| Total AUM | $274.95B |
| Discretionary | $274.95B100% of AUM |
| Client Accounts | 519 |
| Avg Account Size | $529.8M |
| Employees | 859 |
| Peak AUM | $274.95BMar 2026 |
| AUM CAGR | +6.7% /yrover 25 yrs · 87 filings |
Total AUM
$274.9B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $274.9B | +8.3% | +5.1% | +13.9% | |
| Discretionary AUM | $274.9B | +8.6% | +5.2% | +14.0% | |
| Total Accounts | 519 | 77.0% | 79.7% | 27.2% | |
| Avg Account Size | $530M | +371.9% | +417.7% | +56.4% | |
| Employees | 859 | 2.4% | 0.8% | +1.9% | |
| AUM / Employee | $320M | +11.0% | +6.0% | +11.7% | |
Client AUM Segments | |||||
| Wealth AUM | $1.5B | 37.2% | 14.9% | 9.5% | |
| Institutional AUM | $106.3B | +11.8% | +3.5% | +14.2% | |
| Fund / Pooled AUM | $69.7B | +4.3% | 18.0% | +0.1% | |
| Other AUM | $97.5B | +9.3% | +103.1% | +45.8% | |
Client Count Segments | |||||
| HNW Clients | 40 | 97.8% | 91.3% | 55.4% | |
| Institutional | 320 | +1.6% | +18.6% | +19.7% | |
| Pooled / Fund | 168 | +22.6% | +13.8% | +21.7% | |
| Total AUM | $274.95B |
| Discretionary | $274.95B |
| Employees | 859 |
| Client Accounts | 519 |
| Client Range | 0 |
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
$274.9B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.3pp vs 1 year ago