AUM by filing
$96M2023
$127M2024
$205M2025
$230M2026
Clients by filing
3572023
3702024
4192025
4562026
Key people
Against the list
- MeasureThis firmList median
- AUM growth82%104%
- Client growth23%43%
- People57
- AUM per person$46.0M$49.7M
Rank by measure
- Official rankNo. 9082%
- Client growthNo. 8023%
- AUM added per personNo. 68$20.7M
- AUM per personNo. 57$46.0M
AUM jump noted: this firm reported a large one-year rise with no deal we could find behind it.