
Accounts (Discretionary)
FY, 2024
Client Funds and Securities Under Related Persons' Custody
FY, 2024
Clients Under Related Persons' Custody
FY, 2024
| Metrics | FY, 2023 | FY, 2024 |
|---|---|---|
| Accounts (Discretionary) | 9 | 9 |
| Client Funds and Securities Under Related Persons' Custody | $10.0B | $14.0B |
| Clients Under Related Persons' Custody | 9 | 9 |
| Clients Under Custody | 9 | 9 |
| Client Funds and Securities Under Custody | $10.0B | $14.0B |
| Accounts | 9 | 9 |
| Assets Under Management (Discretionary) | $10.0B | $14.0B |
| Assets Under Management (Pooled Investment Vehicles) | $10.0B | $14.0B |
| Clients (Pooled Investment Vehicles) | 9 | 9 |