| Total AUM | $34.01B |
| Discretionary | $34.01B100% of AUM |
| Client Accounts | 56 |
| Avg Account Size | $607.3M |
| Employees | 124 |
| Peak AUM | $34.01BMar 2026 |
| AUM CAGR | +14.7% /yrover 25 yrs · 87 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $34.0B | +31.8% | +9.6% | +4.4% | |
| Discretionary AUM | |||||
| Total AUM | $34.01B |
| Discretionary | $34.01B |
| Employees | 124 |
| Client Accounts | 56 |
Address
200 PARK AVENUE
NEW YORK NY 10166
Phone
212-309-8200
Filing History
87 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$34.0B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
Total AUM
$34.0B
| $34.0B |
| +31.8% |
| +9.6% |
| +4.4% |
| Total Accounts | 56 | +14.3% | +4.6% | +7.0% |
| Avg Account Size | $607M | +15.3% | +4.9% | 2.4% |
| Employees | 124 | +3.3% | +1.1% | 0.8% |
| AUM / Employee | $274M | +27.5% | +8.4% | +5.2% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $34.0B | +31.8% | +9.6% | +4.4% | |
Client Count Segments | |||||
| Pooled / Fund | 56 | +14.3% | +4.6% | +7.0% | |