AUM by filing
$277M2023
$408M2024
$664M2025
$751M2026
Clients by filing
3032023
3052024
3782025
3972026
Key people
- MB
Matthew BlockiCEO and FounderOwner · 6 years at the firm
in - JR
James RuttenbergMemberOwner · 1 year at the firm
in - NS
Nicklaus StonesiferPortfolio Manager and PartnerOwner · 6 years at the firm
in - TB
Tyler BidwellDirector Of TaxOwner · 2 years at the firm
Against the list
- MeasureThis firmList median
- AUM growth84%104%
- Client growth30%43%
- People147
- AUM per person$53.6M$49.7M
Rank by measure
- Official rankNo. 8284%
- Client growthNo. 6530%
- AUM added per personNo. 56$24.5M
- AUM per personNo. 44$53.6M
AUM jump noted: this firm reported a large one-year rise with no deal we could find behind it.