AUM by filing
$94M2023
$102M2024
$145M2025
$231M2026
Clients by filing
1232023
1682024
2442025
4422026
Key people
- SI
Sheraz IftikharCEO & Managing PartnerOwner · 8 years at the firm
in - AK
Akhil KumarPartnerOwner · 5 years at the firm
in - CC
Cary CowanSenior Vice President3 years at the firm
in
Against the list
- MeasureThis firmList median
- AUM growth126%104%
- Client growth163%43%
- People167
- AUM per person$14.4M$49.7M
Rank by measure
- Official rankNo. 34126%
- Client growthNo. 4163%
- AUM added per personNo. 100$8.0M
- AUM per personNo. 100$14.4M