Top client segmentPension Plans represent 65.7% of total clients.
Top client categories% of clientsClients
1
Pension Plans
65.7%
46
2
Government
22.9%
16
3
Charitable
11.4%
8
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$14.7Bas of April 14, 2026
Discretionary100.0%
$14.7B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$14.7B
Total Accounts70
10Y AUM Change+$14.7B (+80724.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees52
Clients per Employee1:1
10Y Employee Change+40 (+333.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.