| Total AUM | $249.66B |
| Discretionary | $249.66B100% of AUM |
| Client Accounts | 78 |
| Avg Account Size | $3.20B |
| Employees | 315 |
| Peak AUM | $491.43BMar 2025 |
| AUM CAGR | +67.3% /yrover 14 yrs · 54 filings |
Total AUM
$249.7B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $249.7B | 49.2% | 9.8% | 0.3% | |
| Discretionary AUM | $249.7B | 49.2% | 9.8% | 0.3% | |
| Total Accounts | 78 | 49.4% | 20.3% | 5.2% | |
| Avg Account Size | $3.2B | +0.3% | +13.1% | +5.2% | |
| Employees | 315 | +64.1% | +16.6% | 6.2% | |
| AUM / Employee | $793M | 69.0% | 22.7% | +6.3% | |
Client AUM Segments | |||||
| Fund / Pooled AUM | $249.7B | 49.2% | 9.8% | 0.0% | |
Client Count Segments | |||||
| Pooled / Fund | 78 | 49.4% | 20.3% | 4.9% | |
| Total AUM | $249.66B |
| Discretionary | $249.66B |
| Employees | 315 |
| Client Accounts | 78 |
Address
100 VANGUARD BLVD
MALVERN PA 19355
Phone
610-669-1000
Filing History
54 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$249.7B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago