Total segment profit
Breakdown
Segments
Investment ManagersView metric
Private BanksView metric
Investment AdvisorsView metric
Institutional InvestorsView metric
Investments In New BusinessesView metric
| Segment | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 |
|---|---|---|---|---|---|---|---|---|
| Investment Advisors | $51.63M | $56.68M | $62.43M | $64.12M | $61.39M | $68.34M | $71.89M | $72M |
| Institutional Investors | $33.08M | $33.78M | $32.5M | $32.64M | $33.49M | $33.76M | $34.49M | $34.38M |
| Private Banks | — | — | — | $22.97M | $22.73M | $23.23M | — | $32.23M |
| Investments In New Businesses | -$3.96M | -$2.85M | -$3.59M | -$2M | -$1.88M | -$3.69M | -$3.12M | -$1.2M |
| Total | — | — | — | — | — | — | — | — |