| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 04/10/2024 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 46 -9.80% |
| of those in investment advisory functions | 36 -2.70% |
| AUM* | 7,851,719,532 2.39% |
| of that, discretionary | 4,133,752,867 26.98% |
| Private Fund GAV* | 4,133,752,868 26.98% |
| Avg Account Size | 270,748,949 66.33% |
| SMA’s | Yes |
| Private Funds | 15 4 |
| Websites |
- Pooled investment vehicles
- Insurance companies
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
| Fund Type | Count | GAV |
|---|---|---|
| Fund TypePrivate Equity Fund | Count15 | GAV$4,133,752,868 |