| Total AUM | $24.27B |
| Discretionary | $23.93B99% of AUM |
| Non-Discretionary | $334.8M |
| Client Accounts | 131 |
| Avg Account Size | $185.2M |
| Employees | 46 |
| Peak AUM | $24.27BMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $24.3B | +18.4% | +20.9% | +14.6% | |
| Discretionary AUM | |||||
| Total AUM | $24.27B |
| Discretionary | $23.93B |
| Employees | 46 |
| Client Accounts | 131 |
| Client Range | 0 |
Address
1845 WALNUT STREET
PHILADELPHIA PA 19103
Phone
215-567-1100
Filing History
63 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$23.9B
98.6% of AUM
Non-Discretionary
$335M
1.4% of AUM
Disc. mix ▼ 0.1pp vs 1 year ago
| +13.4% /yrover 25 yrs · 63 filings |
Total AUM
$24.3B
| $23.9B |
| +18.4% |
| +21.0% |
| +15.4% |
| Non-Disc. AUM | $335M | +23.3% | +15.7% | 10.9% |
| Total Accounts | 131 | 11.5% | +3.4% | +8.1% |
| Avg Account Size | $185M | +33.8% | +16.9% | +5.9% |
| Employees | 46 | +9.5% | +7.3% | +3.3% |
| AUM / Employee | $528M | +8.1% | +12.7% | +10.9% |
Client AUM Segments | |||||
| Wealth AUM | $44M | +1530.6% | +195.1% | +100.2% | |
| Institutional AUM | $23.1B | +16.1% | +19.6% | +14.6% | |
| Fund / Pooled AUM | $1.2B | +85.2% | +73.3% | +14.0% | |
Client Count Segments | |||||
| HNW Clients | 5 | — | — | — | |
| Institutional | 122 | +6.1% | +10.8% | +8.4% | |
| Pooled / Fund | 2 | 0.0% | +25.2% | 0.0% | |
| Individuals | 2 | — | — | — | |