AUM by filing
$116M2023
$146M2024
$200M2025
$349M2026
Clients by filing
5172023
3702024
4182025
5512026
Key people
Against the list
- MeasureThis firmList median
- AUM growth139%104%
- Client growth49%43%
- People87
- AUM per person$43.7M$49.7M
Rank by measure
- Official rankNo. 23139%
- Client growthNo. 4649%
- AUM added per personNo. 54$25.4M
- AUM per personNo. 63$43.7M