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AUM of $107.3 billion sets record high for 5th consecutive month Over $1.2 billion of net inflows in March Granted trust company charter by New York State Department of Financial Services ...
Achieved New Record & Key Milestone with over $100 billion of AUM Finished 2023 with over $10 billion of net inflows and posting a ~13% pace of organic growth ...
Over $550 million of net inflows in October, despite macro weakness Over 16% pace of annualized organic growth, representing $11 billion of year-to-date net inflows ...
Generates 19% year-to-date annualized organic growth Year-to-date net inflows surpass the $10 billion mark, including net inflows in 7 of 8 product categories ...
Month-ending AUM of $97.5 billion, the 6th new all-time high achieved in 2023 Equity-based strategies generating a ~16% annualized pace of organic growth YTD ...