Discretionary AUM rose 6.9% sequentially to $24.7B, with total AUM at $37.0B, driven by market appreciation despite net client outflows. Q2 2026 revenue was flat year-over-year at $30.8M, while net income and margins declined due to higher compensation and expansion costs.

Original document:

This is an AI-generated summary and may contain inaccuracies. Please verify any important information with the original source.