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Company Profile

As of Date 03/28/2025
Adviser Type - Large advisory firm
Number of Employees 156 6.85%
of those in investment advisory functions 64 16.36%
AUM* 9,835,454,312 4.17%
of that, discretionary 9,760,526,006 4.31%
Private Fund GAV* 9,344,435,224 0.81%
Avg Account Size 5,833,603 -1.31%
High Net Worth 49.76% -6.87%
SMA’s Yes
Private Funds 24 5
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

9B 8B 7B 5B 4B 3B 1B
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count18 GAV$8,586,047,927
Fund TypeOther Private Fund Count6 GAV$758,387,297

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