Institutional | 17k | +14391.4% | +491.8% | +170.1% | |
| Pooled / Fund | 422 | 1.9% | +50.4% | +18.3% | |
| Individuals | 89k | +10.5% | +18.5% | 7.5% | |
| Total AUM | $588.22B |
| Discretionary | $563.95B |
| Employees | 574 |
| Client Accounts | 433784 |
| Client Range | 0 |
Address
1285 AVENUE OF THE AMERICAS
NEW YORK NY 10019
Phone
212-713-2000
Filing History
90 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$563.9B
95.9% of AUM
Non-Discretionary
$24.3B
4.1% of AUM
Disc. mix ▼ 0.4pp vs 1 year ago