| 2011 discretionary assets (in millions, as of Sept. 30) | $2,670.9 |
| 2011 discretionary accounts (as of Sept. 30) | 1,186 |
| 2011 total assets (in millions, as of Sept. 30) | $3,626.6 |
| 2011 total accounts (as of Sept. 30) | 1,533 |
| 2011 employees (as of Sept. 30) | 11-50 |
| 2011 investment advisers (as of Sept. 30) | 11-50 |
| 2011 investment advisory clients (as of Sept. 30) | 101-250 |
| Key executive | Henry Lartigue, founding partner |